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1,086 hedge funds and large institutions have $59.6B invested in Intuit in 2019 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 393 increasing their positions, 373 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 62

8% more funds holding

Funds holding: 1,0091,086 (+77)

5% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 373

0.13% less ownership

Funds ownership: 87.64%87.51% (-0.13%)

2% less capital invested

Capital invested by funds: $60.6B → $59.6B (-$951M)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

23% less call options, than puts

Call options by funds: $367M | Put options by funds: $478M

Holders
1,086
Holders Change
+77
Holders Change %
+7.63%
% of All Funds
21.4%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
151
Increased
393
Reduced
373
Closed
62
Calls
$367M
Puts
$478M
Net Calls
-$110M
Net Calls Change
-$198M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
1001
Eudaimonia Partners
Tennessee
$52K +$51.5K +197 New
TT
1002
TI-Trust
Illinois
$52K +$52.3K +200 New
IF
1003
Ironwood Financial
Arizona
$49K
FCA
1004
FinTrust Capital Advisors
South Carolina
$48K -$30.6K -117 -39%
QT
1005
Quantbot Technologies
New York
$46K -$112K -430 -71%
WEC
1006
Winslow Evans & Crocker
Massachusetts
$46K
VCM
1007
Versant Capital Management
Arizona
$43K -$6.01K -23 -12%
SWA
1008
Sutton Wealth Advisors
Florida
$43K
CAC
1009
Certified Advisory Corp
Florida
$42K
WPA
1010
West Paces Advisors
Georgia
$41.9K
SLF
1011
Sun Life Financial
Ontario, Canada
$40K -$15.7K -60 -28%
WAP
1012
Wealthcare Advisory Partners
Pennsylvania
$39K
EFSCE
1013
Enterprise Financial Services Corp (EFSC)
Missouri
$36K -$5.75K -22 -14%
AIM
1014
Aigen Investment Management
New York
$35K +$35K +134 New
AIC
1015
Ameritas Investment Company
Nebraska
$33K +$30.1K +115 +958%
CI
1016
CX Institutional
Indiana
$31K
MPWT
1017
MassMutual Private Wealth & Trust
Connecticut
$31K +$6.28K +24 +25%
VEA
1018
Virtus ETF Advisers
New York
$31K +$30.9K +118 New
MF
1019
Manchester Financial
California
$30K +$29.5K +113 New
RIA
1020
Realta Investment Advisors
Delaware
$26K -$53.6K -205 -67%
BWA
1021
Burt Wealth Advisors
Maryland
$26K
FA
1022
Financial Advantage
Maryland
$26K
PAI
1023
Pittenger & Anderson Inc
Nebraska
$26K
APWM
1024
Atlas Private Wealth Management
New York
$26K +$26.1K +100 New
CT
1025
Clearstead Trust
Maine
$24K