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1,311 hedge funds and large institutions have $88.2B invested in Intuit in 2020 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 528 increasing their positions, 385 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 65

37% more repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 385

36% more funds holding in top 10

Funds holding in top 10: 3953 (+14)

20% more capital invested

Capital invested by funds: $73.8B → $88.2B (+$14.4B)

12% more funds holding

Funds holding: 1,1751,311 (+136)

8% less call options, than puts

Call options by funds: $621M | Put options by funds: $678M

2.1% less ownership

Funds ownership: 86.5%84.4% (-2.1%)

Holders
1,311
Holders Change
+136
Holders Change %
+11.57%
% of All Funds
23.2%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.94%
New
218
Increased
528
Reduced
385
Closed
65
Calls
$621M
Puts
$678M
Net Calls
-$57M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1001
Ritholtz Wealth Management
New York
$324K +$54.1K +154 +22%
CA
1002
Cetera Advisors
Colorado
$322K -$32K -91 -10%
BS
1003
Boenning & Scattergood
Pennsylvania
$321K
IFS
1004
Ifrah Financial Services
Arkansas
$319K +$14K +40 +5%
KPW
1005
Kore Private Wealth
New York
$317K +$65K +185 +28%
CPA
1006
Clear Perspective Advisors
Illinois
$316K -$4.92K -14 -2%
KWM
1007
Kingsview Wealth Management
Oregon
$316K +$1.41K +4 +0.5%
VC
1008
Veery Capital
Delaware
$316K +$292K +832 New
DWT
1009
Dorsey & Whitney Trust
South Dakota
$315K -$13K -37 -4%
HZ
1010
Hixon Zuercher
Ohio
$315K
RMC
1011
Resources Management Corp
Connecticut
$313K
FHA
1012
Flagship Harbor Advisors
Massachusetts
$312K +$49.2K +140 +21%
SP
1013
Successful Portfolios
Florida
$311K +$4.92K +14 +2%
FFN
1014
Focus Financial Network
Minnesota
$309K +$13.7K +39 +5%
AF
1015
Arrow Financial
New York
$308K
RPWA
1016
Regent Peak Wealth Advisors
Georgia
$308K +$46K +131 +19%
TH
1017
TCTC Holdings
Texas
$307K
AIM
1018
Anchor Investment Management
South Carolina
$306K +$31.6K +90 +13%
BOC
1019
Barbara Oil Co
Illinois
$304K
ECM
1020
Elgethun Capital Management
South Dakota
$304K
HCA
1021
Horan Capital Advisors
Ohio
$304K
HTC
1022
Hershey Trust Company
Pennsylvania
$304K +$281K +800 New
QTM
1023
qPULA Trading Management
New York
$304K +$281K +800 New
MIAS
1024
Mason Investment Advisory Services
Virginia
$304K
BLAM
1025
Bourne Lent Asset Management
New York
$303K +$351 +1 +0.1%