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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
HDIM
1026
Hanson & Doremus Investment Management
Vermont
$23K
IA
1027
IndexIQ Advisors
New York
$23K +$23K +88 New
First Manhattan
1028
First Manhattan
New York
$22K -$3.92K -15 -15%
AF
1029
Allworth Financial
California
$22K
SBL
1030
Sargent Bickham Lagudis
Colorado
$22K
ICM
1031
Islay Capital Management
Texas
$22K +$22K +84 New
AS
1032
Altshuler Shaham
Israel
$21K -$2.09K -8 -9%
LWANC
1033
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K
SC
1034
Steph & Co
Wisconsin
$21K +$20.7K +79 New
HI
1035
Human Investing
Oregon
$20K
IIA
1036
ICW Investment Advisors
Arizona
$19K +$18.6K +71 New
BWM
1037
Baystate Wealth Management
Massachusetts
$16K +$5.49K +21 +53%
VCP
1038
Verus Capital Partners
Arizona
$16K +$16K +61 New
PCIA
1039
Prime Capital Investment Advisors
Kansas
$15K -$52.3K -200 -78%
TSW
1040
Thompson Siegel & Walmsley
Virginia
$15K
TCWM
1041
Total Clarity Wealth Management
Illinois
$14K +$14.4K +55 New
BCM
1042
Bourgeon Capital Management
Connecticut
$12K
IRC
1043
Investors Research Corp
Georgia
$12K
PFGIA
1044
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$4.71K +18 +62%
HWM
1045
HighMark Wealth Management
Minnesota
$12K +$12K +46 New
H
1046
Hexavest
Quebec, Canada
$11K
EWA
1047
Evolution Wealth Advisors
Florida
$11K +$1.57K +6 +16%
GWS
1048
Glassman Wealth Services
Virginia
$10K -$261 -1 -3%
SC
1049
Solstein Capital
California
$10K +$10.5K +40 New
CQS
1050
Credential Qtrade Securities
$9.95K