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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
MA
1026
MONECO Advisors
Connecticut
$301K +$40.7K +116 +16%
KP
1027
Keel Point
Alabama
$297K +$7.02K +20 +3%
MMA
1028
Miracle Mile Advisors
California
$296K
RFM
1029
Royal Fund Management
Florida
$295K -$35.1K -100 -11%
CS
1030
Comerica Securities
Michigan
$294K +$30.9K +88 +13%
CWP
1031
Curated Wealth Partners
California
$293K +$271K +772 New
PL
1032
Plancorp LLC
Missouri
$292K +$17.2K +49 +7%
FC
1033
FORA Capital
Florida
$292K +$270K +768 New
BJL
1034
Brighton Jones LLC
Washington
$291K +$269K +767 New
HB
1035
Homrich & Berg
Georgia
$290K -$67.1K -191 -20%
KIA
1036
KCM Investment Advisors
California
$288K -$5.62K -16 -2%
OCM
1037
Orchard Capital Management
Illinois
$288K +$267K +759 New
JF
1038
JSF Financial
California
$287K +$45.7K +130 +21%
GCP
1039
Gill Capital Partners
Colorado
$284K
MBTD
1040
Mechanics Bank - Trust Department
California
$284K
HFM
1041
Harvest Fund Management
China
$283K -$116K -329 -31%
KPCM
1042
Kings Point Capital Management
New York
$283K
CBFP
1043
Cedar Brook Financial Partners
Ohio
$282K +$1.76K +5 +0.7%
EDRH
1044
Edmond de Rothschild Holding
Switzerland
$278K
CAGAS
1045
Capital Advisory Group Advisory Services
Minnesota
$277K +$22.1K +63 +9%
CFB
1046
Cullen/Frost Bankers
Texas
$276K -$4.21K -12 -2%
BWP
1047
Bernardo Wealth Planning
Pennsylvania
$275K
JBA
1048
Johnson Bixby & Associates
Washington
$275K +$255K +725 New
AA
1049
AQR Arbitrage
Connecticut
$274K +$255K +725 New
AHB
1050
Abner Herrman & Brock
New Jersey
$272K +$5.62K +16 +2%