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1,009 hedge funds and large institutions have $60.6B invested in Intuit in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 368 increasing their positions, 387 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 66

20% more call options, than puts

Call options by funds: $518M | Put options by funds: $430M

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

1% more funds holding

Funds holding: 9981,009 (+11)

1% more capital invested

Capital invested by funds: $59.8B → $60.6B (+$770M)

0.77% less ownership

Funds ownership: 88.42%87.64% (-0.77%)

5% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 387

Holders
1,009
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
22.13%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.72%
New
84
Increased
368
Reduced
387
Closed
66
Calls
$518M
Puts
$430M
Net Calls
+$87.9M
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
TRAM
1051
Tuscan Ridge Asset Management
Illinois
-$247K -945 Closed
WSTAM
1052
Wilbanks Smith & Thomas Asset Management
Virginia
-$222K -851 Closed
GCA
1053
Gradient Capital Advisors
California
-$204K -779 Closed
TNBTD
1054
Trustmark National Bank Trust Department
Mississippi
-$165K -629 Closed
YWP
1055
YorkBridge Wealth Partners
New York
-$134K -514 Closed
PCP
1056
Proficio Capital Partners
Massachusetts
-$116K -442 Closed
TPWA
1057
TRUE Private Wealth Advisors
Oregon
-$104K -400 Closed
CF
1058
Centaurus Financial
California
-$101K -386 Closed
JWM
1059
Janiczek Wealth Management
Colorado
-$78K -300 Closed
M
1060
MOTCO
Texas
-$61K -234 Closed
ONST
1061
Old North State Trust
North Carolina
-$59K -225 Closed
DWM
1062
Doyle Wealth Management
Florida
-$52K -200 Closed
IWA
1063
IBEX Wealth Advisors
New Jersey
-$48K -186 Closed
FIA
1064
FNY Investment Advisers
New York
-$30K -118 Closed
MF
1065
Manchester Financial
California
-$30K -113 Closed
SMFS
1066
Squar Milner Financial Services
California
-$7K -25 Closed
AC
1067
Avestar Capital
New York
-$3K -18 Closed
DWM
1068
Destination Wealth Management
California
-$5K -18 Closed
CIAS
1069
Capital Investment Advisory Services
North Carolina
-$4K -15 Closed
CFA
1070
Camarda Financial Advisors
Florida
-$2K -8 Closed
EWM
1071
Executive Wealth Management
Michigan
-$2K -8 Closed
DOA
1072
D'Orazio & Associates
Virginia
-$2K -6 Closed
GC
1073
Globeflex Capital
California
-$2K -6 Closed
ED
1074
Exane Derivatives
France
-$261 -1 Closed
PWP
1075
Personal Wealth Partners
Minnesota
+$275 +1 New