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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
JSC
1051
Jackson Square Capital
California
$9K +$9.15K +35 New
RCC
1052
Red Cedar Capital
Nebraska
$8K +$261 +1 +3%
SCA
1053
Stonebridge Capital Advisors
Minnesota
$8K +$3.66K +14 +82%
FFC
1054
First Financial Corp
Indiana
$7K
TJHA
1055
Thomas J. Herzfeld Advisors
Florida
$7K +$261 +1 +4%
EWM
1056
EPG Wealth Management
Georgia
$7K +$7.32K +28 New
SWM
1057
Selective Wealth Management
Virginia
$6K
VNA
1058
Valley National Advisers
Pennsylvania
$6K
WCM
1059
Wealthcare Capital Management
Virginia
$6K +$6.01K +23 New
HF
1060
Halpern Financial
Virginia
$5.24K +$5.23K +20 New
MA
1061
MUFG Americas
New York
$5K -$77.9K -298 -94%
ME
1062
McIlrath & Eck
Washington
$5K
PMFA
1063
Plante Moran Financial Advisors
Michigan
$5K +$5.23K +20 New
AWA
1064
Arkadios Wealth Advisors
Georgia
$4.76K +$4.18K +16 New
APC
1065
Aspire Private Capital
North Carolina
$4K
PG
1066
Proffitt & Goodson
Tennessee
$4K
THWM
1067
Taylor Hoffman Wealth Management
Virginia
$4K
LFG
1068
Larson Financial Group
Missouri
$4K +$4.18K +16 New
TFGT
1069
TS Financial Group (TSFG)
Illinois
$3K
LWM
1070
Lionsbridge Wealth Management
Florida
$3K +$3.92K +15 New
IWP
1071
IAG Wealth Partners
Wisconsin
$2K +$1.05K +4 New
UFF
1072
USA Financial Formulas
Michigan
$2K +$2.35K +9 New
TFA
1073
Tobias Financial Advisors
Florida
$2K +$2.62K +10 New
LP
1074
LMR Partners
United Kingdom
$1.09K +$1.09M +4,160 New
AWM
1075
Avior Wealth Management
Nebraska
$1K