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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
PCP
1051
Proficio Capital Partners
Massachusetts
$272K +$16.5K +47 +7%
SPC
1052
Sigma Planning Corp
Michigan
$270K -$309K -881 -55%
TNBTD
1053
Trustmark National Bank Trust Department
Mississippi
$270K
CC
1054
Caxton Corporation
New Jersey
$270K +$249K +710 New
TFF
1055
The Family Firm
Maryland
$269K +$32.3K +92 +15%
SC
1056
Scotia Capital
Ontario, Canada
$266K -$12.6K -36 -5%
DA
1057
DCM Advisors
New York
$266K +$246K +700 New
OA
1058
Oxbow Advisors
Texas
$265K -$42.1K -120 -15%
AP
1059
Americana Partners
Texas
$265K
HPWM
1060
Highland Private Wealth Management
Washington
$264K +$10.9K +31 +5%
CFA
1061
Carroll Financial Associates
North Carolina
$263K
FSC
1062
Full Sail Capital
Oklahoma
$263K +$246K +700 New
BAM
1063
Belpointe Asset Management
Nevada
$262K -$14.4K -41 -6%
SF
1064
Synovus Financial
Georgia
$261K +$242K +688 New
PFS
1065
Prospera Financial Services
Texas
$260K +$152K +433 +173%
PCS
1066
Personal CFO Solutions
New Jersey
$259K -$44.6K -127 -16%
VWM
1067
Vigilare Wealth Management
Arizona
$259K +$7.02K +20 +3%
CAM
1068
CenterStar Asset Management
Illinois
$257K
TPWA
1069
TRUE Private Wealth Advisors
Oregon
$257K +$26.7K +76 +13%
JGUA
1070
John G. Ullman & Associates
New York
$256K
LIM
1071
Leavell Investment Management
Alabama
$256K
SLT
1072
St Louis Trust
Missouri
$256K
AWM
1073
Aevitas Wealth Management
Massachusetts
$256K +$351 +1 +0.1%
FLPIM
1074
F.L. Putnam Investment Management
Massachusetts
$256K +$2.46K +7 +1%
TA
1075
Tiedemann Advisors
New York
$256K +$236K +671 New