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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
FWM
1076
Frontier Wealth Management
Missouri
$254K
AW
1077
ACG Wealth
Georgia
$254K +$351 +1 +0.1%
AF
1078
Advisornet Financial
Minnesota
$253K -$8.78K -25 -4%
CWM
1079
Concentrum Wealth Management
California
$253K
AG
1080
AIA Group
Hong Kong
$253K +$234K +665 New
SICM
1081
Sustainable Insight Capital Management
New York
$252K +$233K +664 New
MWA
1082
Meridian Wealth Advisors
Texas
$251K +$232K +661 New
GA
1083
Geller Advisors
New York
$250K +$210K +597 New
RCAG
1084
Rehmann Capital Advisory Group
Michigan
$249K +$4.57K +13 +2%
FPA
1085
First Pacific Advisors
California
$248K -$7.38K -21 -3%
DADC
1086
D.A. Davidson & Co
Montana
$248K +$229K +652 New
NFSG
1087
Newbridge Financial Services Group
Florida
$247K
MSA
1088
Marino Stram & Associates
Massachusetts
$247K +$351 +1 +0.2%
TFO
1089
Tarbox Family Office
California
$247K +$6.32K +18 +3%
LWMM
1090
Legacy Wealth Management (Mississippi)
Mississippi
$247K
HHGA
1091
Halbert Hargrove Global Advisors
California
$246K -$3.86K -11 -2%
EFS
1092
Essex Financial Services
Connecticut
$246K
OCM
1093
One Capital Management
California
$244K -$301K -858 -57%
FCH
1094
Freestone Capital Holdings
Washington
$244K +$53K +151 +31%
MC
1095
Moors & Cabot
Massachusetts
$243K -$7.02K -20 -3%
HFAS
1096
Hummer Financial Advisory Services
Illinois
$243K
CICI
1097
Capital Investment Counsel Inc
North Carolina
$240K -$87.8K -250 -28%
RWA
1098
Redhawk Wealth Advisors
Minnesota
$240K +$222K +633 New
KFS
1099
Kurt F. Somerville
$239K
LB
1100
Legacy Bridge
Iowa
$239K