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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
JFGIW
1101
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$238K +$56.9K +162 +35%
AC
1102
Abbrea Capital
California
$238K +$220K +626 New
BWCS
1103
Beirne Wealth Consulting Services
Connecticut
$236K -$10.9K -31 -5%
WFA
1104
Wade Financial Advisory
California
$236K
FANJ
1105
Financial Architects (New Jersey)
New Jersey
$234K
ACM
1106
Advisors Capital Management
New Jersey
$233K -$10.9K -31 -5%
GBT
1107
Grove Bank & Trust
Florida
$233K +$215K +613 New
ESB
1108
Essex Savings Bank
Connecticut
$232K -$39.7K -113 -16%
LJAC
1109
L.J. Altfest & Co
New York
$232K +$215K +611 New
VHAM
1110
Van Hulzen Asset Management
California
$230K -$143K -406 -40%
SBL
1111
Sargent Bickham Lagudis
Colorado
$230K
SFG
1112
Sather Financial Group
Texas
$229K +$212K +604 New
SIM
1113
Sonora Investment Management
Arizona
$228K -$10.2K -29 -5%
CAM
1114
Columbia Asset Management
Michigan
$228K +$211K +600 New
ECAM
1115
East Coast Asset Management
Massachusetts
$228K +$211K +600 New
JAG
1116
Journey Advisory Group
Kentucky
$228K +$211K +600 New
RP
1117
Reinhart Partners
Wisconsin
$228K +$211K +600 New
SAMT
1118
Select Asset Management & Trust
Pennsylvania
$228K +$211K +600 New
WMC
1119
Westwood Management Corporation
Illinois
$228K +$211K +600 New
WFO
1120
Wealthgate Family Office
Colorado
$228K +$211K +601 New
CL
1121
CPWM LLC
Washington
$227K +$210K +598 New
FI
1122
FormulaFolio Investments
Michigan
$226K +$209K +595 New
WCM
1123
Wedge Capital Management
North Carolina
$226K +$209K +596 New
WA
1124
Wealth Architects
California
$225K +$208K +593 New
LSA
1125
Leonteq Securities AG
Switzerland
$224K +$207K +590 New