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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
ADL
1126
Asset Dedication LLC
California
$224K
VAM
1127
Verity Asset Management
North Carolina
$223K +$206K +586 New
VBFP
1128
Valtinson Bruner Financial Planning
Minnesota
$221K +$211K +600 New
W
1129
WealthStone
Ohio
$220K +$204K +580 New
CMA
1130
Cedar Mountain Advisors
Oregon
$218K +$351 +1 +0.2%
CG
1131
Corundum Group
Colorado
$218K +$201K +573 New
PGFC
1132
Peapack-Gladstone Financial Corp
New Jersey
$218K +$201K +573 New
PS
1133
Planned Solutions
California
$217K +$70.2K +200 +54%
PP
1134
Palladium Partners
Virginia
$217K +$200K +570 New
EI
1135
Ellevest Inc
New York
$216K +$66K +188 +49%
BCM
1136
Brookstone Capital Management
Illinois
$216K +$200K +569 New
FCA
1137
FinTrust Capital Advisors
South Carolina
$215K -$33.7K -96 -15%
MA
1138
MJP Associates
Connecticut
$215K +$199K +566 New
JFA
1139
Johanson Financial Advisors
California
$214K +$198K +563 New
MIH
1140
Meitav Investment House
Israel
$213K +$197K +561 New
RIG
1141
RiverFront Investment Group
Virginia
$213K +$197K +561 New
HS
1142
Haafor (Singapore)
Singapore
$212K +$196K +557 New
PAA
1143
Peregrine Asset Advisers
Oregon
$212K +$196K +557 New
VAG
1144
VisionPoint Advisory Group
Texas
$210K -$107K -305 -36%
LF
1145
LifeSteps Financial
California
$210K +$195K +554 New
NERM
1146
New England Research & Management
Illinois
$209K +$193K +550 New
WSTAM
1147
Wilbanks Smith & Thomas Asset Management
Virginia
$209K +$193K +550 New
DLA
1148
Douglas Lane & Associates
New York
$208K +$192K +547 New
VPI
1149
Value Partners Investments
Manitoba, Canada
$206K +$190K +542 New
CST
1150
Charles Schwab Trust
Nevada
$206K +$191K +543 New