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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
MAM
1151
Magellan Asset Management
Australia
$205K +$189K +539 New
MAM
1152
McLean Asset Management
Virginia
$205K +$190K +540 New
PCM
1153
Penserra Capital Management
California
$204K -$1.29M -3,679 -87%
AssetMark Inc
1154
AssetMark Inc
California
$204K -$3.51K -10 -2%
CI
1155
CX Institutional
Indiana
$204K +$36.2K +103 +24%
TP
1156
Tranquility Partners
Tennessee
$204K +$189K +538 New
O
1157
Ossiam
France
$203K +$181K +515 +2,575%
VVP
1158
Venture Visionary Partners
Ohio
$203K +$188K +535 New
RTC
1159
Riverview Trust Company
Washington
$202K
CFG
1160
Cooper Financial Group
California
$202K +$187K +532 New
TSS
1161
Two Sigma Securities
New York
$201K +$186K +530 New
BCA
1162
Berman Capital Advisors
Georgia
$188K +$4.92K +14 +3%
SSB
1163
Sandy Spring Bank
Maryland
$182K -$46K -131 -21%
PAI
1164
Pittenger & Anderson Inc
Nebraska
$180K
SFSIG
1165
San Francisco Sentry Investment Group
California
$171K
FPS
1166
Fieldpoint Private Securities
Connecticut
$163K +$151K +430 New
MHR
1167
Matthew Hamilton Rosenberg
$162K
HIA
1168
Harbor Investment Advisory
Maryland
$155K +$18.3K +52 +15%
FA
1169
Fortis Advisors
Pennsylvania
$152K
PFBT
1170
Parkside Financial Bank & Trust
Missouri
$151K -$14.4K -41 -9%
AWM
1171
Atticus Wealth Management
Florida
$151K
HR
1172
Howe & Rusling
New York
$146K -$29.9K -85 -18%
BWM
1173
BerganKDV Wealth Management
Minnesota
$146K +$17.9K +51 +15%
FPFS
1174
First Personal Financial Services
North Carolina
$142K
LC
1175
Lindbrook Capital
California
$134K +$32K +91 +35%