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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
ICM
1201
Islay Capital Management
Texas
$78K
JGIA
1202
Jackson Grant Investment Advisers
Connecticut
$78K +$72K +205 New
PFO
1203
Pathstone Family Office
New Jersey
$78K +$72K +205 New
AS
1204
Altshuler Shaham
Israel
$77K -$27K -77 -27%
TI
1205
Truehand Inc
New Hampshire
$76K
BCM
1206
Birch Capital Management
Texas
$75K
VCM
1207
Versant Capital Management
Arizona
$75K +$6.67K +19 +11%
ED
1208
Exane Derivatives
France
$74.8K +$69.2K +197 New
MPWT
1209
MassMutual Private Wealth & Trust
Connecticut
$73K +$4.21K +12 +7%
VCG
1210
Vantage Consulting Group
Virginia
$72K +$66.7K +190 New
WT
1211
Washington Trust
Rhode Island
$70K +$22.8K +65 +54%
CCA
1212
Catalyst Capital Advisors
New York
$70K +$65K +185 New
SWA
1213
Sutton Wealth Advisors
Florida
$69.5K +$2.11K +6 +3%
WR
1214
WD Rutherford
Oregon
$66K +$61.5K +175 New
WEC
1215
Winslow Evans & Crocker
Massachusetts
$65K
HGWM
1216
Harvest Group Wealth Management
Massachusetts
$64K
GWS
1217
Glassman Wealth Services
Virginia
$61K +$9.83K +28 +21%
SLF
1218
Sun Life Financial
Ontario, Canada
$59K -$1.05K -3 -2%
SIC
1219
Salem Investment Counselors
North Carolina
$59K +$26K +74 +91%
PMFA
1220
Plante Moran Financial Advisors
Michigan
$58K -$17.6K -50 -25%
MF
1221
Manchester Financial
California
$57K
CTFG
1222
Capstone Triton Financial Group
Oklahoma
$54K +$50.2K +143 New
FMII
1223
Farmers & Merchants Investments Inc
Nebraska
$51K
WPA
1224
West Paces Advisors
Georgia
$49.4K
AIG
1225
American International Group
New York
$45.7K +$3.91M +11,122 +10%