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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
NSB
1226
Norway Savings Bank
Maine
$44K +$5.62K +16 +16%
EFSCE
1227
Enterprise Financial Services Corp (EFSC)
Missouri
$43K -$2.11K -6 -5%
TFIPS
1228
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.8K +$38.6K +110 New
APWM
1229
Atlas Private Wealth Management
New York
$39K
PWMG
1230
Prestige Wealth Management Group
New Jersey
$39K
BWA
1231
Burt Wealth Advisors
Maryland
$37K
FA
1232
Financial Advantage
Maryland
$37K
CWP
1233
Concord Wealth Partners
Virginia
$37K +$34.1K +97 New
CA
1234
Crewe Advisors
Utah
$35K -$702 -2 -2%
CFD
1235
Creative Financial Designs
Indiana
$35K
GCGDR
1236
Geo Capital Gestora de Recursos
Brazil
$35K +$32.3K +92 New
AWG
1237
Altus Wealth Group
Colorado
$33K +$30.6K +87 New
Jones Financial Companies
1238
Jones Financial Companies
Missouri
$32K +$29.9K +85 New
AWM
1239
Avior Wealth Management
Nebraska
$31K
LWANC
1240
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K
Canada Pension Plan Investment Board
1241
Canada Pension Plan Investment Board
Ontario, Canada
$29K -$10.3M -29,216 -100%
CWA
1242
Clearview Wealth Advisors
Oregon
$29K +$26.7K +76 New
TIAM2
1243
Tru Independence Asset Management 2
Oregon
$29K +$27K +77 New
SC
1244
Steph & Co
Wisconsin
$28K
PFGIA
1245
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$1.41K -4 -5%
MLFP
1246
MPS Loria Financial Planners
Illinois
$27K +$7.73K +22 +44%
MA
1247
MUFG Americas
New York
$26K +$22.5K +64 +1,600%
AF
1248
Allworth Financial
California
$25K
HI
1249
Human Investing
Oregon
$25K
CT
1250
Clearstead Trust
Maine
$24K -$702 -2 -3%