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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
FMP
1251
Financial Management Professionals
Texas
$23K -$9.83K -28 -32%
PCIA
1252
Prime Capital Investment Advisors
Kansas
$22K
TSW
1253
Thompson Siegel & Walmsley
Virginia
$22K
FFC
1254
First Financial Corp
Indiana
$20K +$9.13K +26 +96%
HDIM
1255
Hanson & Doremus Investment Management
Vermont
$19K
AWA
1256
Arkadios Wealth Advisors
Georgia
$17K -$25.6K -73 -62%
BCM
1257
Bourgeon Capital Management
Connecticut
$17K
IRC
1258
Investors Research Corp
Georgia
$17K
H
1259
Hexavest
Quebec, Canada
$16K
BII
1260
Bainco International Investors
Massachusetts
$15K +$13K +37 New
CQS
1261
Credential Qtrade Securities
$14.4K
EWA
1262
Evolution Wealth Advisors
Florida
$14K
CPWM
1263
Cypress Point Wealth Management
Texas
$14K +$13.3K +38 New
BWA
1264
BDO Wealth Advisors
Florida
$12K
FRA
1265
Front Row Advisors
California
$12K
HWM
1266
HighMark Wealth Management
Minnesota
$12K
CL
1267
COWA LLC
Oklahoma
$12K +$11.9K +34 New
PGAM
1268
Princeton Global Asset Management
New Jersey
$11K -$28.1K -80 -73%
CB
1269
Community Bank
New York
$11K +$10.5K +30 New
TWM
1270
Tradition Wealth Management
Minnesota
$11K +$10.5K +30 New
M
1271
MOTCO
Texas
$10K
BWM
1272
Baystate Wealth Management
Massachusetts
$8K -$14.4K -41 -66%
ME
1273
McIlrath & Eck
Washington
$8K
RCC
1274
Red Cedar Capital
Nebraska
$8K
SWM
1275
Selective Wealth Management
Virginia
$8K