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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
VNA
1276
Valley National Advisers
Pennsylvania
$8K
MS
1277
Mizuho Securities
Japan
$7K +$6.67K +19 New
CIA
1278
CSat Investment Advisory
Michigan
$6K -$477K -1,357 -99%
APC
1279
Aspire Private Capital
North Carolina
$6K
ACA
1280
Atlas Capital Advisors
Wyoming
$5.32K +$4.92K +14 New
SL
1281
Savior LLC
Massachusetts
$5K -$1.76K -5 -29%
CFO
1282
CVA Family Office
Colorado
$5K
PG
1283
Proffitt & Goodson
Tennessee
$5K
TFGT
1284
TS Financial Group (TSFG)
Illinois
$5K
BSSFA
1285
Baron Silver Stevens Financial Advisors
Florida
$5K +$5.27K +15 New
PO
1286
Private Ocean
California
$4K
GWMIA
1287
Global Wealth Management Investment Advisory
Florida
$4K +$3.51K +10 New
GEA
1288
Glen Eagle Advisors
New Jersey
$3.04K -$2.81K -8 -50%
ARMC
1289
American Research & Management Company
Massachusetts
$3K
AWM
1290
Accel Wealth Management
Iowa
$3K +$2.46K +7 New
Q
1291
QVR
California
$3K +$2.46K +7 New
RA
1292
Resolute Advisors
California
$3K +$2.46K +7 New
APWA
1293
Atlas Private Wealth Advisors
New Jersey
$3K +$2.81K +8 New
CWM
1294
Curi Wealth Management
North Carolina
$3K +$2.81K +8 New
GFPC
1295
Global Financial Private Client
Florida
$2.28K +$2.11K +6 New
FI
1296
Fosun International
China
$2.16K +$256K +730 +15%
HI
1297
Hudock Inc
Pennsylvania
$2K -$2.46K -7 -54%
GC
1298
Globeflex Capital
California
$2K
GI
1299
Gradient Investments
Minnesota
$2K
IFAM
1300
Institutional & Family Asset Management
Colorado
$2K