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Intapp
INTA

Overview Fund Activity

256 hedge funds and large institutions have $4.62B invested in Intapp in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+39
Holders Change %
+17.97%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
63
Increased
108
Reduced
64
Closed
20
Calls
$2.82M
Puts
$2.31M
Net Calls
+$510K
Net Calls Change
-$318K

Top Buyers

1
Invesco
Invesco
Georgia
$127M
2
BlackRock
BlackRock
New York
$296M
3
Vanguard Group
Vanguard Group
Pennsylvania
$408M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$46.2M
5
LCG
Luxor Capital Group
New York
$99.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$127M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$4.76M
3
WP
Woodline Partners
California
$2.75M
4
BAMCO Inc
BAMCO Inc
New York
$159M
5
Ameriprise
Ameriprise
Minnesota
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$8.08K +$2.31K +36 +40%
HIM
227
Hillsdale Investment Management
Ontario, Canada
$7.69K +$7.69K +120 New
RFG
228
REAP Financial Group
Texas
$6.22K +$6.22K +97 New
Jones Financial Companies
229
Jones Financial Companies
Missouri
$5.45K +$5.45K +85 New
LI
230
LRI Investments
Florida
$4.94K – – –
SAM
231
Synergy Asset Management
Washington
$4.78K +$4.78K +100 New
PS
232
Principal Securities
Iowa
$4.17K +$4.17K +65 New
BWL
233
Bogart Wealth LLC
Virginia
$3.78K +$3.78K +59 New
QL
234
Quarry LP
New York
$3.59K +$3.59K +56 New
WTA
235
Washington Trust Advisors
Massachusetts
$3.59K +$3.59K +56 New
PA
236
Parallel Advisors
California
$3.33K +$2.95K +46 +767%
RIL
237
Rothschild Investment LLC
Illinois
$3.21K +$321 +5 +11%
Bessemer Group
238
Bessemer Group
New Jersey
$3K – – –
KIM
239
Kestra Investment Management
Texas
$2.44K +$2.44K +38 New
CFB
240
Cullen/Frost Bankers
Texas
$2.31K +$2.31K +36 New
AAP
241
Arax Advisory Partners
Colorado
$2.12K +$705 +11 +50%
WA
242
Whipplewood Advisors
Colorado
$1.92K +$1.92K +30 New
SO
243
Sierra Ocean
California
$1.92K +$1.92K +30 New
CWP
244
Concord Wealth Partners
Virginia
$1.41K – – –
BAM
245
Bellevue Asset Management
Washington
$1.35K +$1.35K +21 New
CA
246
Continuum Advisory
Idaho
$1.09K +$1.09K +17 New
TFA
247
Toth Financial Advisory
Virginia
$962 – – –
S
248
SignatureFD
Georgia
$833 +$320 +5 +63%
CMBA
249
C.M. Bidwell & Associates
Hawaii
$769 – – –
WA
250
WPG Advisers
Maryland
$705 +$705 +11 New
7 8 9
10
11