We are live on ! Find out more

172 hedge funds and large institutions have $2.41B invested in Intapp in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

78% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more capital invested

Capital invested by funds: $2.05B → $2.41B (+$362M)

10% more funds holding

Funds holding: 156172 (+16)

2.74% more ownership

Funds ownership: 88.33%91.08% (+2.7%)

68% less call options, than puts

Call options by funds: $1.76M | Put options by funds: $5.47M

Holders
172
Holders Change
+16
Holders Change %
+10.26%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
80
Reduced
45
Closed
15
Calls
$1.76M
Puts
$5.47M
Net Calls
-$3.71M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$8.96M +$1.67M +45,254 +24%
UCFA
27
United Capital Financial Advisors
Texas
$8.85M +$552 +15 +0%
Deutsche Bank
28
Deutsche Bank
Germany
$8.69M +$8.02M +217,749 +2,035%
Renaissance Technologies
29
Renaissance Technologies
New York
$8.06M -$2.33M -63,400 -23%
GCM
30
Ghisallo Capital Management
Massachusetts
$7.6M
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$6.99M -$3.4M -92,301 -33%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$6.5M -$2.32M -63,034 -27%
Squarepoint
33
Squarepoint
New York
$5.79M -$2.34M -63,591 -29%
SI
34
Scout Investments
Missouri
$5.78M -$88K -2,391 -2%
HLA
35
Hamilton Lane Advisors
Pennsylvania
$5.45M
NCGI
36
Next Century Growth Investors
Minnesota
$5.2M +$756K +20,523 +18%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$5.02M +$4.86M +132,105 New
Goldman Sachs
38
Goldman Sachs
New York
$4.95M -$1.42M -38,491 -23%
CS
39
Credit Suisse
Switzerland
$4.92M -$806K -21,891 -14%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$4.87M -$135K -3,661 -3%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$4.81M +$2.15M +58,500 +86%
HIM
42
Hillsdale Investment Management
Ontario, Canada
$4.5M -$14.7K -400 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.39M -$239K -6,500 -5%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$4.28M +$976K +26,504 +31%
CRM
45
Cramer Rosenthal McGlynn
Connecticut
$4.22M +$4.09M +110,956 New
First Trust Advisors
46
First Trust Advisors
Illinois
$3.55M -$2.04M -55,499 -37%
EAM
47
Eventide Asset Management
Massachusetts
$3.27M +$1.95K +53 +0.1%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$3.26M -$685K -18,589 -18%
Federated Hermes
49
Federated Hermes
Pennsylvania
$3.11M -$208K -5,659 -6%
JP Morgan Chase
50
JP Morgan Chase
New York
$3.09M +$1.1M +29,746 +58%

INTA Hedge Fund Activity: Q4 2023 in Review

172 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q4 2023, worth a combined $2.41B — up 18% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new INTA positions and 15 closed out — a net gain of 16 holders — while 80 added to existing stakes and 45 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $57.5M. The largest seller was Temasek Holdings, cutting an estimated $92.1M.

  • 172 institutional investors held Intapp (INTA) as of Q4 2023, up from 156 in Q3 2023.
  • Funds reported $2.41B of Intapp stock for Q4 2023, up 18% quarter-over-quarter.
  • 31 funds opened new Intapp positions in Q4 2023 and 15 closed out, a net change of +16 holders.
  • The largest Intapp buyer in Q4 2023 was T. Rowe Price Investment Management, an estimated $57.5M added.
  • The largest Intapp seller in Q4 2023 was Temasek Holdings, an estimated $92.1M sold.

Based on aggregated 13F filings for Q4 2023.