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178 hedge funds and large institutions have $2.24B invested in Intapp in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 45

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 172178 (+6)

0.76% less ownership

Funds ownership: 91.08%90.32% (-0.76%)

7% less capital invested

Capital invested by funds: $2.41B → $2.24B (-$174M)

57% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $3.65M

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
33
Increased
80
Reduced
45
Closed
25
Calls
$1.56M
Puts
$3.65M
Net Calls
-$2.08M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$10.8M +$3.15M +80,294 +34%
Bank of America
27
Bank of America
North Carolina
$10M -$43.4K -1,104 -0.4%
Millennium Management
28
Millennium Management
New York
$9.42M -$7.16M -182,365 -40%
SIMG
29
Stephens Investment Management Group
Texas
$9.31M +$10.7M +271,420 New
Franklin Resources
30
Franklin Resources
California
$8.22M +$9.41M +239,541 New
UCFA
31
United Capital Financial Advisors
Texas
$7.91M -$87.1K -2,216 -1%
CRM
32
Cramer Rosenthal McGlynn
Connecticut
$6.67M +$3.28M +83,508 +75%
Jane Street
33
Jane Street
New York
$5.71M +$5.57M +141,740 +573%
SI
34
Scout Investments
Missouri
$5.38M +$418K +10,636 +7%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$5.21M -$1.26M -32,111 -17%
HLA
36
Hamilton Lane Advisors
Pennsylvania
$4.91M
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$4.72M +$4.32M +110,066 +401%
NCGI
38
Next Century Growth Investors
Minnesota
$4.71M +$21.2K +539 +0.4%
Goldman Sachs
39
Goldman Sachs
New York
$4.67M +$240K +6,102 +5%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$4.61M +$854K +21,749 +19%
CS
41
Credit Suisse
Switzerland
$4.51M +$85K +2,164 +2%
Marshall Wace
42
Marshall Wace
United Kingdom
$4.46M +$4.78M +121,610 +1,431%
Prudential Financial
43
Prudential Financial
New Jersey
$4.46M +$2.97M +75,725 +140%
HIM
44
Hillsdale Investment Management
Ontario, Canada
$4.41M +$397K +10,100 +9%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$4.32M -$40.2K -1,024 -0.8%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$4.28M -$1.81M -46,161 -27%
JP Morgan Chase
47
JP Morgan Chase
New York
$3.95M +$1.33M +33,949 +42%
Squarepoint
48
Squarepoint
New York
$3.93M -$1.48M -37,632 -25%
ZCM
49
Ziegler Capital Management
Illinois
$3.84M +$4.4M +111,983 New
Deutsche Bank
50
Deutsche Bank
Germany
$3.42M -$5.06M -128,713 -56%

INTA Hedge Fund Activity: Q1 2024 in Review

178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q1 2024, worth a combined $2.24B — down 7.2% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new INTA positions and 25 closed out — a net gain of 8 holders — while 80 added to existing stakes and 45 trimmed.

The largest buyer was BAMCO Inc, opening a new position worth an estimated $101M. The largest seller was Great Hill Partners, cutting an estimated $275M.

  • 178 institutional investors held Intapp (INTA) as of Q1 2024, up from 172 in Q4 2023.
  • Funds reported $2.24B of Intapp stock for Q1 2024, down 7.2% quarter-over-quarter.
  • 33 funds opened new Intapp positions in Q1 2024 and 25 closed out, a net change of +8 holders.
  • The largest Intapp buyer in Q1 2024 was BAMCO Inc, an estimated $101M added.
  • The largest Intapp seller in Q1 2024 was Great Hill Partners, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2024.