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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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 21

69% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 64

38% more capital invested

Capital invested by funds: $3.34B → $4.62B (+$1.28B)

22% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.31M

17% more funds holding

Funds holding: 218256 (+38)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.33% less ownership

Funds ownership: 93.45%93.12% (-0.33%)

Holders
256
Holders Change
+38
Holders Change %
+17.43%
% of All Funds
3.37%
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
21
Calls
$2.82M
Puts
$2.31M
Net Calls
+$510K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$38.6M -$5.23M -91,222 -13%
Ameriprise
27
Ameriprise
Minnesota
$38.1M -$13.4M -234,224 -28%
Franklin Resources
28
Franklin Resources
California
$36.4M +$6.42M +111,988 +25%
Northern Trust
29
Northern Trust
Illinois
$33.8M +$8.11M +141,352 +37%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$30.6M +$27.4M +476,869 New
FAM
31
Fred Alger Management
New York
$30.5M -$2.89M -50,337 -10%
SAM
32
Silvercrest Asset Management
New York
$30.5M +$1.15M +20,014 +4%
Charles Schwab
33
Charles Schwab
California
$28.8M +$3.88M +67,694 +18%
TCM
34
TimesSquare Capital Management
New York
$28.4M -$5.82M -101,460 -19%
UBS Group
35
UBS Group
Switzerland
$22.6M +$18.1M +315,423 +850%
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$21.7M +$8.91M +155,286 +85%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$18.3M +$10.9M +189,836 +200%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$18M +$3.34M +58,294 +26%
Goldman Sachs
39
Goldman Sachs
New York
$17.5M -$2.58M -44,922 -14%
Millennium Management
40
Millennium Management
New York
$15M -$5.46M -95,250 -29%
Renaissance Technologies
41
Renaissance Technologies
New York
$14.4M +$2.53M +44,100 +24%
JP Morgan Chase
42
JP Morgan Chase
New York
$14.3M +$4.71M +82,064 +58%
Deutsche Bank
43
Deutsche Bank
Germany
$14M +$2.66M +46,336 +27%
SIMG
44
Stephens Investment Management Group
Texas
$13.8M -$1.75M -30,596 -12%
Raymond James Financial
45
Raymond James Financial
Florida
$12.9M +$11.5M +200,816 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$12.6M +$11.3M +197,015 New
UBS AM
47
UBS AM
Illinois
$11.3M +$1.26M +21,972 +14%
PIP
48
Palisades Investment Partners
California
$10.6M +$867K +15,123 +10%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$10.5M +$2.38M +41,522 +34%
ZIM
50
Zacks Investment Management
Illinois
$10.2M +$8.64M +150,688 +1,811%

INTA Hedge Fund Activity: Q4 2024 in Review

256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q4 2024, worth a combined $4.62B — up 38% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new INTA positions and 21 closed out — a net gain of 42 holders — while 108 added to existing stakes and 64 trimmed.

The largest buyer was Invesco, adding an estimated $112M. The largest seller was Fidelity Investments, cutting an estimated $211M.

  • 256 institutional investors held Intapp (INTA) as of Q4 2024, up from 218 in Q3 2024.
  • Funds reported $4.62B of Intapp stock for Q4 2024, up 38% quarter-over-quarter.
  • 63 funds opened new Intapp positions in Q4 2024 and 21 closed out, a net change of +42 holders.
  • The largest Intapp buyer in Q4 2024 was Invesco, an estimated $112M added.
  • The largest Intapp seller in Q4 2024 was Fidelity Investments, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2024.