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77 hedge funds and large institutions have $1.28B invested in Intapp in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

50% more call options, than puts

Call options by funds: $364K | Put options by funds: $243K

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

35% more capital invested

Capital invested by funds: $951M → $1.28B (+$331M)

15% more funds holding

Funds holding: 6777 (+10)

0.67% more ownership

Funds ownership: 80.91%81.58% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
77
Holders Change
+10
Holders Change %
+14.93%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
30
Reduced
21
Closed
6
Calls
$364K
Puts
$243K
Net Calls
+$121K
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
51
Acadian Asset Management
Massachusetts
$89K +$80K +3,616 New
AB
52
Amalgamated Bank
New York
$57K
Lazard Asset Management
53
Lazard Asset Management
New York
$50K +$44.6K +2,015 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$43K +$32.3K +1,461 +535%
Osaic Holdings
55
Osaic Holdings
Arizona
$39K +$2.39K +108 +7%
Wells Fargo
56
Wells Fargo
California
$33.5K -$11.2K -506 -27%
AIP
57
Ameritas Investment Partners
Nebraska
$31.9K
Allspring Global Investments
58
Allspring Global Investments
North Carolina
$24.5K -$486 -22 -2%
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$23.5K +$3.32K +150 +19%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$16K -$44 -2 -0.3%
Citigroup
61
Citigroup
New York
$11.1K -$2.52K -114 -20%
TRCT
62
Tower Research Capital (TRC)
New York
$10K -$58.1K -2,629 -87%
UBS Group
63
UBS Group
Switzerland
$5.14K -$14.5K -655 -76%
FHA
64
First Horizon Advisors
Tennessee
$2.29K
Simplex Trading
65
Simplex Trading
Illinois
$2K
LC
66
Lindbrook Capital
California
$1.92K +$177 +8 +12%
FFA
67
Farther Finance Advisors
California
$1.25K +$1.11K +50 New
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$1K +$509 +23 New
IA
69
IFP Advisors
Florida
$1K +$553 +25 New
GWS
70
Glassman Wealth Services
Virginia
$698
MCM
71
Manchester Capital Management
Vermont
$673 +$597 +27 New
FWM
72
Focused Wealth Management
New York
$524 +$464 +21 New
QCG
73
Quadrant Capital Group
Ohio
$449
S
74
SignatureFD
Georgia
$424 +$199 +9 +113%
PA
75
Parallel Advisors
California
$249 +$221 +10 New

INTA Hedge Fund Activity: Q4 2022 in Review

77 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q4 2022, worth a combined $1.28B — up 35% from $951M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new INTA positions and 6 closed out — a net gain of 10 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was Summit Partners Public Asset Management, cutting an estimated $2.74M.

  • 77 institutional investors held Intapp (INTA) as of Q4 2022, up from 67 in Q3 2022.
  • Funds reported $1.28B of Intapp stock for Q4 2022, up 35% quarter-over-quarter.
  • 16 funds opened new Intapp positions in Q4 2022 and 6 closed out, a net change of +10 holders.
  • The largest Intapp buyer in Q4 2022 was Fidelity Investments, an estimated $10.8M added.
  • The largest Intapp seller in Q4 2022 was Summit Partners Public Asset Management, an estimated $2.74M sold.

Based on aggregated 13F filings for Q4 2022.