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135 hedge funds and large institutions have $2.48B invested in Intapp in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,160% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 5

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

162% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $829K

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

93% more capital invested

Capital invested by funds: $1.28B → $2.48B (+$1.2B)

75% more funds holding

Funds holding: 77135 (+58)

5.08% more ownership

Funds ownership: 81.58%86.66% (+5.1%)

Holders
135
Holders Change
+58
Holders Change %
+75.32%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.1%
New
63
Increased
39
Reduced
20
Closed
5
Calls
$2.17M
Puts
$829K
Net Calls
+$1.34M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
101
Raymond James & Associates
Florida
$230K +$180K +5,122 New
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$216K +$169K +4,820 New
Wells Fargo
103
Wells Fargo
California
$186K +$98.7K +2,809 +209%
EMG
104
ETF Managers Group
New Jersey
$160K +$125K +3,563 New
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$157K +$62.5K +1,778 +103%
VFA
106
Virtus Fund Advisers
Connecticut
$144K +$113K +3,207 New
ACM
107
Aquatic Capital Management
Illinois
$130K +$102K +2,900 New
CMF
108
Counterpoint Mutual Funds
California
$110K +$86.6K +2,464 New
UBS Group
109
UBS Group
Switzerland
$108K +$77.6K +2,210 +1,073%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$102K +$79.7K +2,269 New
AB
111
Amalgamated Bank
New York
$90K -$9.31K -265 -12%
Lazard Asset Management
112
Lazard Asset Management
New York
$85K -$3.83K -109 -5%
SOW
113
State of Wyoming
Wyoming
$82.5K +$64.6K +1,840 New
TAM
114
Tucker Asset Management
Colorado
$49.7K +$38.9K +1,108 New
Allspring Global Investments
115
Allspring Global Investments
North Carolina
$48.9K +$3.76K +107 +11%
AIP
116
Ameritas Investment Partners
Nebraska
$48.3K
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$35.5K -$5.3K -151 -16%
TRCT
118
Tower Research Capital (TRC)
New York
$34K +$13.5K +383 +101%
AS
119
Altshuler Shaham
Israel
$32.6K +$25.6K +728 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$28K
Citigroup
121
Citigroup
New York
$23.6K +$2.88K +82 +18%
Simplex Trading
122
Simplex Trading
Illinois
$17K +$9.98K +284 +296%
PA
123
Parallel Advisors
California
$3.68K +$2.53K +72 +720%
MA
124
MCF Advisors
Kentucky
$3.32K +$2.6K +74 New
LC
125
Lindbrook Capital
California
$3.09K -$281 -8 -10%

INTA Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q1 2023, worth a combined $2.48B — up 93% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new INTA positions and 5 closed out — a net gain of 58 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $17.6M. The largest seller was Ameriprise, cutting an estimated $21.3M.

  • 135 institutional investors held Intapp (INTA) as of Q1 2023, up from 77 in Q4 2022.
  • Funds reported $2.48B of Intapp stock for Q1 2023, up 93% quarter-over-quarter.
  • 63 funds opened new Intapp positions in Q1 2023 and 5 closed out, a net change of +58 holders.
  • The largest Intapp buyer in Q1 2023 was Federated Hermes, an estimated $17.6M added.
  • The largest Intapp seller in Q1 2023 was Ameriprise, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2023.