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156 hedge funds and large institutions have $2.05B invested in Intapp in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 38 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.69% less ownership

Funds ownership: 90.03%88.33% (-1.7%)

7% less funds holding

Funds holding: 167156 (-11)

11% less call options, than puts

Call options by funds: $3.85M | Put options by funds: $4.3M

17% less capital invested

Capital invested by funds: $2.47B → $2.05B (-$417M)

26% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 43

Holders
156
Holders Change
-11
Holders Change %
-6.59%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
66
Reduced
38
Closed
43
Calls
$3.85M
Puts
$4.3M
Net Calls
-$457K
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NRD
101
Nebula Research & Development
New York
$341K -$140K -3,847 -27%
Man Group
102
Man Group
United Kingdom
$339K
Capstone Investment Advisors
103
Capstone Investment Advisors
New York
$335K +$365K +10,000 New
AG
104
Artal Group
Luxembourg
$335K +$365K +10,000 New
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$328K -$9.05M -247,820 -96%
EA
106
Ellsworth Advisors
Ohio
$306K +$10.4K +286 +3%
N
107
Natixis
France
$298K +$322K +8,822 New
CC
108
Corton Capital
Ontario, Canada
$284K +$8.18K +224 +3%
KeyBank National Association
109
KeyBank National Association
Ohio
$277K +$19.9K +544 +7%
ZIM
110
Zacks Investment Management
Illinois
$276K
ASRS
111
Arizona State Retirement System
Arizona
$257K +$83.4K +2,283 +42%
TD Asset Management
112
TD Asset Management
Ontario, Canada
$253K +$275K +7,536 New
PI
113
PEAK6 Investments
Illinois
$246K +$201K +5,509 +302%
HCA
114
Harbor Capital Advisors
Illinois
$245K +$173K +4,724 +182%
Franklin Resources
115
Franklin Resources
California
$235K
Wells Fargo
116
Wells Fargo
California
$233K -$240K -6,565 -49%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$211K +$230K +6,290 New
CC
118
Cipher Capital
New York
$209K +$227K +6,228 New
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
$205K -$1.55M -42,516 -87%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$145K +$74.9K +2,052 +90%
CMF
121
Counterpoint Mutual Funds
California
$138K +$150K +4,117 New
AB
122
Amalgamated Bank
New York
$102K +$25.9K +708 +30%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$82K +$89.2K +2,442 +81,400%
Citigroup
124
Citigroup
New York
$77.2K -$401K -10,981 -83%
AIP
125
Ameritas Investment Partners
Nebraska
$74K +$33.4K +915 +71%

INTA Hedge Fund Activity: Q3 2023 in Review

156 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q3 2023, worth a combined $2.05B — down 17% from $2.47B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of INTA and 32 opened new positions — a net loss of 11 holders — while 38 trimmed existing stakes and 66 added.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $20.3M. The largest seller was Millennium Management, cutting an estimated $15.9M.

  • 156 institutional investors held Intapp (INTA) as of Q3 2023, down from 167 in Q2 2023.
  • Funds reported $2.05B of Intapp stock for Q3 2023, down 17% quarter-over-quarter.
  • 32 funds opened new Intapp positions in Q3 2023 and 43 closed out, a net change of -11 holders.
  • The largest Intapp buyer in Q3 2023 was GW&K Investment Management, an estimated $20.3M added.
  • The largest Intapp seller in Q3 2023 was Millennium Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2023.