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Intapp
INTA

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: 1 → 6 (+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: 77 → 135 (+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

Top Buyers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
+$17.6M
2
Morgan Stanley
Morgan Stanley
New York
+$13.7M
3
Invesco
Invesco
Georgia
+$9.25M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$8.98M
5
Millennium Management
Millennium Management
New York
+$8.88M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$21.3M
2
UCFA
United Capital Financial Advisors
Texas
-$1.23M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$1.06M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.05M
5
VIA
Virtus Investment Advisers
Connecticut
-$782K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$3.05K -$843 -24 -26%
FFA
127
Farther Finance Advisors
California
$2.24K – – –
VWM
128
Venturi Wealth Management
Texas
$1.97K +$1.55K +44 New
GWS
129
Glassman Wealth Services
Virginia
$1.26K – – –
MCM
130
Manchester Capital Management
Vermont
$1.21K – – –
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$1K – – –
QCG
132
Quadrant Capital Group
Ohio
$808 – – –
S
133
SignatureFD
Georgia
$359 -$316 -9 -53%
SPPAM
134
Summit Partners Public Asset Management
Massachusetts
– -$1.06M -42,339 Closed
ZIM
135
Zacks Investment Management
Illinois
– -$731K -29,327 Closed
VIA
136
Vident Investment Advisory
Georgia
– -$307K -12,306 Closed
IA
137
IFP Advisors
Florida
– -$1K -25 Closed
FWM
138
Focused Wealth Management
New York
– -$524 -21 Closed
C
139
Covestor
United Kingdom
– +$35 +1 +13%
2 3 4 5
6

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.