We are live on ! Find out more

172 hedge funds and large institutions have $2.41B invested in Intapp in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

78% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more capital invested

Capital invested by funds: $2.05B → $2.41B (+$362M)

10% more funds holding

Funds holding: 156172 (+16)

2.74% more ownership

Funds ownership: 88.33%91.08% (+2.7%)

68% less call options, than puts

Call options by funds: $1.76M | Put options by funds: $5.47M

Holders
172
Holders Change
+16
Holders Change %
+10.26%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
80
Reduced
45
Closed
15
Calls
$1.76M
Puts
$5.47M
Net Calls
-$3.71M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
126
Corton Capital
Ontario, Canada
$267K -$53.3K -1,448 -17%
AIM
127
Aigen Investment Management
New York
$259K +$250K +6,800 New
Victory Capital Management
128
Victory Capital Management
Texas
$257K +$249K +6,767 New
PTC
129
Petrus Trust Company
Texas
$253K -$140K -3,797 -36%
LCM
130
Landscape Capital Management
New Jersey
$246K +$239K +6,480 New
HCA
131
Harbor Capital Advisors
Illinois
$243K -$34.2K -930 -13%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$242K +$145K +3,931 +161%
Stifel Financial
133
Stifel Financial
Missouri
$222K +$215K +5,834 New
SO
134
STRS Ohio
Ohio
$212K +$206K +5,600 New
VA
135
Vident Advisory
Georgia
$211K -$270K -7,344 -57%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$206K +$40.4K +1,098 +25%
TRCT
137
Tower Research Capital (TRC)
New York
$188K +$166K +4,520 +1,064%
Osaic Holdings
138
Osaic Holdings
Arizona
$186K +$101K +2,743 +127%
AB
139
Amalgamated Bank
New York
$150K +$34K +924 +30%
EC
140
EntryPoint Capital
New York
$136K +$132K +3,575 New
AIP
141
Ameritas Investment Partners
Nebraska
$109K +$24.4K +662 +30%
Lazard Asset Management
142
Lazard Asset Management
New York
$74K +$2.36K +64 +3%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$60.9K +$11K +300 +23%
C
144
Covestor
United Kingdom
$60K +$41.5K +1,126 +250%
Robeco Institutional Asset Management
145
Robeco Institutional Asset Management
Netherlands
$59.4K
SPIA
146
Steward Partners Investment Advisory
New York
$52.3K
AssetMark Inc
147
AssetMark Inc
California
$49.8K +$30K +815 +165%
HNB
148
Huntington National Bank
Ohio
$36.7K +$15.8K +430 +80%
VFA
149
Virtus Fund Advisers
Connecticut
$30.7K -$48.5K -1,318 -62%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$24K +$552 +15 +2%

INTA Hedge Fund Activity: Q4 2023 in Review

172 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q4 2023, worth a combined $2.41B — up 18% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new INTA positions and 15 closed out — a net gain of 16 holders — while 80 added to existing stakes and 45 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $57.5M. The largest seller was Temasek Holdings, cutting an estimated $92.1M.

  • 172 institutional investors held Intapp (INTA) as of Q4 2023, up from 156 in Q3 2023.
  • Funds reported $2.41B of Intapp stock for Q4 2023, up 18% quarter-over-quarter.
  • 31 funds opened new Intapp positions in Q4 2023 and 15 closed out, a net change of +16 holders.
  • The largest Intapp buyer in Q4 2023 was T. Rowe Price Investment Management, an estimated $57.5M added.
  • The largest Intapp seller in Q4 2023 was Temasek Holdings, an estimated $92.1M sold.

Based on aggregated 13F filings for Q4 2023.