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167 hedge funds and large institutions have $2.47B invested in Intapp in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

113% more call options, than puts

Call options by funds: $2.71M | Put options by funds: $1.27M

89% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 38

24% more funds holding

Funds holding: 135167 (+32)

3.37% more ownership

Funds ownership: 86.66%90.03% (+3.4%)

0% less capital invested

Capital invested by funds: $2.48B → $2.47B (-$9.57M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
167
Holders Change
+32
Holders Change %
+23.7%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
41
Increased
72
Reduced
38
Closed
8
Calls
$2.71M
Puts
$1.27M
Net Calls
+$1.44M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
151
Simplex Trading
Illinois
$20K +$5.17K +120 +32%
QL
152
Quarry LP
New York
$17.4K +$17.9K +415 New
NA
153
NewEdge Advisors
Louisiana
$14.7K +$15.1K +350 New
C
154
Covestor
United Kingdom
$11K +$11.3K +263 +2,922%
IA
155
IFP Advisors
Florida
$3.06K +$3.15K +73 New
LC
156
Lindbrook Capital
California
$2.89K
FFA
157
Farther Finance Advisors
California
$2.1K
FHA
158
First Horizon Advisors
Tennessee
$1.97K -$905 -21 -31%
GWS
159
Glassman Wealth Services
Virginia
$1.17K
S
160
SignatureFD
Georgia
$1.05K +$733 +17 +213%
PA
161
Parallel Advisors
California
$1.01K -$2.5K -58 -71%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$964
MCM
163
Manchester Capital Management
Vermont
$755 -$388 -9 -33%
QCG
164
Quadrant Capital Group
Ohio
$755
TFA
165
Toth Financial Advisory
Virginia
$629 +$647 +15 New
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$126 +$129 +3 New
BSG
167
Black Swift Group
Colorado
-$673K -15,000 Closed
SSA
168
Schonfeld Strategic Advisors
New York
-$478K -10,660 Closed
AC
169
AXQ Capital
New Jersey
-$309K -6,900 Closed
TDC
170
Thompson Davis & Co
Virginia
-$291K -6,500 Closed
DU
171
Delphia (USA)
Ontario, Canada
-$285K -6,355 Closed
CMF
172
Counterpoint Mutual Funds
California
-$110K -2,464 Closed
TAM
173
Tucker Asset Management
Colorado
-$49.7K -1,108 Closed
VWM
174
Venturi Wealth Management
Texas
-$1.97K -44 Closed

INTA Hedge Fund Activity: Q2 2023 in Review

167 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q2 2023, worth a combined $2.47B — down 0.39% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new INTA positions and 8 closed out — a net gain of 33 holders — while 72 added to existing stakes and 38 trimmed.

The largest buyer was Praesidium Investment Management Company, adding an estimated $54.7M. The largest seller was Temasek Holdings, cutting an estimated $107M.

  • 167 institutional investors held Intapp (INTA) as of Q2 2023, up from 135 in Q1 2023.
  • Funds reported $2.47B of Intapp stock for Q2 2023, down 0.39% quarter-over-quarter.
  • 41 funds opened new Intapp positions in Q2 2023 and 8 closed out, a net change of +33 holders.
  • The largest Intapp buyer in Q2 2023 was Praesidium Investment Management Company, an estimated $54.7M added.
  • The largest Intapp seller in Q2 2023 was Temasek Holdings, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2023.