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178 hedge funds and large institutions have $2.24B invested in Intapp in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 45

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 172178 (+6)

0.76% less ownership

Funds ownership: 91.08%90.32% (-0.76%)

7% less capital invested

Capital invested by funds: $2.41B → $2.24B (-$174M)

57% less call options, than puts

Call options by funds: $1.56M | Put options by funds: $3.65M

Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
33
Increased
80
Reduced
45
Closed
25
Calls
$1.56M
Puts
$3.65M
Net Calls
-$2.08M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
151
First Horizon Advisors
Tennessee
$15.6K
TRCT
152
Tower Research Capital (TRC)
New York
$12.6K -$180K -4,579 -93%
MA
153
MCF Advisors
Kentucky
$5.83K
MG
154
Mather Group
Illinois
$5.13K +$5.3K +135 New
PPC
155
Park Place Capital
Alabama
$4.56K
CAM
156
ClariVest Asset Management
California
$4.56K +$5.22K +133 New
Osaic Holdings
157
Osaic Holdings
Arizona
$3.43K -$189K -4,800 -98%
JSAM
158
J. Safra Asset Management
New York
$3.33K +$3.81K +97 New
GI
159
GAMMA Investing
California
$3.02K -$2.28K -58 -40%
PTC
160
Private Trust Company
Ohio
$2.81K
LC
161
Lindbrook Capital
California
$2.37K
BFEC
162
Benjamin F. Edwards & Company
Missouri
$2K +$1.96K +50 New
FFA
163
Farther Finance Advisors
California
$1.65K
HT
164
Headlands Technologies
Illinois
$1.54K -$4.4K -112 -71%
GRP
165
Global Retirement Partners
California
$1.51K +$1.1K +28 +175%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$1.37K +$668 +17 +74%
AAP
167
Arax Advisory Partners
Colorado
$1.13K
QCG
168
Quadrant Capital Group
Ohio
$618
TFA
169
Toth Financial Advisory
Virginia
$515
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$430 +$511 +13 New
PA
171
Parallel Advisors
California
$343 -$904 -23 -70%
Citadel Advisors
172
Citadel Advisors
Florida
$274
S
173
SignatureFD
Georgia
$274
CMBA
174
C.M. Bidwell & Associates
Hawaii
$206
RIL
175
Rothschild Investment LLC
Illinois
$172 +$196 +5 New

INTA Hedge Fund Activity: Q1 2024 in Review

178 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q1 2024, worth a combined $2.24B — down 7.2% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new INTA positions and 25 closed out — a net gain of 8 holders — while 80 added to existing stakes and 45 trimmed.

The largest buyer was BAMCO Inc, opening a new position worth an estimated $101M. The largest seller was Great Hill Partners, cutting an estimated $275M.

  • 178 institutional investors held Intapp (INTA) as of Q1 2024, up from 172 in Q4 2023.
  • Funds reported $2.24B of Intapp stock for Q1 2024, down 7.2% quarter-over-quarter.
  • 33 funds opened new Intapp positions in Q1 2024 and 25 closed out, a net change of +8 holders.
  • The largest Intapp buyer in Q1 2024 was BAMCO Inc, an estimated $101M added.
  • The largest Intapp seller in Q1 2024 was Great Hill Partners, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2024.