217 hedge funds and large institutions have $3.32B invested in Intapp in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+29
Holders Change %
+15.43%
% of All Funds
3.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
53
Increased
73
Reduced
63
Closed
23
Calls
$4.53M
Puts
$3.7M
Net Calls
+$828K
Net Calls Change
-$210K
Name Holding Trade Value Shares
Change
Shares
Change %
SA
151
Sanctuary Advisors
Indiana
$301K +$301K +4,989 New
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$282K
GAM
153
Gotham Asset Management
New York
$280K +$280K +5,849 New
VA
154
Vident Advisory
Georgia
$272K -$11.2K -234 -4%
VAS
155
Vestmark Advisory Solutions
Massachusetts
$270K -$17.8K -373 -6%
HCA
156
Harbor Capital Advisors
Illinois
$265K +$17.8K +373 +7%
BFG
157
Bleakley Financial Group
New Jersey
$260K -$38K -795 -13%
NRD
158
Nebula Research & Development
New York
$250K -$90K -1,882 -26%
JSL
159
JT Stratford LLC
Georgia
$237K +$237K +4,958 New
PTC
160
Petrus Trust Company
Texas
$232K -$400K -8,356 -63%
MFA
161
Mayflower Financial Advisors
Massachusetts
$226K -$101K -2,111 -31%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$223K +$223K +4,664 New
SAM
163
Shell Asset Management
Netherlands
$222K +$222K +4,634 New
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$215K +$215K +4,497 New
BHCM
165
Brevan Howard Capital Management
Jersey
$203K -$111K -2,325 -35%
OAC
166
OMERS Administration Corp
Ontario, Canada
$201K +$201K +4,200 New
AIP
167
Ameritas Investment Partners
Nebraska
$190K
SOW
168
State of Wyoming
Wyoming
$176K +$47.5K +993 +37%
PCM
169
Penserra Capital Management
California
$173K -$27.7K -581 -14%
SPIA
170
Steward Partners Investment Advisory
New York
$130K -$10.8K -225 -8%
DAM
171
Delta Asset Management
Tennessee
$124K
C
172
Covestor
United Kingdom
$116K +$8.49K +177 +8%
AssetMark Inc
173
AssetMark Inc
California
$78.9K
BTI
174
Blue Trust Inc
Georgia
$78.4K +$46.7K +1,273 +147%
VFA
175
Virtus Fund Advisers
Connecticut
$67.2K