We are live on ! Find out more

218 hedge funds and large institutions have $3.34B invested in Intapp in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 73 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 24

36% more capital invested

Capital invested by funds: $2.45B → $3.34B (+$891M)

22% more call options, than puts

Call options by funds: $4.53M | Put options by funds: $3.7M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 63

15% more funds holding

Funds holding: 189218 (+29)

2.52% more ownership

Funds ownership: 90.93%93.45% (+2.5%)

Holders
218
Holders Change
+29
Holders Change %
+15.34%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
54
Increased
73
Reduced
63
Closed
24
Calls
$4.53M
Puts
$3.7M
Net Calls
+$828K
Net Calls Change
-$210K
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
151
Allspring Global Investments
North Carolina
$306K -$19.1K -474 -7%
SA
152
Sanctuary Advisors
Indiana
$301K +$201K +4,989 New
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$282K
GAM
154
Gotham Asset Management
New York
$280K +$236K +5,849 New
VA
155
Vident Advisory
Georgia
$272K -$9.44K -234 -4%
VAS
156
Vestmark Advisory Solutions
Massachusetts
$270K -$15K -373 -6%
HCA
157
Harbor Capital Advisors
Illinois
$265K +$15K +373 +7%
BFG
158
Bleakley Financial Group
New Jersey
$260K -$32.1K -795 -13%
NRD
159
Nebula Research & Development
New York
$250K -$75.9K -1,882 -26%
JSL
160
JT Stratford LLC
Georgia
$237K +$200K +4,958 New
PTC
161
Petrus Trust Company
Texas
$232K -$337K -8,356 -63%
MFA
162
Mayflower Financial Advisors
Massachusetts
$226K -$85.1K -2,111 -31%
Envestnet Portfolio Solutions
163
Envestnet Portfolio Solutions
Illinois
$223K +$188K +4,664 New
SAM
164
Shell Asset Management
Netherlands
$222K +$187K +4,634 New
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$215K +$181K +4,497 New
BHCM
166
Brevan Howard Capital Management
Jersey
$203K -$93.7K -2,325 -35%
OAC
167
OMERS Administration Corp
Ontario, Canada
$201K +$169K +4,200 New
AIP
168
Ameritas Investment Partners
Nebraska
$190K
SOW
169
State of Wyoming
Wyoming
$176K +$40K +993 +37%
PCM
170
Penserra Capital Management
California
$173K -$23.4K -581 -14%
SPIA
171
Steward Partners Investment Advisory
New York
$130K -$9.07K -225 -8%
DAM
172
Delta Asset Management
Tennessee
$124K
C
173
Covestor
United Kingdom
$116K +$7.14K +177 +8%
AssetMark Inc
174
AssetMark Inc
California
$78.9K
BTI
175
Blue Trust Inc
Georgia
$78.4K +$51.3K +1,273 +147%

INTA Hedge Fund Activity: Q3 2024 in Review

218 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q3 2024, worth a combined $3.34B — up 36% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new INTA positions and 24 closed out — a net gain of 30 holders — while 73 added to existing stakes and 63 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $52.7M. The largest seller was Fidelity International, exiting entirely with an estimated $103M sold.

  • 218 institutional investors held Intapp (INTA) as of Q3 2024, up from 189 in Q2 2024.
  • Funds reported $3.34B of Intapp stock for Q3 2024, up 36% quarter-over-quarter.
  • 54 funds opened new Intapp positions in Q3 2024 and 24 closed out, a net change of +30 holders.
  • The largest Intapp buyer in Q3 2024 was Capital World Investors, an estimated $52.7M added.
  • The largest Intapp seller in Q3 2024 was Fidelity International, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.