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Intapp
INTA

Overview Fund Activity

256 hedge funds and large institutions have $4.62B invested in Intapp in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+39
Holders Change %
+17.97%
% of All Funds
3.41%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
63
Increased
108
Reduced
64
Closed
20
Calls
$2.82M
Puts
$2.31M
Net Calls
+$510K
Net Calls Change
-$318K

Top Buyers

1
Invesco
1
Invesco
Georgia
$127M
2
BlackRock
2
BlackRock
New York
$296M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$408M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$46.2M
5
LCG
5
Luxor Capital Group
New York
$99.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$127M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$4.76M
3
WP
3
Woodline Partners
California
$2.75M
4
BAMCO Inc
4
BAMCO Inc
New York
$159M
5
Ameriprise
5
Ameriprise
Minnesota
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
151
Thoroughbred Financial Services
Tennessee
$387K +$387K +6,039 New
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$380K +$81.5K +1,272 +27%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$378K +$378K +5,903 New
PCM
154
Prelude Capital Management
New York
$367K -$1.84M -28,765 -83%
VF
155
Virtu Financial
New York
$363K -$452K -7,066 -55%
OAM
156
Oppenheimer Asset Management
New York
$360K -$626K -9,771 -64%
AIP
157
Ameritas Investment Partners
Nebraska
$358K +$103K +1,604 +40%
SOW
158
State of Wyoming
Wyoming
$349K +$114K +1,773 +48%
SA
159
Sanctuary Advisors
Indiana
$349K -$12.8K -177 -4%
Truist Financial
160
Truist Financial
North Carolina
$349K +$349K +5,442 New
FC
161
FORA Capital
Florida
$337K -$421K -6,562 -55%
CWM
162
CIBC World Markets
New York
$320K +$320K +4,990 New
GAM
163
Gotham Asset Management
New York
$316K -$58.5K -913 -16%
Creative Planning
164
Creative Planning
Kansas
$314K +$314K +4,906 New
VWM
165
Venturi Wealth Management
Texas
$305K +$305K +4,761 New
SAM
166
Shell Asset Management
Netherlands
$297K – – –
OQS
167
Occudo Quantitative Strategies
Florida
$293K +$293K +4,564 New
Principal Financial Group
168
Principal Financial Group
Iowa
$291K +$291K +4,539 New
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$288K -$320 -5 -0.1%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$283K +$283K +4,410 New
A
171
AlphaQuest
New York
$276K +$203K +3,173 +279%
DT
172
Diversified Trust
Tennessee
$264K +$264K +4,116 New
AIM
173
Aigen Investment Management
New York
$263K +$263K +4,097 New
AI
174
Atria Investments
North Carolina
$262K +$262K +4,090 New
X
175
Xponance
Pennsylvania
$243K +$243K +3,796 New
5 6
7
8 9