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189 hedge funds and large institutions have $2.45B invested in Intapp in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 45

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

51% more call options, than puts

Call options by funds: $3.08M | Put options by funds: $2.04M

9% more capital invested

Capital invested by funds: $2.24B → $2.45B (+$210M)

6% more funds holding

Funds holding: 178189 (+11)

0.61% more ownership

Funds ownership: 90.32%90.93% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
189
Holders Change
+11
Holders Change %
+6.18%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
88
Reduced
45
Closed
27
Calls
$3.08M
Puts
$2.04M
Net Calls
+$1.04M
Net Calls Change
+$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$2.71K +$1.02K +30 +68%
HT
177
Headlands Technologies
Illinois
$2.49K +$782 +23 +51%
US Bancorp
178
US Bancorp
Minnesota
$2.35K +$2.18K +64 New
FFA
179
Farther Finance Advisors
California
$1.82K
AAP
180
Arax Advisory Partners
Colorado
$1.5K +$272 +8 +24%
TFA
181
Toth Financial Advisory
Virginia
$551
CMBA
182
C.M. Bidwell & Associates
Hawaii
$440 +$204 +6 +100%
RIL
183
Rothschild Investment LLC
Illinois
$367 +$170 +5 +100%
S
184
SignatureFD
Georgia
$293
AF
185
Allworth Financial
California
$251 +$102 +3 +75%
PA
186
Parallel Advisors
California
$220 -$136 -4 -40%
CAS
187
Coppell Advisory Solutions
Texas
$110 +$102 +3 New
EWA
188
EverSource Wealth Advisors
Alabama
$36
GHP
189
Great Hill Partners
Massachusetts
-$231M -6,727,021 Closed
UCFA
190
United Capital Financial Advisors
Texas
-$7.91M -230,623 Closed
Marshall Wace
191
Marshall Wace
United Kingdom
-$4.46M -130,110 Closed
Prudential Financial
192
Prudential Financial
New Jersey
-$4.46M -129,905 Closed
Neuberger Berman Group
193
Neuberger Berman Group
New York
-$4.28M -124,729 Closed
LCM
194
Laurion Capital Management
New York
-$2.62M -76,426 Closed
EAM
195
Eventide Asset Management
Massachusetts
-$2.31M -67,446 Closed
DCM
196
Discovery Capital Management
Connecticut
-$1.72M -50,000 Closed
First Trust Advisors
197
First Trust Advisors
Illinois
-$1.22M -35,425 Closed
Balyasny Asset Management
198
Balyasny Asset Management
Illinois
-$1.15M -33,530 Closed
Voloridge Investment Management
199
Voloridge Investment Management
Florida
-$833K -24,277 Closed
Capstone Investment Advisors
200
Capstone Investment Advisors
New York
-$724K -21,104 Closed

INTA Hedge Fund Activity: Q2 2024 in Review

189 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Intapp (INTA) for Q2 2024, worth a combined $2.45B — up 9.4% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new INTA positions and 27 closed out — a net gain of 15 holders — while 88 added to existing stakes and 45 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $95.5M. The largest seller was Great Hill Partners, exiting entirely with an estimated $231M sold.

  • 189 institutional investors held Intapp (INTA) as of Q2 2024, up from 178 in Q1 2024.
  • Funds reported $2.45B of Intapp stock for Q2 2024, up 9.4% quarter-over-quarter.
  • 42 funds opened new Intapp positions in Q2 2024 and 27 closed out, a net change of +15 holders.
  • The largest Intapp buyer in Q2 2024 was Fidelity International, an estimated $95.5M added.
  • The largest Intapp seller in Q2 2024 was Great Hill Partners, an estimated $231M sold.

Based on aggregated 13F filings for Q2 2024.