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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
VFA
176
Virtus Fund Advisers
Connecticut
$67.2K
AB
177
Amalgamated Bank
New York
$67K
AAM
178
Advisors Asset Management
Colorado
$66.8K +$20.9K +519 +59%
KBC Group
179
KBC Group
Belgium
$66K
WSFS
180
Wilmington Savings Fund Society
Delaware
$64.3K +$54.2K +1,345 New
JSAM
181
J. Safra Asset Management
New York
$57.5K +$20K +497 +70%
FMP
182
Financial Management Professionals
Texas
$57K +$47.9K +1,187 New
A
183
AlphaQuest
New York
$54.4K +$45.8K +1,137 New
HNB
184
Huntington National Bank
Ohio
$46K -$1.29K -32 -3%
TRCT
185
Tower Research Capital (TRC)
New York
$45.2K -$264K -6,556 -87%
AWM
186
Avior Wealth Management
Nebraska
$37.6K
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$35K -$484 -12 -2%
FFA
188
Farther Finance Advisors
California
$27.6K +$21.3K +527 +1,054%
FHA
189
First Horizon Advisors
Tennessee
$17.6K -$1.61K -40 -10%
IA
190
IFP Advisors
Florida
$16.1K
QCG
191
Quadrant Capital Group
Ohio
$16.1K
CAM
192
ClariVest Asset Management
California
$13.4K
JFGIW
193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.6K +$8.91K +221 New
MA
194
MCF Advisors
Kentucky
$8.13K
PTC
195
Private Trust Company
Ohio
$7.08K +$1.13K +28 +23%
SAM
196
Smartleaf Asset Management
Massachusetts
$6.99K +$5.93K +147 New
LC
197
Lindbrook Capital
California
$6.22K -$2.1K -52 -29%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$6.22K +$1.65K +41 +46%
GI
199
GAMMA Investing
California
$5.02K -$2.14K -53 -34%
EWA
200
EverSource Wealth Advisors
Alabama
$5.02K +$4.19K +104 +10,400%

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.