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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 %
LOAMU
176
Lombard Odier Asset Management (USA)
New York
$232K +$232K +3,618 New
CIP
177
Cornerstone Investment Partners
Georgia
$218K +$218K +3,397 New
MFG
178
Menard Financial Group
Texas
$217K +$217K +3,383 New
PTC
179
Petrus Trust Company
Texas
$217K -$94.1K -1,468 -30%
Mackenzie Financial
180
Mackenzie Financial
Ontario, Canada
$214K +$214K +3,333 New
LBWM
181
Left Brain Wealth Management
Illinois
$211K +$211K +3,300 New
CANY
182
Caxton Associates (New York)
New York
$205K +$205K +3,202 New
CC
183
Corton Capital
Ontario, Canada
$202K +$202K +3,152 New
SPIA
184
Steward Partners Investment Advisory
New York
$190K +$15.3K +239 +9%
TSMHT
185
Thurston Springer Miller Herd & Titak
Indiana
$182K +$182K +2,841 New
KBC Group
186
KBC Group
Belgium
$169K +$81.1K +1,268 +92%
DAM
187
Delta Asset Management
Tennessee
$167K – – –
SG Americas Securities
188
SG Americas Securities
New York
$159K -$1.07M -16,627 -87%
AF
189
Allworth Financial
California
$147K +$146K +2,097 +11,650%
PCM
190
Penserra Capital Management
California
$135K -$97K -1,519 -42%
C
191
Covestor
United Kingdom
$133K -$21.5K -337 -14%
AAM
192
Advisors Asset Management
Colorado
$126K +$36.3K +567 +41%
AB
193
Amalgamated Bank
New York
$117K +$27K +420 +30%
AssetMark Inc
194
AssetMark Inc
California
$106K +$128 +2 +0.1%
OIAM
195
OFI Invest Asset Management
France
$102K +$102K +1,650 New
HNB
196
Huntington National Bank
Ohio
$94.5K +$32.8K +512 +53%
VFA
197
Virtus Fund Advisers
Connecticut
$93.2K +$3.21K +50 +4%
FMP
198
Financial Management Professionals
Texas
$75.6K -$449 -7 -0.6%
WSFS
199
Wilmington Savings Fund Society
Delaware
$68.1K -$18.1K -282 -21%
CA
200
CoreCap Advisors
Michigan
$63.8K +$63.8K +995 New
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8
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