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
LI
201
LRI Investments
Florida
$4.39K -$161 -4 -5%
US Bancorp
202
US Bancorp
Minnesota
$4.3K +$1.05K +26 +41%
HI
203
Harbour Investments
Wisconsin
$3.35K +$2.82K +70 New
RIL
204
Rothschild Investment LLC
Illinois
$2.15K +$1.41K +35 +350%
Bessemer Group
205
Bessemer Group
New Jersey
$2K -$1.06M -26,296 -100%
Russell Investments Group
206
Russell Investments Group
United Kingdom
$1.24K -$55K -1,363 -98%
AAP
207
Arax Advisory Partners
Colorado
$1.05K -$766 -19 -46%
CWP
208
Concord Wealth Partners
Virginia
$1.05K +$887 +22 New
AF
209
Allworth Financial
California
$861 +$444 +11 +157%
CPA
210
Capital Performance Advisors
California
$861 +$726 +18 New
TFA
211
Toth Financial Advisory
Virginia
$718
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$622 +$524 +13 New
CMBA
213
C.M. Bidwell & Associates
Hawaii
$574
S
214
SignatureFD
Georgia
$383
PA
215
Parallel Advisors
California
$287
CAS
216
Coppell Advisory Solutions
Texas
$143
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$48 +$40 +1 New
Fidelity International
218
Fidelity International
Bermuda
-$103M -2,809,644 Closed
HRCM
219
Hood River Capital Management
Florida
-$7.9M -215,524 Closed
SI
220
SQN Investors
California
-$5.32M -145,194 Closed
RA
221
Royce & Associates
New York
-$4.44M -121,004 Closed
TC
222
TwinBeech Capital
New York
-$4.33M -118,114 Closed
HIM
223
Hillsdale Investment Management
Ontario, Canada
-$3.75M -102,330 Closed
WCA
224
Whetstone Capital Advisors
Kansas
-$1.63M -44,495 Closed
ECU
225
Eisler Capital (US)
New York
-$838K -22,859 Closed

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.