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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 %
Simplex Trading
201
Simplex Trading
Illinois
$63K +$63K +987 New
JFGIW
202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.9K +$43.1K +605 +274%
BTI
203
Blue Trust Inc
Georgia
$57.5K -$79.6K -1,242 -58%
TRCT
204
Tower Research Capital (TRC)
New York
$52.9K -$7.69K -120 -13%
AWM
205
Avior Wealth Management
Nebraska
$51.3K +$961 +15 +2%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$51K +$3.55K +55 +7%
SS
207
SBI Securities
Japan
$31.7K +$31.7K +495 New
FHA
208
First Horizon Advisors
Tennessee
$27.9K +$4.29K +67 +18%
QCG
209
Quadrant Capital Group
Ohio
$25.5K +$3.97K +62 +18%
RCM
210
Raleigh Capital Management
North Carolina
$25.1K +$25.1K +392 New
GRP
211
Global Retirement Partners
California
$24.7K +$24.7K +385 New
CFGS
212
Concourse Financial Group Securities
Alabama
$22.5K +$22.5K +323 New
IA
213
IFP Advisors
Florida
$21.6K +$64 +1 +0.3%
FFA
214
Farther Finance Advisors
California
$19.4K -$17.6K -275 -48%
Canada Pension Plan Investment Board
215
Canada Pension Plan Investment Board
Ontario, Canada
$19.2K -$397K -6,200 -95%
EWA
216
EverSource Wealth Advisors
Alabama
$18.5K +$11.8K +184 +175%
PTC
217
Private Trust Company
Ohio
$16K +$6.47K +101 +68%
GI
218
GAMMA Investing
California
$11.3K +$4.55K +71 +68%
MA
219
MCF Advisors
Kentucky
$10.9K – – –
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$10K +$1.67K +26 +20%
HI
221
Harbour Investments
Wisconsin
$9.93K +$5.45K +85 +121%
SAM
222
Smartleaf Asset Management
Massachusetts
$9.56K – – –
HCP
223
Hexagon Capital Partners
Arkansas
$9.36K +$9.36K +146 New
LC
224
Lindbrook Capital
California
$8.46K +$128 +2 +2%
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$8.14K +$8.14K +127 New
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9
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