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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
Congress Wealth Management
Massachusetts
$9.83M +$431K +997 +4%
RJFSA
377
Raymond James Financial Services Advisors
Florida
$9.77M +$467K +1,081 +4%
AIMC
378
Alley Investment Management Company
Illinois
$9.62M -$9.07K -21 -0.1%
CSS
379
Cubist Systematic Strategies
Connecticut
$9.6M +$4.08M +9,454 +62%
MML Investors Services
380
MML Investors Services
Massachusetts
$9.57M +$268K +621 +3%
AssetMark Inc
381
AssetMark Inc
California
$9.55M +$414K +959 +4%
PFO
382
Pathstone Family Office
New Jersey
$9.42M +$6.1M +14,131 +188%
NAMM
383
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.35M +$437K +1,012 +4%
SMFG
384
Sumitomo Mitsui Financial Group
Japan
$9.34M -$836K -1,935 -7%
RCW
385
Rheos Capital Works
Japan
$9.33M +$6.48M +15,000 +165%
SAM
386
Securian Asset Management
Minnesota
$9.31M +$43.2K +100 +0.4%
BCP
387
Bluegrass Capital Partners
Florida
$9.3M -$1.3M -3,000 -11%
PP
388
Patten & Patten
Tennessee
$9.27M -$97.2K -225 -0.9%
HWM
389
HFR Wealth Management
New York
$9.25M -$78.2K -181 -0.8%
ASC
390
Atalanta Sosnoff Capital
New York
$9.23M -$2.05M -4,745 -17%
IMRF
391
Illinois Municipal Retirement Fund
Illinois
$9.15M -$7.31M -16,916 -42%
2
392
2Xideas
Switzerland
$9.12M -$1.47M -3,402 -13%
CC
393
Chicago Capital
Illinois
$9.11M +$5.86M +13,555 +136%
Simplex Trading
394
Simplex Trading
Illinois
$9.02M +$8.15M +18,859 +425%
Tudor Investment Corp
395
Tudor Investment Corp
Connecticut
$9.01M +$1.2M +2,772 +14%
AAM
396
Autus Asset Management
Arizona
$8.91M -$69.5K -161 -0.7%
LCM
397
Liberty Capital Management
Michigan
$8.9M -$75.6K -175 -0.8%
Two Sigma Investments
398
Two Sigma Investments
New York
$8.85M -$24.5M -56,778 -71%
EWA
399
Exencial Wealth Advisors
Oklahoma
$8.83M +$130K +300 +1%
MC
400
Montag & Caldwell
Georgia
$8.79M +$792K +1,834 +9%