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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
376
Cary Street Partners Investment Advisory
Virginia
$10.7M -$188K -484 -2%
LCM
377
Laurion Capital Management
New York
$10.7M +$3.06M +7,851 +40%
SWM
378
Segment Wealth Management
Texas
$10.5M +$216K +556 +2%
TRSOTSOK
379
Teachers Retirement System of the State of Kentucky
Kentucky
$10.5M – – –
WAM
380
Wilson Asset Management
Australia
$10.4M +$10.4M +26,746 New
WSFS
381
Wilmington Savings Fund Society
Delaware
$10.2M -$142K -365 -1%
Thrivent Financial for Lutherans
382
Thrivent Financial for Lutherans
Minnesota
$10.1M -$131K -336 -1%
MC
383
Middleton & Co
Massachusetts
$10.1M -$255K -656 -2%
2
384
2Xideas
Switzerland
$10.1M +$906K +2,327 +10%
PFO
385
Pathstone Family Office
New Jersey
$10M +$2.06M +5,614 +26%
YIA
386
YHB Investment Advisors
Connecticut
$10M -$51K -131 -0.5%
MML Investors Services
387
MML Investors Services
Massachusetts
$9.92M +$305K +783 +3%
TCP
388
ThornTree Capital Partners
Massachusetts
$9.92M +$9.92M +25,476 New
NAMM
389
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.89M +$489K +1,257 +5%
CWM
390
Congress Wealth Management
Massachusetts
$9.63M -$248K -638 -3%
Janney Montgomery Scott
391
Janney Montgomery Scott
Pennsylvania
$9.6M +$1.12M +2,877 +13%
AIMC
392
Alley Investment Management Company
Illinois
$9.5M -$165K -424 -2%
OAM
393
Oppenheimer Asset Management
New York
$9.3M +$516K +1,325 +6%
HWM
394
HFR Wealth Management
New York
$9.27M -$22.6K -58 -0.2%
LGF
395
LGT Group Foundation
Liechtenstein
$9.16M +$4.65M +11,957 +103%
SAM
396
Securian Asset Management
Minnesota
$9.16M -$203K -521 -2%
BNP Paribas Asset Management
397
BNP Paribas Asset Management
France
$9.12M +$1.58M +4,055 +21%
SMFG
398
Sumitomo Mitsui Financial Group
Japan
$9.05M -$345K -887 -4%
PP
399
Patten & Patten
Tennessee
$9.04M -$279K -716 -3%
LCM
400
Liberty Capital Management
Michigan
$8.9M -$41.3K -106 -0.5%
14 15
16
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