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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$886M +$153M +301,494 +21%
Charles Schwab
27
Charles Schwab
California
$780M +$5.82M +11,501 +0.8%
SGA
28
Sustainable Growth Advisers
Connecticut
$769M -$48.5M -95,899 -6%
Coatue Management
29
Coatue Management
New York
$767M +$474M +936,883 +166%
DCP
30
Durable Capital Partners
Maryland
$722M -$12.8M -25,290 -2%
Principal Financial Group
31
Principal Financial Group
Iowa
$706M -$14.1M -27,802 -2%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$690M +$260M +514,259 +61%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$674M -$13.6M -26,963 -2%
Artisan Partners
34
Artisan Partners
Wisconsin
$657M -$42.6M -84,099 -6%
AllianceBernstein
35
AllianceBernstein
Tennessee
$653M +$45.5M +89,985 +8%
T. Rowe Price Investment Management
36
T. Rowe Price Investment Management
Maryland
$627M -$43.7M -86,379 -7%
Barclays
37
Barclays
United Kingdom
$626M +$7.52M +14,857 +1%
LT
38
Lindsell Train
United Kingdom
$621M -$80.9M -159,891 -12%
JIM
39
Jensen Investment Management
Oregon
$575M +$15.9M +31,350 +3%
Macquarie Group
40
Macquarie Group
Australia
$571M +$4.61M +9,112 +0.8%
Wells Fargo
41
Wells Fargo
California
$570M -$16.1M -31,752 -3%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$503M +$11.8M +23,279 +2%
LWCFA
43
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$490M -$3.87M -7,651 -0.8%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$469M +$99.7M +196,930 +27%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$468M -$12.7M -25,159 -3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$460M -$56.8M -112,300 -11%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$454M -$41.9M -82,810 -9%
Deutsche Bank
48
Deutsche Bank
Germany
$452M -$22.5M -44,537 -5%
ClearBridge Investments
49
ClearBridge Investments
New York
$413M +$15.9M +31,395 +4%
OCBV
50
Ownership Capital B.V.
Netherlands
$411M -$113M -223,347 -22%