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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 %
UC
476
Unio Capital
New Jersey
$5.96M +$226K +581 +4%
IC
477
IEQ Capital
California
$5.95M -$766K -1,969 -11%
BFS
478
Bradley Foster & Sargent
Connecticut
$5.9M +$670K +1,721 +13%
ERWM
479
Elk River Wealth Management
Colorado
$5.9M -$16.3K -42 -0.3%
SCM
480
Stonebridge Capital Management
California
$5.88M -$43.6K -112 -0.7%
CIP
481
Chartwell Investment Partners
Pennsylvania
$5.87M -$12.8K -33 -0.2%
EI
482
Ethic Inc
New York
$5.81M -$1.1M -2,837 -16%
AMM
483
American Money Management
California
$5.72M +$532K +1,366 +10%
CP
484
Cumberland Partners
Ontario, Canada
$5.7M -$6.82M -17,512 -54%
DCM
485
Donaldson Capital Management
Indiana
$5.69M +$102K +261 +2%
OC
486
Oppenheimer & Co
New York
$5.68M +$1.19M +3,052 +26%
CIBC Private Wealth Group
487
CIBC Private Wealth Group
Georgia
$5.64M -$5.6M -93,165 -50%
AWM
488
AE Wealth Management
Kansas
$5.59M +$166K +427 +3%
SWS
489
SYSTM Wealth Solutions
Illinois
$5.53M +$5.53M +14,206 New
BCV
490
Banque Cantonale Vaudoise
Switzerland
$5.52M -$82.9K -213 -1%
MA
491
Montag & Associates
Georgia
$5.51M -$84.9K -218 -2%
MAM
492
Meeder Asset Management
Ohio
$5.5M -$2.17M -5,584 -28%
VPIM
493
Vanguard Personalized Indexing Management
California
$5.48M -$1.26M -3,235 -19%
LI
494
LMCG Investments
Massachusetts
$5.44M +$367K +944 +7%
Cambridge Investment Research Advisors
495
Cambridge Investment Research Advisors
Iowa
$5.42M -$545K -1,400 -9%
WTC
496
WhitTier Trust Company
Nevada
$5.41M +$147K +378 +3%
FMLI
497
Fukoku Mutual Life Insurance
Japan
$5.41M – – –
B
498
Bailard
California
$5.36M -$122K -313 -2%
FC
499
Fulcrum Capital
Washington
$5.35M +$340K +874 +7%
SI
500
Stephens Inc
Arkansas
$5.31M +$1.76M +4,516 +49%
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