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1,667 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
PCOC
476
Power Corp of Canada
Canada
$7.74M -$829K -1,892 -10%
TAM
477
Tocqueville Asset Management
New York
$7.7M -$497K -1,135 -6%
EW
478
Evexia Wealth
Wisconsin
$7.7M +$44.2K +101 +0.7%
TC
479
Tenere Capital
New York
$7.61M +$1.39M +3,180 +24%
CFM
480
Coronation Fund Managers
South Africa
$7.58M -$1.98M -4,515 -21%
CS
481
Comerica Securities
Michigan
$7.57M +$6.89M +15,734 +2,004%
AC
482
Addenda Capital
Quebec, Canada
$7.57M -$392K -896 -5%
CFG
483
Citizens Financial Group
Rhode Island
$7.5M -$681K -1,555 -9%
PP
484
Prudential plc
United Kingdom
$7.49M -$987K -2,254 -12%
SSWM
485
Sheets Smith Wealth Management
North Carolina
$7.33M
ECM
486
ExodusPoint Capital Management
New York
$7.33M +$7M +15,987 New
IC
487
IEQ Capital
California
$7.29M +$165K +376 +2%
GT
488
Glenmede Trust
Pennsylvania
$7.28M
API
489
Advisor Partners II
California
$7.22M +$205K +469 +3%
FWCM
490
Ferguson Wellman Capital Management
Oregon
$7.06M -$438 -1 -0%
SI
491
Stephens Inc
Arkansas
$7.04M +$99K +226 +1%
Credit Agricole
492
Credit Agricole
France
$7M +$342K +780 +5%
Connor, Clark & Lunn Investment Management (CC&L)
493
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7M +$6.69M +15,274 New
ERWM
494
Elk River Wealth Management
Colorado
$6.98M -$170K -388 -2%
MCM
495
McKinley Capital Management
Alaska
$6.98M -$732K -1,672 -10%
Holocene Advisors
496
Holocene Advisors
New York
$6.96M -$355M -810,568 -98%
CWM
497
Calamos Wealth Management
Illinois
$6.96M -$2.09M -4,775 -24%
BP
498
Broadleaf Partners
Ohio
$6.92M +$2.46M +5,618 +59%
CIP
499
Chartwell Investment Partners
Pennsylvania
$6.92M -$6.57K -15 -0.1%
TWC
500
TD Waterhouse Canada
Ontario, Canada
$6.9M +$307K +702 +5%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.