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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
SWS
501
SYSTM Wealth Solutions
Illinois
$6.88M +$740K +1,689 +13%
BRCM
502
Bright Rock Capital Management
Massachusetts
$6.87M
MGP
503
Metis Global Partners
California
$6.87M +$779K +1,778 +13%
UC
504
Unio Capital
New Jersey
$6.81M -$148K -337 -2%
AMM
505
American Money Management
California
$6.74M +$74.4K +170 +1%
NEI
506
Northwest & Ethical Investments
Ontario, Canada
$6.71M
PMAM
507
Picton Mahoney Asset Management
Ontario, Canada
$6.69M -$2.74M -6,256 -30%
DCM
508
Donaldson Capital Management
Indiana
$6.69M +$232K +529 +4%
AAS
509
Avantax Advisory Services
Texas
$6.63M +$203K +463 +3%
WTC
510
WhitTier Trust Company
Nevada
$6.55M +$37.2K +85 +0.6%
MAM
511
Meeder Asset Management
Ohio
$6.54M +$183K +419 +3%
LI
512
LMCG Investments
Massachusetts
$6.53M -$247K -564 -4%
NA
513
NewEdge Advisors
Louisiana
$6.46M +$331K +756 +6%
NW
514
NewEdge Wealth
Pennsylvania
$6.46M +$2.28M +5,206 +59%
FC
515
Fulcrum Capital
Washington
$6.45M -$259K -592 -4%
BCV
516
Banque Cantonale Vaudoise
Switzerland
$6.43M +$578K +1,319 +10%
P
517
Pitcairn
Pennsylvania
$6.4M -$615K -1,404 -9%
Thrivent Financial for Lutherans
518
Thrivent Financial for Lutherans
Minnesota
$6.36M +$45.1K +103 +0.7%
FMLI
519
Fukoku Mutual Life Insurance
Japan
$6.33M
MA
520
Montag & Associates
Georgia
$6.33M -$41.6K -95 -0.7%
SCM
521
Stonebridge Capital Management
California
$6.28M -$604K -1,380 -9%
NMERB
522
New Mexico Educational Retirement Board
New Mexico
$6.27M +$263K +600 +5%
PFM
523
Premier Fund Managers
United Kingdom
$6.23M -$1.36M -3,113 -19%
VAS
524
Vestmark Advisory Solutions
Massachusetts
$6.23M +$534K +1,219 +10%
FWTB
525
First Western Trust Bank
Colorado
$6.23M +$37.7K +86 +0.6%

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.