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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
HAS
601
HBW Advisory Services
California
$4.06M +$90.2K +206 +2%
NMIMC
602
Northwestern Mutual Investment Management Company
Wisconsin
$4.05M +$7.88K +18 +0.2%
KAM
603
Karani Asset Management
New York
$4.05M +$71.4K +163 +2%
KAS
604
Kestra Advisory Services
Texas
$4.03M +$994K +2,269 +35%
CTC
605
Central Trust Company
Missouri
$4.03M -$369K -843 -9%
AI
606
AXS Investments
New York
$4M -$274K -625 -7%
EF
607
Empirical Finance
Pennsylvania
$3.95M +$417K +953 +12%
HVM
608
Harvest Volatility Management
Connecticut
$3.95M -$636K -1,453 -14%
HCA
609
Harbour Capital Advisors
Virginia
$3.95M -$3.94K -9 -0.1%
Impax Asset Management Group
610
Impax Asset Management Group
United Kingdom
$3.89M +$77.1K +176 +2%
SF
611
Synovus Financial
Georgia
$3.87M -$251K -574 -6%
JC
612
JB Capital
Connecticut
$3.85M +$167K +382 +5%
SWM
613
Spire Wealth Management
Virginia
$3.85M +$173K +395 +5%
CCFP
614
Charles Carroll Financial Partners
Massachusetts
$3.81M +$2.13M +4,875 +142%
VIM
615
Vinva Investment Management
Australia
$3.8M -$350K -800 -9%
WG
616
Watchman Group
Texas
$3.8M -$204K -466 -5%
EIM
617
Essex Investment Management
Massachusetts
$3.79M -$223K -509 -6%
TCPG
618
Trivant Custom Portfolio Group
California
$3.78M +$25K +57 +0.7%
IB
619
Iyo Bank
Japan
$3.75M
PGCM
620
Prescott Group Capital Management
Oklahoma
$3.73M +$2.41M +5,500 +208%
CTA
621
Chesley Taft & Associates
Illinois
$3.71M +$15.3K +35 +0.4%
LRPA
622
L. Roy Papp & Associates
Arizona
$3.71M +$53.4K +122 +2%
CW
623
CreativeOne Wealth
Kansas
$3.71M +$52.1K +119 +1%
SLI
624
Sumitomo Life Insurance
Japan
$3.7M -$70.9K -162 -2%
CCG
625
Cypress Capital Group
Florida
$3.69M +$224K +512 +7%

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.