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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
IAA
626
Independent Advisor Alliance
North Carolina
$3.68M -$209K -478 -6%
PIM
627
Penobscot Investment Management
Massachusetts
$3.61M +$138K +315 +4%
PCM
628
Parsons Capital Management
Rhode Island
$3.6M -$87.1K -199 -2%
FT
629
Fiduciary Trust
Massachusetts
$3.59M +$771K +1,761 +29%
GCC
630
Guardian Capital (Canada)
Ontario, Canada
$3.58M +$626K +1,430 +22%
HWAM
631
Hennion & Walsh Asset Management
New Jersey
$3.58M -$346K -791 -9%
SWP
632
Stratos Wealth Partners
Ohio
$3.57M +$600K +1,371 +21%
LCM
633
Logan Capital Management
Pennsylvania
$3.55M -$1.31M -2,987 -28%
IA
634
IFP Advisors
Florida
$3.54M -$1.82M -4,164 -35%
PAG
635
Private Advisor Group
New Jersey
$3.54M +$415K +947 +15%
HR
636
Howe & Rusling
New York
$3.52M +$117K +267 +4%
MWA
637
Monograph Wealth Advisors
California
$3.49M
CIBC World Market
638
CIBC World Market
Ontario, Canada
$3.47M +$181K +414 +6%
SAM
639
Silphium Asset Management
United Kingdom
$3.46M +$263K +600 +9%
SWP
640
Strategic Wealth Partners
Ohio
$3.43M -$48.2K -110 -1%
CHC
641
City Holding Co
West Virginia
$3.41M +$30.7K +70 +0.9%
NA
642
Nordwand Advisors
Pennsylvania
$3.39M -$222K -507 -6%
CCM
643
Canal Capital Management
Virginia
$3.38M -$11.4K -26 -0.4%
TI
644
Tidal Investments
Wisconsin
$3.38M +$758K +1,732 +31%
SIG
645
Stonegate Investment Group
Alabama
$3.37M +$218K +498 +7%
ACM
646
Aljian Capital Management
Nevada
$3.32M -$77.5K -177 -2%
E
647
Ergoteles
New York
$3.31M +$1.4M +3,196 +79%
V
648
Veritable
Delaware
$3.3M +$20.1K +46 +0.6%
EAMA
649
EFG Asset Management (Americas)
Florida
$3.29M -$162K -371 -5%
ECI
650
EFG Capital International
Florida
$3.29M +$3.15M +7,184 New

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.