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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
651
Fairbanks Capital Management
California
$2.24M
SWP
652
Strategic Wealth Partners
Ohio
$2.2M +$1.01M +2,341 +70%
EFM
653
E Fund Management
China
$2.2M -$864 -2 -0%
RWA
654
Roberts Wealth Advisors
California
$2.19M +$75.2K +174 +3%
MS
655
Maven Securities
Jersey
$2.18M +$2.04M +4,716 +512%
ECM
656
Everence Capital Management
Indiana
$2.17M -$2.19M -5,060 -48%
CG
657
Cutler Group
California
$2.16M -$3.28M -7,587 -58%
KCM
658
Kornitzer Capital Management
Kansas
$2.16M
DCM
659
Decatur Capital Management
Georgia
$2.15M
RW
660
RVW Wealth
California
$2.15M
TC
661
Telemus Capital
Michigan
$2.15M -$225K -520 -9%
SG
662
Stonnington Group
California
$2.12M +$69.1K +160 +3%
MCA
663
Martin Capital Advisors
Texas
$2.1M +$8.64K +20 +0.4%
SAM
664
Sompo Asset Management
Japan
$2.07M +$713K +1,650 +45%
CW
665
CreativeOne Wealth
Kansas
$2.06M +$462K +1,070 +25%
MWA
666
Monograph Wealth Advisors
California
$2.06M -$995K -2,304 -30%
JF
667
Jump Financial
Illinois
$2.04M +$1.47M +3,407 +182%
TFS
668
Thoroughbred Financial Services
Tennessee
$2.04M -$55.3K -128 -2%
VCM
669
Vetamer Capital Management
California
$2.04M +$62.6K +145 +3%
PAS
670
Park Avenue Securities
New York
$2.03M +$177K +409 +8%
AWM
671
Apollon Wealth Management
South Carolina
$2.02M +$178K +412 +9%
ADL
672
Asset Dedication LLC
California
$2.01M +$2.25M +5,203 New
LRIC
673
Long Road Investment Counsel
Michigan
$2M
Verition Fund Management
674
Verition Fund Management
Connecticut
$2M +$1.32M +3,061 +146%
SAM
675
Silvercrest Asset Management
New York
$2M +$190K +441 +9%