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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
MYLI
651
Meiji Yasuda Life Insurance
Japan
$3.17M +$937K +2,140 +45%
FFA
652
First Foundation Advisors
California
$3.17M -$36.3K -83 -1%
GI
653
GAMCO Investors
Connecticut
$3.16M -$3.94K -9 -0.1%
CLOS
654
Compagnie Lombard Odier SCmA
Switzerland
$3.16M +$2.11M +4,820 +232%
Empower Advisory Group
655
Empower Advisory Group
Colorado
$3.14M -$474K -1,083 -14%
Parallax Volatility Advisers
656
Parallax Volatility Advisers
California
$3.13M -$19.1M -43,527 -86%
DTL
657
Dynamic Technology Lab
Singapore
$3.12M +$1.31M +2,990 +78%
BPA
658
Beacon Pointe Advisors
California
$3.11M -$771K -1,760 -21%
MWM
659
Madison Wealth Management
Ohio
$3.09M +$31.1K +71 +1%
MCM
660
Maytus Capital Management
New York
$3.09M +$2.96M +6,750 New
AWM
661
Axxcess Wealth Management
California
$3.09M +$756K +1,726 +34%
SCM
662
Sirios Capital Management
Massachusetts
$3.07M -$5.35M -12,210 -65%
AIMCA
663
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.07M +$263K +600 +10%
Fiera Capital (Canada)
664
Fiera Capital (Canada)
Quebec, Canada
$3.04M -$321K -733 -10%
LS
665
Livforsakringsbolaget Skandia
Sweden
$3.04M +$955K +2,180 +49%
AWS
666
Atria Wealth Solutions
New York
$3.03M +$327K +746 +13%
SPIA
667
Steward Partners Investment Advisory
New York
$3.02M -$44.7K -102 -2%
MFAM
668
Motley Fool Asset Management
Virginia
$3.02M +$2.89M +6,599 New
LT
669
Legacy Trust
Michigan
$3.02M +$2.63K +6 +0.1%
DADC
670
D.A. Davidson & Co
Montana
$3M +$351K +801 +14%
VI
671
Vestcor Inc
New Brunswick, Canada
$2.95M +$50.8K +116 +2%
KIA
672
Knollwood Investment Advisory
Maryland
$2.95M
EW
673
Evoke Wealth
California
$2.93M +$6.57K +15 +0.2%
Simplex Trading
674
Simplex Trading
Illinois
$2.93M -$23M -52,449 -89%
CA
675
Cetera Advisors
Colorado
$2.92M +$639K +1,460 +30%

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.