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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
676
Cohen Investment Advisors
New Hampshire
$3.2M +$237K +469 +8%
CDH
677
Charles D. Hyman
$3.2M
MCM
678
Mitchell Capital Management
Kansas
$3.2M -$13.7K -27 -0.4%
TMAM
679
Tokio Marine Asset Management
Japan
$3.18M +$203K +402 +7%
SF
680
Synovus Financial
Georgia
$3.18M -$1.12M -2,220 -26%
TFS
681
Thoroughbred Financial Services
Tennessee
$3.17M +$144K +284 +5%
SGI
682
Summit Global Investments
Utah
$3.16M -$8.31M -16,424 -73%
Walleye Trading
683
Walleye Trading
New York
$3.16M +$3.13M +6,177 New
HI
684
Handelsinvest Investeringsforvaltning
Denmark
$3.15M -$31.9K -63 -1%
ACM
685
Aljian Capital Management
Nevada
$3.12M -$570K -1,126 -16%
MCM
686
Maytus Capital Management
New York
$3.07M -$380K -750 -11%
DZ Bank
687
DZ Bank
Germany
$3.06M -$27.3K -54 -0.9%
WC
688
Weil Company
California
$3.06M +$31.4K +62 +1%
HCMT
689
Highland Capital Management (Tennessee)
Tennessee
$3.06M -$56.7K -112 -2%
PCA
690
Private Capital Advisors
Connecticut
$3.04M
VI
691
Vestcor Inc
New Brunswick, Canada
$3.04M -$249K -492 -8%
RWA
692
Roberts Wealth Advisors
California
$3.04M +$23.8K +47 +0.8%
EF
693
Empowered Funds
Pennsylvania
$3.03M +$895K +1,769 +43%
ADL
694
Asset Dedication LLC
California
$3M +$5.57K +11 +0.2%
GH
695
GAM Holding
Switzerland
$2.99M +$1.01K +2 +0%
AA
696
ALPS Advisors
Colorado
$2.99M -$209K -414 -7%
Capstone Investment Advisors
697
Capstone Investment Advisors
New York
$2.97M +$1.45M +2,857 +97%
MCM
698
MV Capital Management
Maryland
$2.96M +$62.7K +124 +2%
SAM
699
Sompo Asset Management
Japan
$2.96M -$15.2K -30 -0.5%
KWA
700
Kingswood Wealth Advisors
California
$2.95M +$2.92M +5,767 New

INTU Hedge Fund Activity: Q3 2023 in Review

1,740 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2023, worth a combined $119B — up 9.9% from $108B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new INTU positions and 88 closed out — a net gain of 90 holders — while 631 added to existing stakes and 662 trimmed.

The largest buyer was Coatue Management, adding an estimated $474M. The largest seller was Nicholas Hoffman & Company, exiting entirely with an estimated $1.27B sold.

  • 1,740 institutional investors held Intuit (INTU) as of Q3 2023, up from 1,667 in Q2 2023.
  • Funds reported $119B of Intuit stock for Q3 2023, up 9.9% quarter-over-quarter.
  • 178 funds opened new Intuit positions in Q3 2023 and 88 closed out, a net change of +90 holders.
  • The largest Intuit buyer in Q3 2023 was Coatue Management, an estimated $474M added.
  • The largest Intuit seller in Q3 2023 was Nicholas Hoffman & Company, an estimated $1.27B sold.

Based on aggregated 13F filings for Q3 2023.