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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
WS
701
Wedbush Securities
California
$1.85M -$159K -369 -7%
SWM
702
Sendero Wealth Management
Texas
$1.84M -$17.1M -39,629 -89%
PAM
703
Panagora Asset Management
Massachusetts
$1.84M -$2.55M -5,913 -55%
MCM
704
MV Capital Management
Maryland
$1.83M +$342K +791 +20%
DWA
705
Douglass Winthrop Advisors
New York
$1.82M +$1.73K +4 +0.1%
SAM
706
Security Asset Management
New York
$1.79M +$54K +125 +3%
PCA
707
Personal Capital Advisors
California
$1.79M +$198K +458 +11%
MCP
708
Mirador Capital Partners
California
$1.79M +$10.8K +25 +0.5%
DADC
709
D.A. Davidson & Co
Montana
$1.78M +$36.3K +84 +2%
TI
710
Tidal Investments
Wisconsin
$1.78M +$67.8K +157 +4%
FDS
711
Freedom Day Solutions
Texas
$1.76M -$41.5K -96 -2%
PTC
712
Private Trust Company
Ohio
$1.76M +$38K +88 +2%
WF
713
Welch & Forbes
Massachusetts
$1.76M +$12.5K +29 +0.6%
BFG
714
Berger Financial Group
Minnesota
$1.75M -$97.6K -226 -5%
CG
715
Caprock Group
Idaho
$1.75M +$150K +348 +8%
EAM
716
EFG Asset Management
Oregon
$1.74M +$36.7K +85 +2%
ISWM
717
Independent Solutions Wealth Management
New York
$1.74M -$25.1K -58 -1%
5L
718
55I LLC
Massachusetts
$1.74M +$1.26M +2,915 +186%
SMH
719
Sanders Morris Harris
Texas
$1.73M -$21.6K -50 -1%
LS
720
Livforsakringsbolaget Skandia
Sweden
$1.73M -$691K -1,600 -26%
CYG
721
Clean Yield Group
Vermont
$1.72M
RA
722
Rational Advisors
New York
$1.72M +$1.9M +4,401 +10,235%
FBC
723
Fairfield, Bush & Co
Connecticut
$1.72M +$21.6K +50 +1%
AGA
724
Accuvest Global Advisors
Utah
$1.71M +$1.91M +4,425 New
WCM
725
Wunderlich Capital Managemnt
Tennessee
$1.71M -$239K -554 -11%