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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
MCM
701
MV Capital Management
Maryland
$2.6M +$369K +843 +17%
FBT
702
First Bank & Trust
South Dakota
$2.6M +$118K +270 +5%
SAM
703
S.A. Mason
Michigan
$2.59M
OAM
704
Ostrum Asset Management
France
$2.59M -$120K -275 -5%
MCCP
705
Mission Creek Capital Partners
California
$2.58M -$38.5K -88 -2%
CWM
706
Compass Wealth Management
Connecticut
$2.58M -$21.9K -50 -0.9%
ECM
707
Everence Capital Management
Indiana
$2.57M
RW
708
RVW Wealth
California
$2.57M +$13.1K +30 +0.5%
RWA
709
Roberts Wealth Advisors
California
$2.56M +$51.2K +117 +2%
MCA
710
Martin Capital Advisors
Texas
$2.55M +$21.9K +50 +0.9%
PCIA
711
Prime Capital Investment Advisors
Kansas
$2.48M -$2.95M -6,731 -55%
HA
712
Herold Advisors
New York
$2.45M +$105K +240 +5%
PF
713
Phoenix Financial
Israel
$2.45M +$2.13M +4,863 +952%
MCM
714
MAI Capital Management
Ohio
$2.43M -$89.8K -205 -4%
S
715
SignatureFD
Georgia
$2.41M +$149K +341 +7%
SC
716
Scotia Capital
Ontario, Canada
$2.41M +$35.9K +82 +2%
BIM
717
Bridges Investment Management
Nebraska
$2.41M
LTAS
718
Linden Thomas Advisory Services
North Carolina
$2.4M +$121K +277 +6%
FPFS
719
First Personal Financial Services
North Carolina
$2.4M +$102K +234 +5%
CG
720
Caprock Group
Idaho
$2.38M +$108K +247 +5%
SS
721
Simplicity Solutions
Minnesota
$2.38M +$3.5K +8 +0.2%
TC
722
Telemus Capital
Michigan
$2.37M -$168K -383 -7%
PA
723
PFG Advisors
Arizona
$2.37M -$7.88K -18 -0.3%
LRIC
724
Long Road Investment Counsel
Michigan
$2.37M
GAM
725
Gotham Asset Management
New York
$2.37M +$1.84M +4,196 +431%

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.