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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
SAM
701
S.A. Mason
Michigan
$2.93M -$42.5K -84 -1%
MUAMU
702
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.91M +$961K +1,900 +50%
PVH
703
Psagot Value Holdings
Israel
$2.9M -$75.9K -150 -3%
LA
704
Legacy Advisors
Pennsylvania
$2.9M +$411K +813 +17%
FBT
705
First Bank & Trust
South Dakota
$2.89M -$5.57K -11 -0.2%
CA
706
Clearstead Advisors
Ohio
$2.88M +$1.62M +3,205 +132%
MCCP
707
Mission Creek Capital Partners
California
$2.88M -$1.01K -2 -0%
S
708
SignatureFD
Georgia
$2.88M +$186K +367 +7%
CWM
709
Compass Wealth Management
Connecticut
$2.87M -$5.06K -10 -0.2%
BOH
710
Bank of Hawaii
Hawaii
$2.86M -$246K -486 -8%
BC
711
BIT Capital
Germany
$2.86M +$2.84M +5,605 New
KAM
712
Karani Asset Management
New York
$2.86M -$1.64M -3,243 -37%
MCA
713
Martin Capital Advisors
Texas
$2.85M +$5.06K +10 +0.2%
RW
714
RVW Wealth
California
$2.85M -$15.2K -30 -0.5%
LTAS
715
Linden Thomas Advisory Services
North Carolina
$2.84M +$164K +325 +6%
AWM
716
Apollon Wealth Management
South Carolina
$2.84M +$262K +517 +10%
FTDI
717
First Trust Direct Indexing
Massachusetts
$2.82M +$182K +359 +7%
EW
718
Evoke Wealth
California
$2.81M -$455K -900 -14%
FCM
719
Fairbanks Capital Management
California
$2.78M -$253K -500 -8%
PL
720
Parkwood LLC
Ohio
$2.76M +$2.73M +5,399 New
Empower Advisory Group
721
Empower Advisory Group
Colorado
$2.74M -$747K -1,476 -22%
MCM
722
MAI Capital Management
Ohio
$2.74M +$26.3K +52 +1%
Twin Tree Management
723
Twin Tree Management
Texas
$2.72M +$2.69M +5,317 New
BSW
724
Buckingham Strategic Wealth
Missouri
$2.72M +$679K +1,342 +34%
O
725
Ossiam
France
$2.7M +$899K +1,776 +51%

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.