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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
SWMG
726
Signature Wealth Management Group
Georgia
$1.7M -$107K -248 -5%
DAS
727
Dynamic Advisor Solutions
Arizona
$1.7M -$70.4K -163 -4%
HI
728
Handelsinvest Investeringsforvaltning
Denmark
$1.69M +$343K +794 +22%
SSI
729
Scott & Selber Inc
Texas
$1.69M +$9.5K +22 +0.5%
CCM
730
Cohen Capital Management
California
$1.68M
DWM
731
Dakota Wealth Management
Florida
$1.66M +$940K +2,175 +103%
WP
732
WealthSource Partners
California
$1.64M +$21.6K +50 +1%
MYAM
733
Meiji Yasuda Asset Management
Japan
$1.62M -$355K -821 -16%
BBHC
734
Brown Brothers Harriman & Co
New York
$1.61M +$12.1K +28 +0.7%
NCM
735
Novare Capital Management
North Carolina
$1.61M -$23.3K -54 -1%
TMAM
736
Tokio Marine Asset Management
Japan
$1.6M +$188K +436 +12%
DWM
737
Darwin Wealth Management
Florida
$1.6M -$207K -480 -11%
MWM
738
Mission Wealth Management
California
$1.6M +$174K +403 +11%
AWM
739
Axxcess Wealth Management
California
$1.6M +$1.5M +3,482 +542%
VF
740
Virtu Financial
New York
$1.56M +$1.74M +4,029 New
SFS
741
Stiles Financial Services
Minnesota
$1.55M +$4.32K +10 +0.3%
WFA
742
Wipfli Financial Advisors
Wisconsin
$1.55M +$1.73M +4,004 New
KFBMI
743
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.55M
JIC
744
Johnson Investment Counsel
Ohio
$1.55M +$402K +930 +30%
BSW
745
Buckingham Strategic Wealth
Missouri
$1.53M +$6.48K +15 +0.4%
ECM
746
Evergreen Capital Management
Washington
$1.53M +$700K +1,621 +70%
DGAM
747
Desjardins Global Asset Management
Quebec, Canada
$1.53M +$27.6K +64 +2%
GAM
748
Gotham Asset Management
New York
$1.52M -$10.8M -25,038 -86%
OPPTF
749
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.52M +$3.02K +7 +0.2%
Carson Wealth (CWM LLC)
750
Carson Wealth (CWM LLC)
Nebraska
$1.51M +$530K +1,228 +46%