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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
726
Apollon Wealth Management
South Carolina
$1.69M -$342K -878 -17%
SMH
727
Sanders Morris Harris
Texas
$1.69M – – –
CCM
728
Cohen Capital Management
California
$1.69M – – –
KPWS
729
Kestra Private Wealth Services
Texas
$1.69M -$713K -1,832 -30%
SSI
730
Scott & Selber Inc
Texas
$1.69M -$6.62K -17 -0.4%
BFG
731
Berger Financial Group
Minnesota
$1.68M -$77.8K -200 -4%
ECM
732
Evergreen Capital Management
Washington
$1.67M +$135K +347 +9%
PIA
733
Petredis Investment Advisors
Pennsylvania
$1.67M +$1.67M +4,285 New
BFG
734
Bleakley Financial Group
New Jersey
$1.66M +$1.66M +4,262 New
FDS
735
Freedom Day Solutions
Texas
$1.65M -$118K -304 -7%
Carson Wealth (CWM LLC)
736
Carson Wealth (CWM LLC)
Nebraska
$1.65M +$126K +323 +8%
CYG
737
Clean Yield Group
Vermont
$1.65M -$86K -221 -5%
CPIG
738
Chicago Partners Investment Group
Illinois
$1.64M +$41.9K +98 +3%
WP
739
WealthSource Partners
California
$1.63M -$19.1K -49 -1%
MWM
740
Mission Wealth Management
California
$1.63M +$24.9K +64 +2%
PTC
741
Private Trust Company
Ohio
$1.62M -$157K -404 -9%
NCM
742
Novare Capital Management
North Carolina
$1.61M -$6.23K -16 -0.4%
PAM
743
Panagora Asset Management
Massachusetts
$1.6M -$241K -619 -13%
CCM
744
Coldstream Capital Management
Washington
$1.6M +$1.6M +4,115 New
VCM
745
Vetamer Capital Management
California
$1.58M -$464K -1,193 -23%
BBHC
746
Brown Brothers Harriman & Co
New York
$1.58M -$37.8K -97 -2%
SI
747
Scharf Investments
California
$1.56M +$459K +1,179 +42%
HW
748
Hancock Whitney
Mississippi
$1.56M -$330K -848 -17%
WM
749
Whitford Management
New York
$1.56M +$1.56M +4,000 New
SC
750
Scotia Capital
Ontario, Canada
$1.54M +$1.13M +2,911 +276%
28 29
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