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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
BBHC
726
Brown Brothers Harriman & Co
New York
$2.68M +$561K +1,109 +27%
EFM
727
E Fund Management
China
$2.65M +$203K +402 +8%
LRIC
728
Long Road Investment Counsel
Michigan
$2.64M
FPFS
729
First Personal Financial Services
North Carolina
$2.64M -$36.4K -72 -1%
HA
730
Herold Advisors
New York
$2.63M -$99.7K -197 -4%
AA
731
Altrafin AG
$2.62M +$653K +1,290 +34%
CW
732
CreativeOne Wealth
Kansas
$2.62M -$1.5M -2,964 -37%
PA
733
PFG Advisors
Arizona
$2.6M -$49.1K -97 -2%
PCIA
734
Prime Capital Investment Advisors
Kansas
$2.59M -$175K -345 -6%
ET
735
Equitable Trust
Tennessee
$2.59M +$18.7K +37 +0.7%
KCM
736
Kornitzer Capital Management
Kansas
$2.58M
HA
737
Harfst & Associates
Wyoming
$2.57M -$27.8K -55 -1%
TH
738
Team Hewins
California
$2.57M +$2.55M +5,030 New
GCM
739
Glynn Capital Management
California
$2.55M
VFM
740
Viking Fund Management
North Dakota
$2.55M
BIM
741
Bridges Investment Management
Nebraska
$2.55M -$137K -270 -5%
EWA
742
EP Wealth Advisors
California
$2.52M -$5.3M -10,467 -68%
TCM
743
Twin Capital Management
Pennsylvania
$2.51M +$1.07M +2,111 +75%
BCM
744
Brasada Capital Management
Texas
$2.5M +$118K +234 +5%
PP
745
Pegasus Partners
Wisconsin
$2.48M +$85K +168 +4%
CHAM
746
Clear Harbor Asset Management
Connecticut
$2.46M -$106K -210 -4%
ISWM
747
Independent Solutions Wealth Management
New York
$2.45M +$47.6K +94 +2%
PCM
748
Palisade Capital Management
New Jersey
$2.44M -$39K -77 -2%
SS
749
Simplicity Solutions
Minnesota
$2.41M -$247K -489 -9%
VHAM
750
Van Hulzen Asset Management
California
$2.41M +$1.42M +2,801 +146%

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.