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Intuit
INTU

Overview Fund Activity

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$536M
2
BlackRock
BlackRock
New York
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$444M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$434M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$329M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$793M
3
Edgewood Management
Edgewood Management
Connecticut
-$331M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$314M
5
Brown Advisory
Brown Advisory
Maryland
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
726
Cyndeo Wealth Partners
Florida
$3.53M +$305K +469 +9%
SAM
727
S.A. Mason
Michigan
$3.5M -$163K -251 -4%
TCM
728
Twin Capital Management
Pennsylvania
$3.5M +$350K +538 +11%
VI
729
Vestcor Inc
New Brunswick, Canada
$3.5M -$331K -509 -9%
PS
730
Principal Securities
Iowa
$3.49M +$392K +603 +13%
RWA
731
Roberts Wealth Advisors
California
$3.45M +$3.45M +5,643 New
SW
732
Simplicity Wealth
New Jersey
$3.42M +$3.42M +5,264 New
CWM
733
Compass Wealth Management
Connecticut
$3.42M -$65K -100 -2%
ADL
734
Asset Dedication LLC
California
$3.4M -$386K -590 -10%
ZB
735
Zions Bancorporation
Utah
$3.37M +$216K +333 +7%
MYAM
736
Meiji Yasuda Asset Management
Japan
$3.37M +$428K +658 +15%
LRIC
737
Long Road Investment Counsel
Michigan
$3.36M – – –
DAS
738
Diversify Advisory Services
Utah
$3.34M +$3.34M +5,217 New
ET
739
Equitable Trust
Tennessee
$3.34M +$12.4K +19 +0.4%
BWS
740
Buck Wealth Strategies
Colorado
$3.31M -$4.42M -6,807 -57%
KCM
741
Kornitzer Capital Management
Kansas
$3.3M – – –
SAM
742
Sompo Asset Management
Japan
$3.29M -$150K -230 -4%
PDL
743
Portfolio Design Labs
California
$3.28M +$1.26M +1,944 +63%
KWA
744
Kingswood Wealth Advisors
California
$3.27M – – –
BIM
745
Bridges Investment Management
Nebraska
$3.27M +$382K +588 +13%
GCM
746
Glynn Capital Management
California
$3.25M – – –
VFM
747
Viking Fund Management
North Dakota
$3.25M – – –
CPBTD
748
Central Pacific Bank - Trust Division
Hawaii
$3.22M +$3.22M +5,026 New
TFS
749
Thoroughbred Financial Services
Tennessee
$3.21M -$751K -1,155 -19%
BCM
750
Brasada Capital Management
Texas
$3.2M -$29.9K -46 -0.9%
28 29
30
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