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1,667 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
751
Brasada Capital Management
Texas
$2.04M -$25.8K -59 -1%
IF
752
Ironwood Financial
Arizona
$2.02M -$175K -400 -8%
DWA
753
Douglass Winthrop Advisors
New York
$2.02M -$131K -300 -6%
NO
754
Ninety One
South Africa
$2M
SI
755
Scharf Investments
California
$2M +$168K +384 +10%
BFO
756
Biltmore Family Office
North Carolina
$1.99M -$759K -1,733 -29%
CCM
757
Cohen Capital Management
California
$1.99M
PIA
758
Petredis Investment Advisors
Pennsylvania
$1.99M -$2.63K -6 -0.1%
SSI
759
Scott & Selber Inc
Texas
$1.98M -$6.13K -14 -0.3%
SMH
760
Sanders Morris Harris
Texas
$1.96M +$1.9M +4,346 New
CCG
761
Cloverfields Capital Group
Minnesota
$1.96M +$98.5K +225 +6%
AIC
762
Aurora Investment Counsel
Georgia
$1.95M -$18.4K -42 -1%
WAC
763
William Allan Corp
Colorado
$1.94M +$1.46M +3,324 +369%
FDS
764
Freedom Day Solutions
Texas
$1.93M -$15.8K -36 -0.8%
BFG
765
Berger Financial Group
Minnesota
$1.91M -$12.7K -29 -0.7%
DWM
766
Dakota Wealth Management
Florida
$1.91M +$386K +882 +27%
CIC
767
Cornercap Investment Counsel
Georgia
$1.91M +$1.83M +4,170 New
EF
768
Empowered Funds
Pennsylvania
$1.9M +$1.19M +2,715 +189%
EST
769
EA Series Trust
Pennsylvania
$1.9M +$1.82M +4,155 New
CCM
770
Coldstream Capital Management
Washington
$1.9M -$11.8K -27 -0.6%
BBHC
771
Brown Brothers Harriman & Co
New York
$1.9M -$31.1K -71 -2%
ECM
772
Evergreen Capital Management
Washington
$1.89M +$73.1K +167 +4%
WP
773
WealthSource Partners
California
$1.89M -$21K -48 -1%
NCM
774
Novare Capital Management
North Carolina
$1.87M +$26.3K +60 +1%
ZB
775
Zions Bancorporation
Utah
$1.86M +$1.01M +2,312 +132%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.