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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
ZB
751
Zions Bancorporation
Utah
$2.41M +$326K +645 +16%
CG
752
Caprock Group
Idaho
$2.4M -$255K -503 -10%
CC
753
Centiva Capital
New York
$2.4M +$1.81M +3,577 +319%
ATPW
754
Ashton Thomas Private Wealth
Arizona
$2.4M +$375K +742 +19%
MYAM
755
Meiji Yasuda Asset Management
Japan
$2.4M +$350K +692 +17%
DCM
756
Decatur Capital Management
Georgia
$2.35M
WF
757
Welch & Forbes
Massachusetts
$2.35M +$27.3K +54 +1%
SM
758
STF Management
Texas
$2.33M +$1.4M +2,761 +153%
TC
759
Telemus Capital
Michigan
$2.32M -$323K -638 -12%
BFO
760
Biltmore Family Office
North Carolina
$2.32M +$97.7K +193 +4%
SC
761
Scotia Capital
Ontario, Canada
$2.32M -$369K -729 -14%
SCM
762
Sirios Capital Management
Massachusetts
$2.31M -$1.11M -2,190 -33%
CCA
763
Catalyst Capital Advisors
New York
$2.3M +$2.2M +4,352 +2,808%
HW
764
Hancock Whitney
Mississippi
$2.28M -$38K -75 -2%
SI
765
Scharf Investments
California
$2.27M +$46K +91 +2%
PRS
766
Pinkerton Retirement Specialists
Idaho
$2.27M -$58.2K -115 -3%
DI
767
DFPG Investments
Utah
$2.27M +$937K +1,851 +73%
IF
768
Ironwood Financial
Arizona
$2.25M
DWA
769
Douglass Winthrop Advisors
New York
$2.25M
VLKIM
770
Van Lanschot Kempen Investment Management
Netherlands
$2.24M -$295K -583 -12%
SMH
771
Sanders Morris Harris
Texas
$2.24M
HFM
772
Harvest Fund Management
China
$2.23M +$731K +1,444 +50%
ACM
773
Aubrey Capital Management
United Kingdom
$2.22M +$2.48M +4,900 New
WAC
774
William Allan Corp
Colorado
$2.22M +$60.7K +120 +3%
PIA
775
Petredis Investment Advisors
Pennsylvania
$2.22M +$3.04K +6 +0.1%

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.