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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
776
Gofen & Glossberg
Illinois
$1.31M +$34.1K +79 +2%
CM
777
Capula Management
Cayman Islands
$1.31M +$963K +2,230 +195%
CCFP
778
Charles Carroll Financial Partners
Massachusetts
$1.3M
WWM
779
WT Wealth Management
Arizona
$1.3M -$29.4K -68 -2%
AP
780
Adero Partners
California
$1.3M +$7.78K +18 +0.6%
TBWA
781
Three Bridge Wealth Advisors
California
$1.3M
RGC
782
Roberts, Glore & Co
Illinois
$1.29M -$4.32K -10 -0.3%
AP
783
AtonRa Partners
Switzerland
$1.29M -$85.5K -198 -6%
EIP
784
Ellis Investment Partners
Pennsylvania
$1.28M
GAG
785
GM Advisory Group
New York
$1.26M +$695K +1,609 +98%
PP
786
Pegasus Partners
Wisconsin
$1.25M -$12.1K -28 -0.9%
TAM
787
Trust Asset Management
Texas
$1.24M +$95.9K +222 +7%
SWA
788
Stratos Wealth Advisors
Ohio
$1.24M +$156K +361 +13%
PIM
789
Perpetual Investment Management
Australia
$1.24M -$259K -600 -16%
RW
790
REDW Wealth
New Mexico
$1.23M
MMA
791
Miracle Mile Advisors
California
$1.22M +$485K +1,122 +56%
WP
792
Waycross Partners
Kentucky
$1.2M +$64.8K +150 +5%
QIM
793
Quantitative Investment Management
Virginia
$1.19M +$1.33M +3,073 New
SF
794
Symphony Financial
Texas
$1.18M -$11.7K -27 -0.9%
RCM
795
RB Capital Management
Nevada
$1.18M +$122K +282 +10%
CPC
796
Consolidated Planning Corp
Georgia
$1.18M +$81.2K +188 +7%
KJHP
797
K.J. Harrison & Partners
Ontario, Canada
$1.17M +$649K +1,502 +99%
APP
798
Avantax Planning Partners
Iowa
$1.17M +$13.8K +32 +1%
EWM
799
Elmwood Wealth Management
California
$1.16M +$13K +30 +1%
EC
800
EJF Capital
Virginia
$1.16M +$1.3M +3,000 New