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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
776
Private Advisor Group
New Jersey
$1.35M +$68.3K +391 +5%
JCM
777
Jacobi Capital Management
Pennsylvania
$1.34M -$389 -1 -0%
EHWM
778
Eads & Heald Wealth Management
Georgia
$1.33M +$7.01K +18 +0.5%
CI
779
Cigna Investments
Connecticut
$1.33M +$3.5K +9 +0.3%
EWA
780
EP Wealth Advisors
California
$1.32M +$1.32M +3,402 New
JSA
781
Jacobson & Schmitt Advisors
Wisconsin
$1.32M – – –
DWM
782
Dakota Wealth Management
Florida
$1.32M -$350K -899 -21%
MMA
783
Miracle Mile Advisors
California
$1.31M +$87.6K +225 +7%
CCFP
784
Charles Carroll Financial Partners
Massachusetts
$1.31M – – –
WS
785
Wedbush Securities
California
$1.3M -$558K -1,432 -30%
AIIMS
786
Analyst IMS Investment Management Services
Israel
$1.3M – – –
VIA
787
Vident Investment Advisory
Georgia
$1.29M +$92.6K +238 +8%
EIP
788
Ellis Investment Partners
Pennsylvania
$1.29M – – –
AI
789
AdvisorShares Investments
Maryland
$1.28M +$1.28M +3,300 New
ACS
790
Archford Capital Strategies
Illinois
$1.28M +$240K +617 +23%
CQS
791
Credential Qtrade Securities
$1.28M +$321K +824 +33%
AIA
792
Avalon Investment & Advisory
Texas
$1.28M -$128K -328 -9%
GAG
793
GM Advisory Group
New York
$1.26M +$1.17K +3 +0.1%
AO
794
Advisor OS
Illinois
$1.26M +$199K +512 +19%
TAM
795
Trust Asset Management
Texas
$1.25M – – –
PIM
796
Perpetual Investment Management
Australia
$1.25M – – –
ATPW
797
Ashton Thomas Private Wealth
Arizona
$1.24M +$347K +892 +39%
VWM
798
Venturi Wealth Management
Texas
$1.23M +$82.1K +211 +7%
AP
799
Adero Partners
California
$1.23M +$21.4K +55 +2%
RW
800
REDW Wealth
New Mexico
$1.22M -$9.73K -25 -0.8%
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