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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
CQS
776
Credential Qtrade Securities
$1.85M -$14K -32 -0.8%
Sands Capital Management
777
Sands Capital Management
Virginia
$1.85M -$435M -992,649 -100%
EAM
778
Eagle Asset Management
Florida
$1.84M +$230K +525 +15%
EWA
779
EP Wealth Advisors
California
$1.84M -$28.3M -64,713 -81%
KFBMI
780
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.83M
MYAM
781
Meiji Yasuda Asset Management
Japan
$1.83M +$73.1K +167 +4%
BSW
782
Buckingham Strategic Wealth
Missouri
$1.82M +$109K +248 +7%
OF
783
Outfitter Financial
Maine
$1.82M -$278K -635 -14%
JHP
784
James Hambro & Partners
United Kingdom
$1.81M -$24.5K -56 -1%
ATPW
785
Ashton Thomas Private Wealth
Arizona
$1.81M +$229K +522 +15%
ACS
786
Archford Capital Strategies
Illinois
$1.81M +$69.6K +159 +4%
BBA
787
Baader Bank Aktiengesellschaft
Germany
$1.8M +$1.73M +3,955 New
RA
788
RiverPark Advisors
New York
$1.79M -$240K -548 -12%
SCA
789
Southern Capital Advisors
Tennessee
$1.79M +$1.45M +3,305 +541%
SFA
790
Sequoia Financial Advisors
Ohio
$1.79M +$51.2K +117 +3%
CGL
791
Clarius Group LLC
Washington
$1.78M +$45.1K +103 +3%
CAM
792
Covenant Asset Management
New Jersey
$1.78M -$1.51M -3,442 -47%
CPIG
793
Chicago Partners Investment Group
Illinois
$1.78M -$115K -263 -7%
PTC
794
Private Trust Company
Ohio
$1.77M +$20.1K +46 +1%
RC
795
Roundview Capital
New Jersey
$1.76M +$202K +462 +14%
AA
796
Altrafin AG
$1.76M +$289K +659 +21%
IPW
797
Inlet Private Wealth
Florida
$1.75M
FBC
798
Fairfield, Bush & Co
Connecticut
$1.75M -$6.57K -15 -0.4%
BCM
799
Bridgeway Capital Management
Texas
$1.74M
MUAMU
800
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.74M -$219K -500 -12%

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.