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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
CCM
776
Cohen Capital Management
California
$2.22M
FDS
777
Freedom Day Solutions
Texas
$2.21M +$62.7K +124 +3%
AP
778
Americana Partners
Texas
$2.21M +$995K +1,967 +86%
MAS
779
Meeder Advisory Services
Ohio
$2.21M -$270K -534 -11%
SSI
780
Scott & Selber Inc
Texas
$2.2M -$6.07K -12 -0.3%
BFG
781
Bleakley Financial Group
New Jersey
$2.2M -$237K -469 -10%
AIC
782
Aurora Investment Counsel
Georgia
$2.15M -$22.3K -44 -1%
CCG
783
Cloverfields Capital Group
Minnesota
$2.14M -$41.5K -82 -2%
ECM
784
Evergreen Capital Management
Washington
$2.12M +$19.7K +39 +0.9%
HWM
785
HB Wealth Management
Georgia
$2.12M +$426K +842 +25%
WP
786
WealthSource Partners
California
$2.08M -$20.7K -41 -1%
GAM
787
Gotham Asset Management
New York
$2.08M -$555K -1,096 -21%
CCA
788
Checchi Capital Advisers
California
$2.08M +$703K +1,390 +52%
CCM
789
Coldstream Capital Management
Washington
$2.08M -$39K -77 -2%
YIH
790
Y-Intercept (HK)
Hong Kong
$2.08M +$2.06M +4,066 New
SCA
791
Southern Capital Advisors
Tennessee
$2.07M +$72.4K +143 +4%
SIA
792
Schechter Investment Advisors
Michigan
$2.07M +$145K +287 +8%
DL
793
DOHJ LLC
Washington
$2.06M +$124K +246 +7%
BFG
794
Berger Financial Group
Minnesota
$2.05M -$84.5K -167 -4%
FMAEN1
795
Fund Management at Engine No 1
California
$2.05M +$179K +353 +10%
KFBMI
796
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.04M
SC
797
Settian Capital
New York
$2.04M +$2.02M +4,000 New
OF
798
Outfitter Financial
Maine
$2.04M +$10.6K +21 +0.5%
CPIG
799
Chicago Partners Investment Group
Illinois
$2.03M +$237K +468 +13%
WAM
800
Worth Asset Management
Texas
$2.03M +$2.01M +3,973 New

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.