We are live on ! Find out more

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
HT
801
Headlands Technologies
Illinois
$1.73M +$159K +362 +11%
SIA
802
Schechter Investment Advisors
Michigan
$1.72M +$8.76K +20 +0.5%
MME
803
Meag Munich Ergo
Germany
$1.72M +$1.54M +3,527 +1,507%
SFS
804
Stiles Financial Services
Minnesota
$1.72M -$38.5K -88 -2%
MWM
805
Mission Wealth Management
California
$1.72M -$140K -319 -8%
FNFDCM
806
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.71M +$61.3K +140 +4%
EAM
807
EFG Asset Management
Oregon
$1.71M -$405K -924 -20%
DL
808
DOHJ LLC
Washington
$1.71M +$6.13K +14 +0.4%
CYG
809
Clean Yield Group
Vermont
$1.7M -$72.3K -165 -4%
Two Sigma Investments
810
Two Sigma Investments
New York
$1.7M +$1.32M +3,005 +429%
WCWM
811
Willow Creek Wealth Management
California
$1.69M +$1.31K +3 +0.1%
HCA
812
Harbor Capital Advisors
Illinois
$1.68M -$18.4K -42 -1%
FMAEN1
813
Fund Management at Engine No 1
California
$1.67M +$108K +246 +7%
BTW
814
Boston Trust Walden
Massachusetts
$1.66M -$252K -576 -14%
SYBT
815
Stock Yards Bank & Trust
Kentucky
$1.66M +$17.5K +40 +1%
NICM
816
Neo Ivy Capital Management
New York
$1.63M +$1.56M +3,552 New
O
817
Ossiam
France
$1.61M -$17.3M -39,394 -92%
FMWA
818
Forvis Mazars Wealth Advisors
Missouri
$1.61M +$1.54M +3,508 New
LNC
819
Lincoln National Corp
Pennsylvania
$1.61M +$18.8K +43 +1%
KJHP
820
K.J. Harrison & Partners
Ontario, Canada
$1.6M +$876K +2,000 +133%
BRWA
821
B. Riley Wealth Advisors
Florida
$1.59M -$243K -555 -14%
JCM
822
Jacobi Capital Management
Pennsylvania
$1.58M +$438 +1 +0%
BFEC
823
Benjamin F. Edwards & Company
Missouri
$1.56M +$1.14M +2,595 +315%
CCM
824
Conway Capital Management
California
$1.56M -$212K -485 -12%
TFA
825
Transamerica Financial Advisors
Florida
$1.56M -$423K -965 -22%

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.