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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
BFEC
801
Benjamin F. Edwards & Company
Missouri
$2.03M +$279K +551 +16%
SFA
802
Sequoia Financial Advisors
Ohio
$2.01M +$20.7K +41 +1%
CYG
803
Clean Yield Group
Vermont
$2.01M
CQS
804
Credential Qtrade Securities
$2M -$67.8K -134 -3%
DWM
805
Dakota Wealth Management
Florida
$1.99M -$137K -271 -6%
CAM
806
Covenant Asset Management
New Jersey
$1.99M +$11.1K +22 +0.6%
JHP
807
James Hambro & Partners
United Kingdom
$1.99M -$30.4K -60 -2%
EAM
808
Eagle Asset Management
Florida
$1.99M -$63.8K -126 -3%
VU
809
Vanderbilt University
Tennessee
$1.96M +$1.94M +3,840 New
IPW
810
Inlet Private Wealth
Florida
$1.96M
MME
811
Meag Munich Ergo
Germany
$1.95M +$32.9K +65 +2%
RC
812
Roundview Capital
New Jersey
$1.95M -$18.7K -37 -1%
Wolverine Trading
813
Wolverine Trading
Illinois
$1.93M -$1.03M -2,030 -35%
FNFDCM
814
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.91M
ACS
815
Archford Capital Strategies
Illinois
$1.91M +$18.2K +36 +1%
Two Sigma Investments
816
Two Sigma Investments
New York
$1.9M +$7.08K +14 +0.4%
SYBT
817
Stock Yards Bank & Trust
Kentucky
$1.89M +$42K +83 +2%
WCWM
818
Willow Creek Wealth Management
California
$1.89M -$3.04K -6 -0.2%
BTW
819
Boston Trust Walden
Massachusetts
$1.88M +$28.3K +56 +2%
CCM
820
Conway Capital Management
California
$1.88M +$137K +270 +8%
FBC
821
Fairfield, Bush & Co
Connecticut
$1.87M -$76.9K -152 -4%
HCA
822
Harbor Capital Advisors
Illinois
$1.87M -$7.59K -15 -0.4%
MWM
823
Mission Wealth Management
California
$1.87M -$48.6K -96 -3%
MLL
824
Moody Lynn & Lieberson
Massachusetts
$1.86M +$1.37M +2,709 +294%
SFS
825
Stiles Financial Services
Minnesota
$1.85M -$73.4K -145 -4%

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.