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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
826
Transamerica Financial Advisors
Florida
$1.03M +$580K +1,342 +102%
WAM
827
Weatherly Asset Management
California
$1.03M -$21.6K -50 -2%
CCA
828
Checchi Capital Advisers
California
$1.02M +$73K +169 +7%
CNBTD
829
Citizens National Bank Trust Department
Mississippi
$1.02M +$416K +962 +57%
KLC
830
Knowledge Leaders Capital
Colorado
$1.02M -$62.2K -144 -5%
MG
831
Mather Group
Illinois
$1.01M -$20.7K -48 -2%
FWA
832
FSM Wealth Advisors
Ohio
$1.01M +$1.13M +2,618 New
CFM
833
Capricorn Fund Managers
United Kingdom
$1.01M
FA
834
FDx Advisors
Illinois
$999K -$574K -1,328 -34%
PAM
835
Peak Asset Management
Colorado
$997K +$47.5K +110 +4%
MF
836
Magnetar Financial
Illinois
$997K +$1.11M +2,573 New
SFA
837
Sequoia Financial Advisors
Ohio
$992K -$67.8K -157 -6%
ICG
838
InterOcean Capital Group
Tennessee
$990K +$283K +656 +35%
ARC
839
Advisor Resource Council
Texas
$988K -$2.58M -5,968 -70%
EWM
840
Empirical Wealth Management
Washington
$985K -$21.6K -50 -2%
GCC
841
Guardian Capital (Canada)
Ontario, Canada
$968K -$86.4K -200 -7%
HH
842
Hilltop Holdings
Texas
$968K +$20.3K +47 +2%
LA
843
Legacy Advisors
Pennsylvania
$961K +$159K +368 +17%
CQS
844
Credential Qtrade Securities
$957K +$17.7K +41 +2%
CB
845
Cadence Bank
Mississippi
$948K +$1.06M +2,448 New
SBH
846
Segall Bryant & Hamill
Illinois
$944K -$131K -304 -11%
DT
847
Diversified Trust
Tennessee
$941K -$343K -794 -25%
PA
848
Pinnacle Associates
New York
$936K +$141K +327 +16%
NB
849
Nicolet Bankshares
Wisconsin
$935K
IC
850
Iconiq Capital
California
$917K +$1.73K +4 +0.2%