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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
AO
826
Advisor OS
Illinois
$1.56M +$54.7K +125 +4%
DDC
827
DF Dent & Co
Maryland
$1.55M +$142K +325 +11%
DCM
828
Davidson Capital Management
Texas
$1.54M +$415K +947 +39%
SS
829
Sunbelt Securities
Texas
$1.54M +$327K +746 +29%
BCFD
830
Boit C.F. David
$1.53M
KTM
831
Keeler Thomas Management
Utah
$1.53M -$230K -525 -14%
SC
832
Savant Capital
Illinois
$1.52M +$69.2K +158 +5%
CI
833
Cigna Investments
Connecticut
$1.52M -$11.4K -26 -0.8%
HWM
834
HB Wealth Management
Georgia
$1.52M +$78.4K +179 +6%
EIP
835
Ellis Investment Partners
Pennsylvania
$1.52M
RC
836
Resonate Capital
California
$1.5M -$4.48M -10,232 -76%
GAG
837
GM Advisory Group
New York
$1.49M -$876 -2 -0.1%
ST
838
Sabal Trust
Florida
$1.48M +$1.41M +3,226 New
MMA
839
Miracle Mile Advisors
California
$1.47M -$213K -487 -13%
AIIMS
840
Analyst IMS Investment Management Services
Israel
$1.47M +$9.63K +22 +0.7%
JSA
841
Jacobson & Schmitt Advisors
Wisconsin
$1.46M
TAM
842
Trust Asset Management
Texas
$1.46M
PCM
843
Penserra Capital Management
California
$1.45M -$2.71M -6,177 -66%
RCM
844
RB Capital Management
Nevada
$1.45M +$7.01K +16 +0.5%
EHWM
845
Eads & Heald Wealth Management
Georgia
$1.45M -$84.5K -193 -6%
PAM
846
Panagora Asset Management
Massachusetts
$1.45M -$7.45K -17 -0.5%
RW
847
REDW Wealth
New Mexico
$1.44M
WWM
848
WT Wealth Management
Arizona
$1.43M -$58.7K -134 -4%
AP
849
Adero Partners
California
$1.43M +$15.8K +36 +1%
MFG
850
Merit Financial Group
Georgia
$1.43M +$39.9K +91 +3%

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.