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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
NCM
826
Novare Capital Management
North Carolina
$1.84M -$245K -485 -12%
EAM
827
EFG Asset Management
Oregon
$1.84M -$70.3K -139 -4%
AO
828
Advisor OS
Illinois
$1.82M +$88.6K +175 +5%
EWM
829
Elevatus Welath Management
New York
$1.81M +$1.79M +3,547 New
AIM
830
Aigen Investment Management
New York
$1.81M +$1.79M +3,543 New
CAAS
831
Capital Asset Advisory Services
Michigan
$1.8M +$250K +494 +17%
FMWA
832
Forvis Mazars Wealth Advisors
Missouri
$1.79M +$1.52K +3 +0.1%
BCFD
833
Boit C.F. David
$1.79M +$50.6K +100 +3%
C
834
Certuity
Florida
$1.78M +$1.2M +2,380 +215%
RA
835
RiverPark Advisors
New York
$1.78M -$218K -430 -11%
SVWAG
836
Sound View Wealth Advisors Group
Georgia
$1.77M +$489K +967 +39%
JCM
837
Jacobi Capital Management
Pennsylvania
$1.75M -$7.08K -14 -0.4%
SS
838
Sunbelt Securities
Texas
$1.73M +$18.2K +36 +1%
VA
839
Vident Advisory
Georgia
$1.73M +$1.71M +3,379 New
DCM
840
Davidson Capital Management
Texas
$1.72M -$7.08K -14 -0.4%
ST
841
Sabal Trust
Florida
$1.7M +$49.6K +98 +3%
EIP
842
Ellis Investment Partners
Pennsylvania
$1.69M
JCM
843
Jag Capital Management
Missouri
$1.69M +$593K +1,171 +55%
LNC
844
Lincoln National Corp
Pennsylvania
$1.69M -$104K -205 -6%
MFG
845
Merit Financial Group
Georgia
$1.68M +$91.6K +181 +6%
CGL
846
Clarius Group LLC
Washington
$1.67M -$320K -632 -16%
GAG
847
GM Advisory Group
New York
$1.66M +$506 +1 +0%
MMA
848
Miracle Mile Advisors
California
$1.65M +$11.1K +22 +0.7%
IA
849
IFP Advisors
Florida
$1.64M -$2.29M -4,520 -58%
AIIMS
850
Analyst IMS Investment Management Services
Israel
$1.64M -$11.1K -22 -0.7%

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.