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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
GIA
851
Gladstone Institutional Advisory
Florida
$911K -$1.66M -3,848 -62%
SP
852
Symmetry Partners
Connecticut
$902K -$12.5K -29 -1%
CC
853
Cannell & Co
New York
$901K
PWM
854
Perigon Wealth Management
California
$893K +$20.3K +47 +2%
ATPW
855
Ashton Thomas Private Wealth
Arizona
$888K +$7.34K +17 +0.7%
CAAS
856
Capital Asset Advisory Services
Michigan
$878K +$120K +277 +14%
LNC
857
Lincoln National Corp
Pennsylvania
$874K +$69.1K +160 +8%
KF
858
Krilogy Financial
Missouri
$871K +$9.07K +21 +0.9%
QI
859
Qtron Investments
Massachusetts
$871K +$432K +999 +80%
BS
860
Banco Santander
Spain
$866K +$26.4K +61 +3%
SCM
861
Stevens Capital Management
Pennsylvania
$856K +$545K +1,262 +133%
AIMCA
862
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$852K -$7.12M -16,493 -88%
PWPS
863
Pinnacle Wealth Planning Services
Ohio
$852K -$1.73K -4 -0.2%
FWM
864
FSA Wealth Management
Massachusetts
$846K +$52.3K +121 +6%
DFC
865
DB Fitzpatrick & Co
Idaho
$845K -$99.4K -230 -10%
PCS
866
Personal CFO Solutions
New Jersey
$841K +$26.8K +62 +3%
NCGI
867
Next Century Growth Investors
Minnesota
$840K +$17.3K +40 +2%
GW
868
GW & Wade
Massachusetts
$839K +$18.6K +43 +2%
GAMC
869
Garner Asset Management Corp
Texas
$838K -$50.5K -117 -5%
WPW
870
Waldron Private Wealth
Pennsylvania
$837K +$184K +426 +25%
MSR
871
Main Street Research
Connecticut
$832K +$52.3K +121 +6%
AIM
872
Anchor Investment Management
South Carolina
$827K +$19K +44 +2%
MA
873
Mutual Advisors
Nebraska
$825K +$93.3K +216 +11%
VIA
874
Vident Investment Advisory
Georgia
$824K -$1.12M -2,588 -46%
BWP
875
BSW Wealth Partners
Colorado
$808K -$3.89K -9 -0.4%