INTU icon

Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
851
Hilltop Holdings
Texas
$975K +$2.34K +6 +0.2%
WP
852
Waycross Partners
Kentucky
$973K -$234K -600 -19%
OPA
853
Old Port Advisors
Maine
$971K -$50.2K -129 -5%
SS
854
Sunbelt Securities
Texas
$966K -$148K -379 -13%
KLC
855
Knowledge Leaders Capital
Colorado
$964K -$56K -144 -5%
MFG
856
Monumental Financial Group
Maryland
$957K +$957K +2,459 New
PAM
857
Peak Asset Management
Colorado
$953K -$48.7K -125 -5%
CB
858
Cadence Bank
Mississippi
$953K – – –
PWM
859
Perigon Wealth Management
California
$952K +$54.1K +139 +6%
EWM
860
Empirical Wealth Management
Washington
$945K -$44.8K -115 -5%
NB
861
Nicolet Bankshares
Wisconsin
$943K +$3.5K +9 +0.4%
GC
862
Guardian Capital
Ontario, Canada
$942K -$31.1K -80 -3%
IC
863
Iconiq Capital
California
$923K +$1.95K +5 +0.2%
CC
864
Cannell & Co
New York
$906K – – –
CLOS
865
Compagnie Lombard Odier SCmA
Switzerland
$903K +$249K +640 +38%
VPI
866
Value Partners Investments
Manitoba, Canada
$898K +$109K +279 +14%
DDC
867
DF Dent & Co
Maryland
$892K +$388K +996 +77%
DT
868
Diversified Trust
Tennessee
$891K -$54.9K -141 -6%
BPGAM
869
BTG Pactual Global Asset Management
Bermuda
$888K +$888K +2,282 New
VCM
870
Virtue Capital Management
Tennessee
$883K +$579K +1,489 +191%
PWPS
871
Pinnacle Wealth Planning Services
Ohio
$880K +$24.9K +64 +3%
KF
872
Krilogy Financial
Missouri
$878K +$3.11K +8 +0.4%
MYIA
873
Mount Yale Investment Advisors
Colorado
$872K -$207K -532 -19%
CAAS
874
Capital Asset Advisory Services
Michigan
$872K -$18.9K -48 -2%
BS
875
Banco Santander
Spain
$870K – – –
33 34
35
36 37