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Intuit

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
RWA
851
Ropes Wealth Advisors
Massachusetts
$1.41M +$93.3K +213 +7%
VWM
852
Venturi Wealth Management
Texas
$1.41M +$35.5K +81 +3%
CAAS
853
Capital Asset Advisory Services
Michigan
$1.37M +$146K +333 +13%
RCM
854
Riverpark Capital Management
New York
$1.36M
CWP
855
Cyndeo Wealth Partners
Florida
$1.36M +$1.09M +2,478 +507%
HS
856
HighVista Strategies
Massachusetts
$1.36M +$763K +1,743 +143%
Capstone Investment Advisors
857
Capstone Investment Advisors
New York
$1.35M +$1.29M +2,956 New
SBIA
858
Sheaff Brock Investment Advisors
Indiana
$1.35M +$1.75K +4 +0.1%
MNBTD
859
Moody National Bank Trust Division
Texas
$1.34M
HFM
860
Harvest Fund Management
China
$1.33M +$65.7K +150 +5%
SWMG
861
Signature Wealth Management Group
Georgia
$1.31M -$71.4K -163 -5%
RGC
862
Roberts, Glore & Co
Illinois
$1.31M -$2.19K -5 -0.2%
EWM
863
Elmwood Wealth Management
California
$1.3M -$13.6K -31 -1%
SVCP
864
Silicon Valley Capital Partners
California
$1.29M +$17.5K +40 +1%
TCM
865
Twin Capital Management
Pennsylvania
$1.28M -$10.9K -25 -0.9%
DI
866
DFPG Investments
Utah
$1.28M +$419K +956 +60%
IWM
867
IHT Wealth Management
Illinois
$1.27M +$715K +1,633 +144%
RWM
868
Ritholtz Wealth Management
New York
$1.27M +$10.5K +24 +0.9%
HIIFS
869
Harel Insurance Investments & Financial Services
Israel
$1.27M +$1.09M +2,482 +836%
ILI
870
Invesco LLC (Illinois)
Illinois
$1.27M +$1.21M +2,764 New
SCI
871
S&CO Inc
Massachusetts
$1.26M +$440K +1,005 +58%
VIA
872
Vident Investment Advisory
Georgia
$1.26M -$199K -454 -14%
AC
873
Avestar Capital
New York
$1.26M +$94.2K +215 +9%
MG
874
Mather Group
Illinois
$1.25M -$78.8K -180 -6%
MG
875
Markel Group
Virginia
$1.25M

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.