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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
JSA
851
Jacobson & Schmitt Advisors
Wisconsin
$1.63M
RCM
852
RB Capital Management
Nevada
$1.62M +$4.55K +9 +0.3%
TAM
853
Trust Asset Management
Texas
$1.62M
AP
854
Adero Partners
California
$1.62M +$32.4K +64 +2%
CCS
855
Concentric Capital Strategies
Connecticut
$1.62M +$1.6M +3,170 New
PAM
856
Panagora Asset Management
Massachusetts
$1.62M +$2.02K +4 +0.1%
RW
857
REDW Wealth
New Mexico
$1.61M +$4.55K +9 +0.3%
WI
858
WBI Investments
New Jersey
$1.61M +$1.59M +3,150 New
WPC
859
Wedmont Private Capital
Pennsylvania
$1.59M +$226K +447 +18%
RWM
860
Ritholtz Wealth Management
New York
$1.58M +$168K +332 +12%
DFCM
861
Dark Forest Capital Management
Puerto Rico
$1.57M +$695K +1,374 +81%
OAM
862
Ostrum Asset Management
France
$1.57M -$1.31M -2,585 -46%
GS
863
GTS Securities
New York
$1.56M +$1.55M +3,056 New
VSQM
864
V-Square Quantitative Management
Illinois
$1.56M +$244K +482 +19%
EHWM
865
Eads & Heald Wealth Management
Georgia
$1.55M -$66.3K -131 -4%
TFA
866
Transamerica Financial Advisors
Florida
$1.55M -$186K -368 -11%
DT
867
Diversified Trust
Tennessee
$1.54M +$238K +470 +19%
PCM
868
Penserra Capital Management
California
$1.53M -$91.6K -181 -6%
MSAM
869
Moloney Securities Asset Management
Missouri
$1.53M +$182K +360 +14%
VWM
870
Venturi Wealth Management
Texas
$1.51M -$60.7K -120 -4%
SBIA
871
Sheaff Brock Investment Advisors
Indiana
$1.5M +$2.53K +5 +0.2%
MNBTD
872
Moody National Bank Trust Division
Texas
$1.5M +$7.08K +14 +0.5%
AC
873
Avestar Capital
New York
$1.5M +$96.1K +190 +7%
CI
874
Cigna Investments
Connecticut
$1.49M -$197K -390 -12%
JFG
875
Jefferies Financial Group
New York
$1.49M +$683K +1,349 +87%

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.