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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
SIM
876
Sentry Investment Management
Wisconsin
$804K +$50.1K +116 +6%
IA
877
IFP Advisors
Florida
$803K +$483K +1,117 +14%
BEI
878
Benjamin Edwards Inc
Missouri
$802K -$10.8K -25 -1%
HWM
879
HB Wealth Management
Georgia
$802K +$305K +705 +52%
LSA
880
Leonteq Securities AG
Switzerland
$801K -$1.24M -2,866 -58%
APA
881
American Portfolios Advisors
New York
$798K -$17.7K -41 -2%
SS
882
Simplicity Solutions
Minnesota
$794K +$174K +402 +24%
HFS
883
Haverford Financial Services
Pennsylvania
$793K +$405K +937 +84%
MCM
884
McRae Capital Management
New Jersey
$788K +$22K +51 +3%
VPI
885
Value Partners Investments
Manitoba, Canada
$786K +$122K +283 +16%
DCM
886
DGS Capital Management
New Jersey
$778K +$115K +266 +15%
SIG
887
Sargent Investment Group
Maryland
$773K
TFP
888
Tilia Fiduciary Partners
North Carolina
$773K
ETC
889
Exchange Traded Concepts
Oklahoma
$772K -$1.18M -2,730 -58%
RC
890
Roundview Capital
New Jersey
$772K +$86.8K +201 +11%
SFFS
891
Stonehage Fleming Financial Services
Jersey
$771K
BP
892
Ballentine Partners
Massachusetts
$771K +$263K +609 +44%
BCM
893
Brookstone Capital Management
Illinois
$761K +$1.3K +3 +0.2%
BFO
894
Boston Family Office
Massachusetts
$760K
JMFC
895
J.M. Forbes & Co
Massachusetts
$760K
PHAM
896
Palisades Hudson Asset Management
Florida
$758K
LFDLE
897
La Financiere de L'Echiquier
France
$756K +$8.64K +20 +1%
SAM
898
Stansberry Asset Management
Texas
$756K +$55.3K +128 +7%
QC
899
Quent Capital
New York
$752K +$66.1K +153 +9%
Wolverine Trading
900
Wolverine Trading
Illinois
$747K -$2.08M -4,808 -72%