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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
APG
876
Abacus Planning Group
South Carolina
$1.23M +$3.06K +7 +0.3%
CCA
877
Checchi Capital Advisers
California
$1.23M +$40.7K +93 +4%
BJL
878
Brighton Jones LLC
Washington
$1.23M -$13.1K -30 -1%
WPC
879
Wedmont Private Capital
Pennsylvania
$1.22M +$209K +478 +23%
DFC
880
DB Fitzpatrick & Co
Idaho
$1.21M -$64.4K -147 -5%
FWA
881
FSM Wealth Advisors
Ohio
$1.21M -$10.9K -25 -1%
MSAM
882
Moloney Securities Asset Management
Missouri
$1.2M +$361K +825 +46%
HI
883
Harrington Investments
California
$1.2M +$282K +644 +33%
QCG
884
Quadrant Capital Group
Ohio
$1.2M -$438 -1 -0%
CIG
885
Cascade Investment Group
Colorado
$1.2M -$35K -80 -3%
ETC
886
Exchange Traded Concepts
Oklahoma
$1.18M +$317K +724 +39%
Verition Fund Management
887
Verition Fund Management
Connecticut
$1.18M +$440K +1,005 +64%
APWM
888
Argonautica Private Wealth Management
Massachusetts
$1.18M -$4.82K -11 -0.4%
VSQM
889
V-Square Quantitative Management
Illinois
$1.18M +$199K +454 +21%
CB
890
Cadence Bank
Mississippi
$1.17M +$4.82K +11 +0.4%
MFG
891
Monumental Financial Group
Maryland
$1.17M -$30.2K -69 -3%
VPI
892
Value Partners Investments
Manitoba, Canada
$1.17M +$61.3K +140 +6%
DT
893
Diversified Trust
Tennessee
$1.16M +$407K +929 +58%
SPA
894
Sherbrooke Park Advisers
New York
$1.15M +$788K +1,800 +257%
SVWAG
895
Sound View Wealth Advisors Group
Georgia
$1.14M -$15.8K -36 -1%
PWPS
896
Pinnacle Wealth Planning Services
Ohio
$1.14M +$123K +280 +13%
HI
897
Horizon Investments
North Carolina
$1.14M +$381K +871 +54%
SFI
898
Susquehanna Fundamental Investments
Pennsylvania
$1.14M -$5.11M -11,659 -82%
CA
899
Clearstead Advisors
Ohio
$1.12M -$876 -2 -0.1%
PAM
900
Peak Asset Management
Colorado
$1.12M -$6.57K -15 -0.6%

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.