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Intuit

1,503 hedge funds and large institutions have $91.3B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 637 increasing their positions, 521 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
25.99%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.11%
New
130
Increased
637
Reduced
521
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
901
Burney Company
Virginia
$710K -$775K -2,003 -52%
OIS
902
Okabena Investment Services
Minnesota
$710K +$349K +900 +96%
STC
903
Sarah T. Connolly
$705K -$29.1K -75 -4%
APP
904
Alpha Paradigm Partners
Illinois
$705K +$650K +1,676 +1,172%
NL
905
NVWM LLC
Pennsylvania
$703K -$40.2K -104 -5%
KIC
906
Kensington Investment Counsel
California
$703K -$2.71K -7 -0.4%
VCA
907
Verdence Capital Advisors
Maryland
$703K +$111K +286 +19%
PI
908
Pettee Investors
Connecticut
$701K
PFG
909
PAX Financial Group
Texas
$698K +$15.5K +40 +2%
OL
910
Optas LLC
Texas
$693K +$55K +142 +9%
HSA
911
HBK Sorce Advisory
Pennsylvania
$693K +$97.2K +251 +16%
EP
912
Edgestream Partners
New Jersey
$688K -$1.45M -3,755 -68%
WPC
913
Wedmont Private Capital
Pennsylvania
$688K +$213K +551 +45%
RSC
914
Red Spruce Capital
Pennsylvania
$684K +$6.2K +16 +0.9%
MGIA
915
Moneta Group Investment Advisors
Missouri
$683K -$169K -437 -20%
SAMC
916
Spectrum Asset Management (California)
California
$670K
Grantham, Mayo, Van Otterloo & Co (GMO)
917
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$669K
MMG
918
Monetary Management Group
Missouri
$668K
PFP
919
Pinnacle Financial Partners
Tennessee
$667K +$80.6K +208 +14%
FLI
920
Family Legacy Inc
South Carolina
$664K +$31.4K +81 +5%
LWM
921
Liberty Wealth Management
California
$663K +$775 +2 +0.1%
CPW
922
Catalyst Private Wealth
California
$660K -$162K -419 -20%
RA
923
RFG Advisory
Alabama
$658K +$50.5K +132 +8%
ARMT
924
Amica Retiree Medical Trust
Rhode Island
$654K +$192K +495 +41%
CA
925
Cetera Advisors
Colorado
$654K +$225K +581 +52%