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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
ESBC
901
E.S. Barr & Co
Kentucky
$739K
EAM
902
Evanson Asset Management
California
$738K
MME
903
Meag Munich Ergo
Germany
$736K -$500K -1,157 -38%
BOC
904
Barbara Oil Co
Illinois
$736K +$475K +1,100 +138%
SC
905
Savant Capital
Illinois
$713K -$18.6K -43 -2%
BC
906
Burney Company
Virginia
$710K -$865K -2,003 -52%
OIS
907
Okabena Investment Services
Minnesota
$710K +$389K +900 +96%
STC
908
Sarah T. Connolly
$705K -$32.4K -75 -4%
APP
909
Alpha Paradigm Partners
Illinois
$705K +$724K +1,676 +1,172%
NL
910
NVWM LLC
Pennsylvania
$703K -$44.9K -104 -5%
KIC
911
Kensington Investment Counsel
California
$703K -$3.02K -7 -0.4%
VCA
912
Verdence Capital Advisors
Maryland
$703K +$124K +286 +19%
PI
913
Pettee Investors
Connecticut
$701K
PFG
914
PAX Financial Group
Texas
$698K +$17.3K +40 +2%
OL
915
Optas LLC
Texas
$693K +$61.3K +142 +9%
HSA
916
HBK Sorce Advisory
Pennsylvania
$693K +$108K +251 +16%
EP
917
Edgestream Partners
New Jersey
$688K -$1.62M -3,755 -68%
WPC
918
Wedmont Private Capital
Pennsylvania
$688K +$238K +551 +45%
RSC
919
Red Spruce Capital
Pennsylvania
$684K +$6.91K +16 +0.9%
MGIA
920
Moneta Group Investment Advisors
Missouri
$683K -$189K -437 -20%
SAMC
921
Spectrum Asset Management (California)
California
$670K
Grantham, Mayo, Van Otterloo & Co (GMO)
922
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$669K
MMG
923
Monetary Management Group
Missouri
$668K
PFPT
924
Pinnacle Financial Partners (Tennessee)
Tennessee
$667K +$89.8K +208 +14%
FLI
925
Family Legacy Inc
South Carolina
$664K +$35K +81 +5%