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Intuit
INTU

Overview Fund Activity

1,602 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 659 increasing their positions, 558 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
+51
Holders Change %
+3.29%
% of All Funds
25.64%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.3%
New
167
Increased
659
Reduced
558
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.05B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$574M
3
Artisan Partners
Artisan Partners
Wisconsin
+$304M
4
Bank of America
Bank of America
North Carolina
+$247M
5
Tiger Global Management
Tiger Global Management
New York
+$199M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$695M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$442M
3
FPP
Findlay Park Partners
United Kingdom
-$363M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$264M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
DEA
901
DoubleLine ETF Adviser
Florida
$939K +$151K +338 +19%
RWB
902
RMR Wealth Builders
New Jersey
$938K +$446K +1,000 +91%
EWA
903
Exencial Wealth Advisors
Oklahoma
$931K -$4.25M -9,533 -82%
CLOS
904
Compagnie Lombard Odier SCmA
Switzerland
$927K -$107K -241 -10%
PWM
905
Perigon Wealth Management
California
$922K -$168K -376 -15%
AIA
906
Avalon Investment & Advisory
Texas
$919K -$543K -1,218 -37%
WP
907
Waycross Partners
Kentucky
$914K -$201K -450 -18%
WPC
908
Wedmont Private Capital
Pennsylvania
$909K +$133K +298 +17%
CCFCSB
909
Cape Cod Five Cents Savings Bank
Massachusetts
$909K -$220K -493 -19%
MGIA
910
Moneta Group Investment Advisors
Missouri
$908K +$110K +246 +14%
PAI
911
Pittenger & Anderson Inc
Nebraska
$908K +$162K +363 +22%
MCM
912
McRae Capital Management
New Jersey
$908K +$446 +1 +0%
MAWA
913
Moss Adams Wealth Advisors
Washington
$898K +$7.58K +17 +0.9%
WPW
914
Waldron Private Wealth
Pennsylvania
$887K -$77.1K -173 -8%
FLI
915
Family Legacy Inc
South Carolina
$886K +$68.7K +154 +8%
NIP
916
Nicholas Investment Partners
California
$882K -$2.03M -4,544 -70%
SIM
917
Sentry Investment Management
Wisconsin
$879K +$62K +139 +8%
HI
918
Harrington Investments
California
$878K +$878K +1,970 New
QC
919
Quent Capital
New York
$875K +$3.56K +8 +0.4%
JMFC
920
J.M. Forbes & Co
Massachusetts
$875K – – –
VCM
921
Virtue Capital Management
Tennessee
$874K -$64.5K -156 -7%
SA
922
SRN Advisors
Pennsylvania
$870K +$173K +394 +25%
CI
923
CX Institutional
Indiana
$869K +$101K +229 +13%
LOAMS
924
Lombard Odier Asset Management (Switzerland)
Switzerland
$866K +$145K +326 +20%
GCM
925
Greenland Capital Management
New York
$859K -$845K -1,895 -50%
35 36
37
38 39