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Intuit

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
TFP
901
Tilia Fiduciary Partners
North Carolina
$1.11M +$121K +276 +13%
SL
902
Sonnipe Ltd
Isle Of Man
$1.11M
NB
903
Nicolet Bankshares
Wisconsin
$1.11M -$1.31K -3 -0.1%
CCM
904
Community Capital Management
Florida
$1.1M
CNBTD
905
Citizens National Bank Trust Department
Mississippi
$1.1M -$103K -235 -9%
VCM
906
Virtue Capital Management
Tennessee
$1.09M +$120K +275 +13%
IC
907
Iconiq Capital
California
$1.09M +$2.19K +5 +0.2%
CANY
908
Caxton Associates (New York)
New York
$1.09M +$16.6K +38 +2%
MCM
909
McRae Capital Management
New Jersey
$1.07M +$134K +305 +15%
KLC
910
Knowledge Leaders Capital
Colorado
$1.07M -$31.5K -72 -3%
AIM
911
Anchor Investment Management
South Carolina
$1.07M +$3.06K +7 +0.3%
CC
912
Cannell & Co
New York
$1.07M
TWM
913
Thrive Wealth Management
Pennsylvania
$1.06M +$437K +998 +75%
ARMT
914
Amica Retiree Medical Trust
Rhode Island
$1.06M -$64.8K -148 -6%
STA
915
Summit Trail Advisors
New York
$1.06M +$554K +1,265 +121%
BEI
916
Benjamin Edwards Inc
Missouri
$1.06M +$16.6K +38 +2%
HH
917
Hilltop Holdings
Texas
$1.05M -$102K -233 -9%
MWM
918
Modera Wealth Management
New Jersey
$1.05M +$484K +1,106 +94%
AP
919
Americana Partners
Texas
$1.04M +$244K +558 +32%
PWM
920
Perigon Wealth Management
California
$1.04M +$92K +210 +10%
WA
921
Wealth Alliance
New York
$1.04M +$283K +646 +40%
CC
922
Cipher Capital
New York
$1.04M +$993K +2,267 New
FCBT
923
First Citizens Bank & Trust
North Carolina
$1.03M -$61.3K -140 -6%
BS
924
Banco Santander
Spain
$1.02M
BP
925
Ballentine Partners
Massachusetts
$1.02M +$30.2K +69 +3%

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.