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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
901
Crew Capital Management
Ohio
$1.34M +$1.32M +2,618 New
TFP
902
Tilia Fiduciary Partners
North Carolina
$1.34M +$99.2K +196 +8%
SC
903
Savant Capital
Illinois
$1.32M -$375K -741 -22%
LFM
904
LGT Fund Management
Liechtenstein
$1.32M +$949K +1,875 +282%
APWM
905
Argonautica Private Wealth Management
Massachusetts
$1.32M
ETC
906
Exchange Traded Concepts
Oklahoma
$1.31M -$3.54K -7 -0.3%
CB
907
Cadence Bank
Mississippi
$1.3M -$5.57K -11 -0.4%
PWM
908
Perigon Wealth Management
California
$1.3M +$130K +257 +11%
AAB
909
ABN AMRO Bank
Netherlands
$1.29M +$266K +525 +26%
CIG
910
Cascade Investment Group
Colorado
$1.28M -$50.1K -99 -4%
IPAM
911
ICICI Prudential Asset Management
India
$1.27M -$3.73M -7,378 -75%
SFI
912
Susquehanna Fundamental Investments
Pennsylvania
$1.27M
EP
913
Edgestream Partners
New Jersey
$1.26M -$1.21M -2,382 -49%
SWM
914
Spire Wealth Management
Virginia
$1.25M -$3.01M -5,954 -71%
FWA
915
FSM Wealth Advisors
Ohio
$1.24M -$86.5K -171 -7%
PAM
916
Peak Asset Management
Colorado
$1.24M
NB
917
Nicolet Bankshares
Wisconsin
$1.23M -$2.53K -5 -0.2%
Fiera Capital (Canada)
918
Fiera Capital (Canada)
Quebec, Canada
$1.23M -$2.14M -4,236 -64%
CCM
919
Community Capital Management
Florida
$1.23M
WANY
920
Wealthspire Advisors (New York)
New York
$1.22M +$723K +1,429 +148%
IC
921
Iconiq Capital
California
$1.22M +$5.06K +10 +0.4%
CNBTD
922
Citizens National Bank Trust Department
Mississippi
$1.22M -$2.53K -5 -0.2%
CC
923
Cannell & Co
New York
$1.22M +$29.9K +59 +3%
PWPS
924
Pinnacle Wealth Planning Services
Ohio
$1.22M -$55.7K -110 -4%
ORAM
925
One River Asset Management
Connecticut
$1.22M +$1.2M +2,375 New

INTU Hedge Fund Activity: Q3 2023 in Review

1,740 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2023, worth a combined $119B — up 9.9% from $108B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new INTU positions and 88 closed out — a net gain of 90 holders — while 631 added to existing stakes and 662 trimmed.

The largest buyer was Coatue Management, adding an estimated $474M. The largest seller was Nicholas Hoffman & Company, exiting entirely with an estimated $1.27B sold.

  • 1,740 institutional investors held Intuit (INTU) as of Q3 2023, up from 1,667 in Q2 2023.
  • Funds reported $119B of Intuit stock for Q3 2023, up 9.9% quarter-over-quarter.
  • 178 funds opened new Intuit positions in Q3 2023 and 88 closed out, a net change of +90 holders.
  • The largest Intuit buyer in Q3 2023 was Coatue Management, an estimated $474M added.
  • The largest Intuit seller in Q3 2023 was Nicholas Hoffman & Company, an estimated $1.27B sold.

Based on aggregated 13F filings for Q3 2023.