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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
LWM
926
Liberty Wealth Management
California
$663K +$864 +2 +0.1%
CPW
927
Catalyst Private Wealth
California
$660K -$181K -419 -20%
RA
928
RFG Advisory
Alabama
$658K +$57K +132 +8%
ARMT
929
Amica Retiree Medical Trust
Rhode Island
$654K +$214K +495 +41%
CA
930
Cetera Advisors
Colorado
$654K +$251K +581 +52%
CLOS
931
Compagnie Lombard Odier SCmA
Switzerland
$651K +$13.4K +31 +2%
PL
932
Parthenon LLC
Kentucky
$649K
AF
933
Allworth Financial
California
$648K +$123K +284 +20%
BBA
934
Baader Bank Aktiengesellschaft
Germany
$647K +$372K +861 +106%
ATC
935
Argent Trust Co
Tennessee
$644K -$189K -438 -21%
VFA
936
Voya Financial Advisors
Connecticut
$641K -$16.8K -39 -2%
ACM
937
Advisors Capital Management
New Jersey
$640K +$405K +937 +139%
WA
938
WBH Advisory
Maryland
$639K -$86.4K -200 -11%
IC
939
Inverness Counsel
New York
$638K +$49.2K +114 +7%
UBV
940
United Bank (Virginia)
Virginia
$636K
ANTB
941
AMG National Trust Bank
Colorado
$635K +$180K +416 +34%
AG
942
AIA Group
Hong Kong
$634K -$436K -1,009 -38%
FPCG
943
Fort Pitt Capital Group
Pennsylvania
$633K -$54K -125 -7%
UIA
944
Ulland Investment Advisors
Minnesota
$633K -$54K -125 -7%
PG
945
Proffitt & Goodson
Tennessee
$632K +$8.64K +20 +1%
WFPG
946
Waller Financial Planning Group
Ohio
$628K -$43.2K -100 -6%
SCA
947
Snowden Capital Advisors
New York
$626K -$61.8K -143 -8%
FFBTD
948
First Financial Bank - Trust Division
Ohio
$626K +$3.89K +9 +0.6%
AWP
949
Accretive Wealth Partners
New Jersey
$626K +$11.2K +26 +2%
PCP
950
Proficio Capital Partners
Massachusetts
$626K +$29.8K +69 +4%