INTU icon

Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
926
Cutler Group
California
$700K -$1.47M -3,781 -68%
DCM
927
Davidson Capital Management
Texas
$693K +$693K +1,781 New
QI
928
Qtron Investments
Massachusetts
$689K -$186K -479 -21%
DEA
929
DoubleLine ETF Adviser
Florida
$688K +$688K +1,768 New
RSC
930
Red Spruce Capital
Pennsylvania
$687K – – –
ARC
931
Advisor Resource Council
Texas
$684K -$309K -794 -31%
SP
932
Symmetry Partners
Connecticut
$683K -$223K -574 -25%
CIA
933
Capital Investment Advisors
Georgia
$681K -$426K -1,095 -39%
KIC
934
Kensington Investment Counsel
California
$677K -$29.6K -76 -4%
CI
935
CX Institutional
Indiana
$676K +$457K +1,174 +209%
WPC
936
Wedmont Private Capital
Pennsylvania
$675K -$11.6K -30 -2%
SAMC
937
Spectrum Asset Management (California)
California
$674K – – –
OL
938
Optas LLC
Texas
$673K -$23.7K -61 -3%
MMG
939
Monetary Management Group
Missouri
$671K – – –
STC
940
Sarah T. Connolly
$669K -$38.9K -100 -5%
BFO
941
Boston Family Office
Massachusetts
$657K -$107K -275 -14%
AWP
942
Accretive Wealth Partners
New Jersey
$654K +$25.3K +65 +4%
PL
943
Parthenon LLC
Kentucky
$652K – – –
PAI
944
Pittenger & Anderson Inc
Nebraska
$652K +$55.7K +143 +9%
EWM
945
Evercore Wealth Management
New York
$648K +$155K +397 +31%
BG
946
Bahl & Gaynor
Ohio
$647K +$35.4K +91 +6%
PFG
947
PAX Financial Group
Texas
$644K -$57.2K -147 -8%
ATC
948
Argent Trust Co
Tennessee
$643K -$5.45K -14 -0.8%
HWA
949
Heritage Wealth Advisors
Virginia
$639K +$66.9K +172 +12%
UBV
950
United Bank (Virginia)
Virginia
$639K – – –
36 37
38
39 40