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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 %
BCM
926
Brookstone Capital Management
Illinois
$859K -$880 -2 -0.1%
ESBC
927
E.S. Barr & Co
Kentucky
$851K – – –
LHC
928
Little House Capital
Massachusetts
$849K +$269K +603 +46%
BOC
929
Barbara Oil Co
Illinois
$847K – – –
BWP
930
BSW Wealth Partners
Colorado
$844K +$37.4K +84 +5%
APP
931
Avantax Planning Partners
Iowa
$843K -$418K -937 -33%
PHAM
932
Palisades Hudson Asset Management
Florida
$836K -$35.2K -79 -4%
SIG
933
Sargent Investment Group
Maryland
$836K +$7.05K +16 +0.9%
AC
934
AlphaCore Capital
California
$832K +$832K +1,866 New
AF
935
Allworth Financial
California
$830K +$226K +506 +37%
VCA
936
Verdence Capital Advisors
Maryland
$827K +$19.2K +43 +2%
ETC
937
Exchange Traded Concepts
Oklahoma
$826K -$35.2K -79 -4%
LC
938
Lavaca Capital
Texas
$817K +$401K +900 +96%
HWM
939
Hohimer Wealth Management
Washington
$816K +$190K +426 +30%
EAM
940
Evanson Asset Management
California
$815K – – –
BRC
941
Bishop Rock Capital
New York
$811K – – –
PI
942
Pettee Investors
Connecticut
$807K – – –
MSAM
943
Moloney Securities Asset Management
Missouri
$802K +$412K +925 +106%
GLR
944
Great Lakes Retirement
Ohio
$802K +$802K +1,798 New
VFA
945
Valeo Financial Advisors
Indiana
$798K +$70K +157 +10%
ARC
946
Advisor Resource Council
Texas
$795K +$25.8K +59 +3%
RSC
947
Red Spruce Capital
Pennsylvania
$792K +$5.35K +12 +0.7%
BHPW
948
Beverly Hills Private Wealth
California
$790K +$78K +175 +11%
WA
949
WBH Advisory
Maryland
$788K +$788K +1,768 New
ZB
950
Zions Bancorporation
Utah
$781K +$140K +314 +22%
36 37
38
39 40