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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
KLC
926
Knowledge Leaders Capital
Colorado
$1.21M +$15.7K +31 +1%
CP
927
Cumberland Partners
Ontario, Canada
$1.21M +$1.2M +2,365 New
MWM
928
Meridian Wealth Management
Kentucky
$1.2M +$516K +1,020 +77%
BCM
929
Brookstone Capital Management
Illinois
$1.19M +$144K +285 +14%
ARMT
930
Amica Retiree Medical Trust
Rhode Island
$1.18M
TWM
931
Thrive Wealth Management
Pennsylvania
$1.18M -$7.59K -15 -0.6%
BP
932
Ballentine Partners
Massachusetts
$1.18M +$39.5K +78 +4%
BEI
933
Benjamin Edwards Inc
Missouri
$1.17M -$10.1K -20 -0.9%
EWM
934
Empirical Wealth Management
Washington
$1.17M +$63.3K +125 +6%
AIM
935
Anchor Investment Management
South Carolina
$1.16M -$29.9K -59 -3%
HH
936
Hilltop Holdings
Texas
$1.16M -$8.6K -17 -0.7%
OPA
937
Old Port Advisors
Maine
$1.16M +$1.15M +2,267 New
PA
938
Procyon Advisors
Connecticut
$1.15M +$307K +606 +37%
SWA
939
Stratos Wealth Advisors
Ohio
$1.14M +$10.1K +20 +0.9%
BS
940
Banco Santander
Spain
$1.14M
VPI
941
Value Partners Investments
Manitoba, Canada
$1.14M -$169K -333 -13%
AF
942
Allworth Financial
California
$1.13M +$63.8K +126 +6%
PW
943
Peninsula Wealth
California
$1.13M +$12.7K +25 +1%
MCM
944
McRae Capital Management
New Jersey
$1.12M -$75.9K -150 -6%
FWM
945
FSA Wealth Management
Massachusetts
$1.11M +$8.1K +16 +0.7%
HS
946
HighVista Strategies
Massachusetts
$1.11M -$405K -800 -27%
PF
947
Phoenix Financial
Israel
$1.1M -$1.64M -3,234 -60%
NL
948
NVWM LLC
Pennsylvania
$1.1M -$5.57K -11 -0.5%
VCM
949
Virtue Capital Management
Tennessee
$1.09M
PCS
950
Personal CFO Solutions
New Jersey
$1.09M +$21.8K +43 +2%

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.