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Intuit
INTU

Overview Fund Activity

1,899 hedge funds and large institutions have $149B invested in Intuit in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 676 increasing their positions, 668 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
+170
Holders Change %
+9.83%
% of All Funds
27.84%
Holding in Top 10
102
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.15%
% of All Funds
1.5%
New
292
Increased
676
Reduced
668
Closed
99
Calls
$1.58B
Puts
$2.08B
Net Calls
-$505M
Net Calls Change
-$382M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806M
4
LPC
Lone Pine Capital
Connecticut
+$468M
5
Parnassus Investments
Parnassus Investments
California
+$455M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.08B
2
Coatue Management
Coatue Management
New York
-$456M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
4
Tiger Global Management
Tiger Global Management
New York
-$260M
5
PI
Putnam Investments
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
926
Perigon Wealth Management
California
$1.52M -$61.9K -99 -4%
RFA
927
ROI Financial Advisors
Oregon
$1.52M +$1.52M +2,425 New
CA
928
Clearstead Advisors
Ohio
$1.5M -$2.02M -3,238 -57%
EWM
929
Empirical Wealth Management
Washington
$1.49M +$65.6K +105 +5%
IC
930
Iconiq Capital
California
$1.49M -$1.88K -3 -0.1%
EP
931
Edgestream Partners
New Jersey
$1.49M -$48.1K -77 -3%
IWC
932
Integrated Wealth Concepts
Massachusetts
$1.49M +$270K +432 +22%
HH
933
Hilltop Holdings
Texas
$1.49M +$66.9K +107 +5%
GW
934
GW & Wade
Massachusetts
$1.48M +$715K +1,144 +93%
VPI
935
Value Partners Investments
Manitoba, Canada
$1.48M +$96.4K +154 +7%
VFA
936
Valeo Financial Advisors
Indiana
$1.48M +$230K +368 +18%
NB
937
Nicolet Bankshares
Wisconsin
$1.48M -$23.8K -38 -2%
HC
938
Hara Capital
Washington
$1.48M +$1.48M +2,370 New
PWPS
939
Pinnacle Wealth Planning Services
Ohio
$1.48M -$11.3K -18 -0.8%
CIA
940
Capital Investment Advisors
Georgia
$1.48M +$813K +1,300 +122%
PAM
941
Peak Asset Management
Colorado
$1.48M -$44.4K -71 -3%
GLA
942
Great Lakes Advisors
Illinois
$1.48M +$562K +899 +61%
AF
943
Allworth Financial
California
$1.47M +$82.5K +132 +6%
TWM
944
Thrive Wealth Management
Pennsylvania
$1.47M +$26.9K +43 +2%
SRL
945
Scientech Research LLC
New Jersey
$1.46M +$1.46M +2,341 New
CNBTD
946
Citizens National Bank Trust Department
Mississippi
$1.46M -$31.3K -50 -2%
KLC
947
Knowledge Leaders Capital
Colorado
$1.43M -$45K -72 -3%
BEI
948
Benjamin Edwards Inc
Missouri
$1.43M +$3.75K +6 +0.3%
AC
949
Arjuna Capital
North Carolina
$1.41M +$1.41M +2,262 New
PCS
950
Personal CFO Solutions
New Jersey
$1.41M +$78.8K +126 +6%
36 37
38
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