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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
GM
951
GeoWealth Management
Illinois
$624K -$41.5K -96 -6%
OLA
952
Oliver Luxxe Assets
New Jersey
$620K +$5.62K +13 +0.8%
SA
953
SRN Advisors
Pennsylvania
$617K -$50.5K -117 -7%
VST
954
Van Strum & Towne
California
$614K
OPS
955
Orion Portfolio Solutions
Nebraska
$611K +$124K +287 +22%
BG
956
Bahl & Gaynor
Ohio
$609K +$182K +422 +37%
PT
957
Plimoth Trust
Massachusetts
$606K -$125K -290 -16%
AA
958
Ancora Advisors
Ohio
$605K +$3.46K +8 +0.5%
JWA
959
JFS Wealth Advisors
Pennsylvania
$600K
SCP
960
Stamos Capital Partners
California
$596K -$549K -1,270 -45%
AP
961
Americana Partners
Texas
$596K +$12.1K +28 +2%
ZCA
962
Zeke Capital Advisors
Pennsylvania
$593K +$50.1K +116 +8%
PAI
963
Pittenger & Anderson Inc
Nebraska
$593K +$98.5K +228 +17%
VA
964
Valmark Advisers
Ohio
$591K +$2.59K +6 +0.4%
Lido Advisors
965
Lido Advisors
California
$591K +$95.5K +221 +17%
EFG
966
Everhart Financial Group
Ohio
$590K +$207K +479 +46%
EI
967
Ellevest Inc
New York
$590K +$214K +495 +48%
CA
968
Clearstead Advisors
Ohio
$586K -$364K -842 -36%
FPAS
969
Focus Partners Advisor Solutions
Missouri
$585K +$128K +296 +24%
LC
970
Lindbrook Capital
California
$581K +$6.91K +16 +1%
TCB
971
Texas Capital Bancshares
Texas
$577K
CHP
972
Cable Hill Partners
Oregon
$577K +$222K +513 +52%
MFG
973
Merit Financial Group
Georgia
$575K -$957K -2,215 -60%
ST
974
Smithfield Trust
Pennsylvania
$575K
ZB
975
Zions Bancorporation
Utah
$570K -$24.6K -57 -4%