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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 %
TPM
951
Triasima Portfolio Management
Quebec, Canada
$638K -$2.48M -6,378 -80%
AP
952
Americana Partners
Texas
$638K +$50.3K +132 +9%
VFA
953
Valeo Financial Advisors
Indiana
$635K +$406K +1,043 +177%
OLA
954
Oliver Luxxe Assets
New Jersey
$632K +$9.73K +25 +2%
WFPG
955
Waller Financial Planning Group
Ohio
$631K – – –
LOAMS
956
Lombard Odier Asset Management (Switzerland)
Switzerland
$629K +$375K +963 +147%
PCP
957
Proficio Capital Partners
Massachusetts
$629K -$1.56K -4 -0.2%
FFBTD
958
First Financial Bank - Trust Division
Ohio
$623K -$6.23K -16 -1%
PFP
959
Pinnacle Financial Partners
Tennessee
$623K -$47.5K -122 -7%
AAP
960
Ardsley Advisory Partners
Connecticut
$623K +$97.3K +250 +19%
BHPW
961
Beverly Hills Private Wealth
California
$622K +$622K +1,597 New
OFG
962
Oxford Financial Group
Indiana
$620K +$100K +258 +19%
SA
963
SRN Advisors
Pennsylvania
$617K -$3.5K -9 -0.6%
JCM
964
Jacobsen Capital Management
Utah
$614K +$614K +1,577 New
CPC
965
Congress Park Capital
New York
$613K +$58.4K +150 +11%
PT
966
Plimoth Trust
Massachusetts
$609K – – –
OPS
967
Orion Portfolio Solutions
Nebraska
$607K -$6.62K -17 -1%
VFA
968
Voya Financial Advisors
Connecticut
$605K -$25.8K -66 -4%
JWA
969
JFS Wealth Advisors
Pennsylvania
$604K +$779 +2 +0.1%
PCM
970
Pinnbrook Capital Management
New York
$604K -$1.72M -4,411 -74%
PG
971
Proffitt & Goodson
Tennessee
$601K -$33.9K -87 -5%
FFN
972
Focus Financial Network
Minnesota
$598K +$48.3K +124 +9%
NFA
973
Northern Financial Advisors
Michigan
$596K +$596K +1,530 New
CB
974
CNB Bank
Pennsylvania
$595K +$35.4K +91 +6%
FPCG
975
Fort Pitt Capital Group
Pennsylvania
$594K -$42K -108 -7%
37 38
39
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