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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 %
AWP
951
Accretive Wealth Partners
New Jersey
$780K +$31.2K +70 +4%
SCI
952
S&CO Inc
Massachusetts
$778K +$236K +530 +44%
LWM
953
Liberty Wealth Management
California
$776K +$776K +1,741 New
SAMC
954
Spectrum Asset Management (California)
California
$772K – – –
NL
955
NVWM LLC
Pennsylvania
$770K +$266K +596 +53%
MMG
956
Monetary Management Group
Missouri
$769K – – –
AP
957
Americana Partners
Texas
$767K +$21.9K +49 +3%
STC
958
Sarah T. Connolly
$767K – – –
KIC
959
Kensington Investment Counsel
California
$765K -$9.81K -22 -1%
EI
960
Ellevest Inc
New York
$757K +$184K +413 +32%
BFO
961
Boston Family Office
Massachusetts
$754K – – –
PFG
962
PAX Financial Group
Texas
$751K +$13.4K +30 +2%
XT
963
XTX Topco
Cayman Islands
$751K +$751K +1,684 New
PL
964
Parthenon LLC
Kentucky
$747K – – –
OIA
965
OneDigital Investment Advisors
Kansas
$742K +$363K +814 +96%
RA
966
RFG Advisory
Alabama
$742K -$34.8K -78 -4%
ATC
967
Argent Trust Co
Tennessee
$740K +$4.01K +9 +0.5%
UBV
968
United Bank (Virginia)
Virginia
$732K – – –
WA
969
Wealth Alliance
New York
$724K +$298K +668 +70%
WFPG
970
Waller Financial Planning Group
Ohio
$723K – – –
HI
971
Horizon Investments
North Carolina
$720K -$516K -1,159 -42%
DT
972
Diversified Trust
Tennessee
$718K -$302K -678 -30%
PCP
973
Proficio Capital Partners
Massachusetts
$718K -$2.23K -5 -0.3%
FFBTD
974
First Financial Bank - Trust Division
Ohio
$713K – – –
DI
975
DFPG Investments
Utah
$712K +$712K +1,596 New
37 38
39
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