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Intuit

1,657 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
951
Sentry Investment Management
Wisconsin
$903K
MYIA
952
Mount Yale Investment Advisors
Colorado
$900K -$761K -1,661 -46%
JMFC
953
J.M. Forbes & Co
Massachusetts
$899K
LWM
954
Liberty Wealth Management
California
$897K +$102K +223 +13%
QC
955
Quent Capital
New York
$895K -$5.96K -13 -0.7%
BCM
956
Brookstone Capital Management
Illinois
$891K +$16.6K +37 +2%
LHC
957
Little House Capital
Massachusetts
$882K +$9.16K +20 +1%
QCM
958
Qsemble Capital Management
New York
$882K +$619K +1,350 +235%
SA
959
SRN Advisors
Pennsylvania
$880K -$26.6K -58 -3%
DWT
960
Dorsey & Whitney Trust
South Dakota
$879K +$269K +588 +44%
VHAM
961
Van Hulzen Asset Management
California
$876K +$229K +500 +35%
ESBC
962
E.S. Barr & Co
Kentucky
$875K
TWI
963
Thomas White International
Illinois
$873K +$292K +638 +50%
GAMC
964
Garner Asset Management Corp
Texas
$873K -$133K -289 -13%
BOC
965
Barbara Oil Co
Illinois
$871K
SIG
966
Sargent Investment Group
Maryland
$870K +$916 +2 +0.1%
WPW
967
Waldron Private Wealth
Pennsylvania
$867K -$44.9K -98 -5%
BTWM
968
Baker Tilly Wealth Management
Wisconsin
$866K +$471K +1,028 +119%
EI
969
Ellevest Inc
New York
$852K +$73.8K +161 +9%
VFA
970
Valeo Financial Advisors
Indiana
$851K +$31.6K +69 +4%
GCA
971
Guardian Capital Advisors
Ontario, Canada
$847K +$847K +1,777 New
AWP
972
Accretive Wealth Partners
New Jersey
$844K +$42.2K +92 +5%
LC
973
Lavaca Capital
Texas
$840K
SAMC
974
Spectrum Asset Management (California)
California
$839K +$45.8K +100 +6%
EAM
975
Evanson Asset Management
California
$838K