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Intuit

1,667 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, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
FLI
951
Family Legacy Inc
South Carolina
$917K +$6.57K +15 +0.8%
LP
952
LMR Partners
United Kingdom
$917K +$876K +2,001 New
CCIA
953
Campbell & Co Investment Adviser
Maryland
$915K +$874K +1,996 New
PAI
954
Pittenger & Anderson Inc
Nebraska
$913K -$19.7K -45 -2%
YDMI
955
Y.D. More Investments
Israel
$910K -$365K -833 -30%
NIP
956
Nicholas Investment Partners
California
$907K
BWP
957
BSW Wealth Partners
Colorado
$907K +$37.2K +85 +4%
SIM
958
Sentry Investment Management
Wisconsin
$903K
MYIA
959
Mount Yale Investment Advisors
Colorado
$900K -$727K -1,661 -46%
JMFC
960
J.M. Forbes & Co
Massachusetts
$899K
LWM
961
Liberty Wealth Management
California
$897K +$97.7K +223 +13%
QC
962
Quent Capital
New York
$895K -$5.69K -13 -0.7%
BCM
963
Brookstone Capital Management
Illinois
$891K +$16.2K +37 +2%
LHC
964
Little House Capital
Massachusetts
$882K +$8.76K +20 +1%
QCM
965
Qsemble Capital Management
New York
$882K +$591K +1,350 +235%
SA
966
SRN Advisors
Pennsylvania
$880K -$25.4K -58 -3%
DWT
967
Dorsey & Whitney Trust
South Dakota
$879K +$257K +588 +44%
VHAM
968
Van Hulzen Asset Management
California
$876K +$219K +500 +35%
ESBC
969
E.S. Barr & Co
Kentucky
$875K
TWI
970
Thomas White International
Illinois
$873K +$279K +638 +50%
GAMC
971
Garner Asset Management Corp
Texas
$873K -$127K -289 -13%
BOC
972
Barbara Oil Co
Illinois
$871K
SIG
973
Sargent Investment Group
Maryland
$870K +$876 +2 +0.1%
WPW
974
Waldron Private Wealth
Pennsylvania
$867K -$42.9K -98 -5%
BTWM
975
Baker Tilly Wealth Management
Wisconsin
$866K +$450K +1,028 +119%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.