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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
951
Argent Trust Co
Tennessee
$1.08M -$6.58K -13 -0.6%
STA
952
Summit Trail Advisors
New York
$1.08M -$105K -207 -9%
AC
953
AXQ Capital
New Jersey
$1.07M +$1.06M +2,100 New
OFG
954
Oxford Financial Group
Indiana
$1.07M +$330K +652 +45%
FIM
955
Freedom Investment Management
Connecticut
$1.06M +$414K +818 +65%
PAI
956
Pittenger & Anderson Inc
Nebraska
$1.06M +$40.5K +80 +4%
MAWA
957
Moss Adams Wealth Advisors
Washington
$1.06M -$506 -1 -0%
SL
958
Sonnipe Ltd
Isle Of Man
$1.05M -$183K -361 -15%
Connor, Clark & Lunn Investment Management (CC&L)
959
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.05M -$6.69M -13,226 -87%
FLI
960
Family Legacy Inc
South Carolina
$1.05M +$23.3K +46 +2%
QC
961
Quent Capital
New York
$1.04M +$46K +91 +5%
MCP
962
Mirador Capital Partners
California
$1.04M
MGIA
963
Moneta Group Investment Advisors
Missouri
$1.03M -$44.5K -88 -4%
VFA
964
Valeo Financial Advisors
Indiana
$1.02M +$74.4K +147 +8%
LWM
965
Liberty Wealth Management
California
$1.02M +$19.7K +39 +2%
RSC
966
Red Spruce Capital
Pennsylvania
$1.02M -$10.6K -21 -1%
CI
967
CX Institutional
Indiana
$1.02M -$14.7K -29 -1%
NIP
968
Nicholas Investment Partners
California
$1.01M
WS
969
Wedbush Securities
California
$1.01M +$109K +215 +12%
MA
970
Mutual Advisors
Nebraska
$1M +$409K +809 +70%
CIA
971
Choate Investment Advisors
Massachusetts
$1M +$348K +687 +54%
JMFC
972
J.M. Forbes & Co
Massachusetts
$1M
IIM
973
INTECH Investment Management
Florida
$1M -$1.89M -3,731 -66%
WA
974
Wealth Alliance
New York
$1M -$158K -312 -14%
SA
975
SRN Advisors
Pennsylvania
$999K +$18.2K +36 +2%

INTU Hedge Fund Activity: Q3 2023 in Review

1,740 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2023, worth a combined $119B — up 9.9% from $108B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new INTU positions and 88 closed out — a net gain of 90 holders — while 631 added to existing stakes and 662 trimmed.

The largest buyer was Coatue Management, adding an estimated $474M. The largest seller was Nicholas Hoffman & Company, exiting entirely with an estimated $1.27B sold.

  • 1,740 institutional investors held Intuit (INTU) as of Q3 2023, up from 1,667 in Q2 2023.
  • Funds reported $119B of Intuit stock for Q3 2023, up 9.9% quarter-over-quarter.
  • 178 funds opened new Intuit positions in Q3 2023 and 88 closed out, a net change of +90 holders.
  • The largest Intuit buyer in Q3 2023 was Coatue Management, an estimated $474M added.
  • The largest Intuit seller in Q3 2023 was Nicholas Hoffman & Company, an estimated $1.27B sold.

Based on aggregated 13F filings for Q3 2023.