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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
976
Heritage Wealth Advisors
Virginia
$570K +$375K +867 +144%
1CP
977
17 Capital Partners
Arizona
$562K +$77.8K +180 +14%
LHC
978
Little House Capital
Massachusetts
$561K +$174K +402 +38%
ST
979
Spinnaker Trust
Maine
$557K
CB
980
CNB Bank
Pennsylvania
$556K +$43.6K +101 +8%
JG
981
Jefferies Group
New York
$555K +$619K +1,432 New
CWM
982
Concentric Wealth Management
California
$554K
FFM
983
Forum Financial Management
Illinois
$553K -$67.4K -156 -10%
HFM
984
Harvest Fund Management
China
$552K -$1.85M -4,275 -75%
EMG
985
ETF Managers Group
New Jersey
$552K +$24.2K +56 +4%
CPC
986
Congress Park Capital
New York
$552K +$32.4K +75 +6%
HCM
987
Howland Capital Management
Massachusetts
$548K +$611K +1,414 New
FFN
988
Focus Financial Network
Minnesota
$547K +$257K +596 +73%
VHAM
989
Van Hulzen Asset Management
California
$547K
Westfield Capital Management
990
Westfield Capital Management
Massachusetts
$546K
ETIA
991
Epic Trust Investment Advisors
Washington
$541K +$603K +1,397 New
CBTWT
992
Community Bank & Trust (Waco, Texas)
Texas
$537K -$19.9K -46 -3%
CCA
993
Conestoga Capital Advisors
Pennsylvania
$535K -$8.64K -20 -1%
IB
994
Intrust Bank
Kansas
$535K +$32.4K +75 +6%
BWP
995
Baldwin Wealth Partners
Massachusetts
$534K -$34.6K -80 -5%
EB
996
Eastern Bank
Massachusetts
$530K
Tiger Global Management
997
Tiger Global Management
New York
$530K
1SB
998
1ST Source Bank
Indiana
$529K
FCFC
999
First Commonwealth Financial Corp
Pennsylvania
$525K -$109K -252 -16%
PCM
1000
Penserra Capital Management
California
$525K +$14.7K +34 +3%