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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
976
Cubist Systematic Strategies
Connecticut
$591K -$9.05M -23,259 -94%
CPW
977
Catalyst Private Wealth
California
$590K -$72.4K -186 -11%
CA
978
Clearstead Advisors
Ohio
$590K +$1.17K +3 +0.2%
VA
979
Valmark Advisers
Ohio
$590K -$3.5K -9 -0.6%
IB
980
Intrust Bank
Kansas
$589K +$51.4K +132 +10%
CPA
981
Cardiff Park Advisors
California
$588K +$588K +1,510 New
TCB
982
Texas Capital Bancshares
Texas
$581K +$1.95K +5 +0.3%
DCM
983
DGS Capital Management
New Jersey
$581K -$201K -516 -26%
VST
984
Van Strum & Towne
California
$578K -$38.9K -100 -6%
EMG
985
ETF Managers Group
New Jersey
$577K +$21.8K +56 +4%
ST
986
Smithfield Trust
Pennsylvania
$575K -$3.92K -10 -0.7%
HPM
987
Hoxton Planning & Management
West Virginia
$573K +$573K +1,472 New
AA
988
Ancora Advisors
Ohio
$572K -$35.8K -92 -6%
UH
989
Unigestion Holding
Switzerland
$567K +$567K +1,450 New
SF
990
Symphony Financial
Texas
$567K -$604K -1,538 -52%
CA
991
Claro Advisors
Massachusetts
$565K +$565K +1,451 New
ACM
992
Advisors Capital Management
New Jersey
$561K -$65.4K -168 -10%
LCM
993
Legato Capital Management
California
$560K +$560K +1,439 New
ZB
994
Zions Bancorporation
Utah
$560K -$13.2K -34 -2%
PCM
995
Penserra Capital Management
California
$559K +$30.7K +79 +6%
CWM
996
Concentric Wealth Management
California
$557K – – –
CAG
997
Crestwood Advisors Group
Massachusetts
$551K +$27.2K +70 +5%
HCM
998
Howland Capital Management
Massachusetts
$550K – – –
ST
999
Spinnaker Trust
Maine
$550K -$9.72K -25 -2%
VHAM
1000
Van Hulzen Asset Management
California
$550K – – –
38 39
40
41 42