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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
DWT
976
Dorsey & Whitney Trust
South Dakota
$995K +$14.7K +29 +2%
WPW
977
Waldron Private Wealth
Pennsylvania
$994K +$26.8K +53 +3%
IWC
978
Integrated Wealth Concepts
Massachusetts
$994K -$59.7K -118 -6%
HT
979
Headlands Technologies
Illinois
$983K -$942K -1,861 -49%
SFFS
980
Stonehage Fleming Financial Services
Jersey
$976K -$82K -162 -8%
GAMC
981
Garner Asset Management Corp
Texas
$973K
QI
982
Qtron Investments
Massachusetts
$972K +$125K +247 +15%
BOC
983
Barbara Oil Co
Illinois
$971K
NRD
984
Nebula Research & Development
New York
$968K +$959K +1,895 New
RAM
985
Ramirez Asset Management
New York
$961K +$951K +1,880 New
AWP
986
Accretive Wealth Partners
New Jersey
$953K +$11.6K +23 +1%
ESBC
987
E.S. Barr & Co
Kentucky
$950K -$25.3K -50 -3%
CAG
988
Crestwood Advisors Group
Massachusetts
$949K +$104K +206 +12%
KPWS
989
Kestra Private Wealth Services
Texas
$945K +$235K +464 +34%
RA
990
RFG Advisory
Alabama
$943K +$87.5K +173 +10%
LC
991
Lavaca Capital
Texas
$937K
SAMC
992
Spectrum Asset Management (California)
California
$936K
FCBT
993
First Citizens Bank & Trust
North Carolina
$936K -$212K -419 -19%
EAM
994
Evanson Asset Management
California
$935K
AAP
995
Arax Advisory Partners
Colorado
$934K +$527K +1,041 +132%
RWB
996
RMR Wealth Builders
New Jersey
$934K +$355K +702 +62%
PI
997
Pettee Investors
Connecticut
$924K
EI
998
Ellevest Inc
New York
$923K -$26.8K -53 -3%
MMG
999
Monetary Management Group
Missouri
$920K
HWM
1000
Hohimer Wealth Management
Washington
$919K +$11.6K +23 +1%

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.