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Intuit
INTU

Overview Fund Activity

1,899 hedge funds and large institutions have $149B invested in Intuit in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 676 increasing their positions, 668 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
+170
Holders Change %
+9.83%
% of All Funds
27.84%
Holding in Top 10
102
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.15%
% of All Funds
1.5%
New
292
Increased
676
Reduced
668
Closed
99
Calls
$1.58B
Puts
$2.08B
Net Calls
-$505M
Net Calls Change
-$382M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806M
4
LPC
Lone Pine Capital
Connecticut
+$468M
5
Parnassus Investments
Parnassus Investments
California
+$455M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.08B
2
Coatue Management
Coatue Management
New York
-$456M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
4
Tiger Global Management
Tiger Global Management
New York
-$260M
5
PI
Putnam Investments
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
976
Summit Trail Advisors
New York
$1.27M -$45K -72 -3%
MCP
977
Mirador Capital Partners
California
$1.27M – – –
NL
978
NVWM LLC
Pennsylvania
$1.27M -$70K -112 -5%
GL
979
Graypoint LLC
New York
$1.26M +$199K +319 +19%
RWB
980
RMR Wealth Builders
New Jersey
$1.25M +$110K +176 +10%
RSC
981
Red Spruce Capital
Pennsylvania
$1.25M – – –
MGIA
982
Moneta Group Investment Advisors
Missouri
$1.25M -$6.88K -11 -0.5%
LWM
983
Liberty Wealth Management
California
$1.25M -$4.38K -7 -0.3%
WS
984
Wedbush Securities
California
$1.25M +$12.5K +20 +1%
DWT
985
Dorsey & Whitney Trust
South Dakota
$1.24M +$25K +40 +2%
VCM
986
Virtue Capital Management
Tennessee
$1.24M -$171K -290 -12%
EAM
987
Eventide Asset Management
Massachusetts
$1.23M +$1.23M +1,974 New
NCM
988
Nelson Capital Management
California
$1.23M +$846K +1,354 +222%
JMFC
989
J.M. Forbes & Co
Massachusetts
$1.23M – – –
MA
990
Mutual Advisors
Nebraska
$1.23M -$3.75K -6 -0.3%
IIM
991
INTECH Investment Management
Florida
$1.23M – – –
RA
992
RFG Advisory
Alabama
$1.22M +$71.3K +114 +6%
WA
993
Wealth Alliance
New York
$1.22M -$6.25K -10 -0.5%
CI
994
CX Institutional
Indiana
$1.22M -$31.3K -50 -3%
Capstone Investment Advisors
995
Capstone Investment Advisors
New York
$1.21M -$2.42M -3,872 -67%
CWM
996
Connecticut Wealth Management
Connecticut
$1.21M +$654K +1,046 +117%
CAG
997
Crestwood Advisors Group
Massachusetts
$1.19M +$26.9K +43 +2%
BOC
998
Barbara Oil Co
Illinois
$1.19M – – –
PPWP
999
Premier Path Wealth Partners
New Jersey
$1.18M +$1.18M +1,930 New
OLVIG
1000
Oliver Lagore Vanvalin Investment Group
Michigan
$1.18M +$463K +740 +64%
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