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Intuit
INTU

Overview Fund Activity

1,602 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 659 increasing their positions, 558 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
+51
Holders Change %
+3.29%
% of All Funds
25.64%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.3%
New
167
Increased
659
Reduced
558
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.05B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$574M
3
Artisan Partners
Artisan Partners
Wisconsin
+$304M
4
Bank of America
Bank of America
North Carolina
+$247M
5
Tiger Global Management
Tiger Global Management
New York
+$199M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$695M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$442M
3
FPP
Findlay Park Partners
United Kingdom
-$363M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$264M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
VST
1001
Van Strum & Towne
California
$663K – – –
IB
1002
Intrust Bank
Kansas
$661K -$13.4K -30 -2%
VFA
1003
Voya Financial Advisors
Connecticut
$654K -$27.7K -63 -4%
CA
1004
Claro Advisors
Massachusetts
$653K +$6.24K +14 +1%
NW
1005
Naviter Wealth
Arkansas
$653K +$653K +1,465 New
ST
1006
Smithfield Trust
Pennsylvania
$653K – – –
NFA
1007
Northern Financial Advisors
Michigan
$647K -$35.2K -79 -5%
PG
1008
Proffitt & Goodson
Tennessee
$646K -$42.4K -95 -6%
EF
1009
Empowered Funds
Pennsylvania
$642K +$222K +499 +53%
DCM
1010
DGS Capital Management
New Jersey
$639K -$26.8K -60 -4%
CWM
1011
Concentric Wealth Management
California
$638K – – –
HCM
1012
Howland Capital Management
Massachusetts
$634K +$3.57K +8 +0.6%
CIA
1013
Capital Investment Advisors
Georgia
$632K -$147K -330 -19%
VHAM
1014
Van Hulzen Asset Management
California
$630K – – –
CPW
1015
Catalyst Private Wealth
California
$629K -$47.7K -107 -7%
Westfield Capital Management
1016
Westfield Capital Management
Massachusetts
$629K – – –
DFG
1017
Delta Financial Group
New Jersey
$628K – – –
SFS
1018
Sowell Financial Services
Arkansas
$628K +$628K +1,408 New
BG
1019
Bahl & Gaynor
Ohio
$628K -$114K -255 -15%
HFG
1020
Heron Financial Group
New York
$625K +$36.6K +82 +6%
AA
1021
Ancora Advisors
Ohio
$625K -$29.4K -66 -4%
IAN
1022
Integrated Advisors Network
Texas
$622K +$45.5K +102 +8%
KPWS
1023
Kestra Private Wealth Services
Texas
$621K -$1.31M -2,945 -68%
JFG
1024
Jefferies Financial Group
New York
$620K -$1.34M -3,008 -68%
KWM
1025
Kolinsky Wealth Management
New Jersey
$618K +$20.1K +45 +3%
39 40
41
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