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Intuit
INTU

Overview Fund Activity

1,657 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M

Top Buyers

1
NHC
Nicholas Hoffman & Company
Georgia
+$1.27B
2
ClearBridge Investments
ClearBridge Investments
New York
+$356M
3
Tiger Global Management
Tiger Global Management
New York
+$281M
4
Amundi
Amundi
France
+$272M
5
Goldman Sachs
Goldman Sachs
New York
+$244M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$663M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$622M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$592M
4
Sands Capital Management
Sands Capital Management
Virginia
-$455M
5
Invesco
Invesco
Georgia
-$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
1001
Crestwood Advisors Group
Massachusetts
$757K +$142K +310 +23%
TPM
1002
Triasima Portfolio Management
Quebec, Canada
$755K -$200K -330 -21%
UBV
1003
United Bank (Virginia)
Virginia
$752K – – –
TBWA
1004
Three Bridge Wealth Advisors
California
$750K +$407K +889 +119%
PI
1005
PFS Investments
Georgia
$749K +$481K +1,050 +179%
CB
1006
CNB Bank
Pennsylvania
$748K +$20.6K +45 +3%
LCGC
1007
Legacy Capital Group California
California
$744K +$22K +48 +3%
WFPG
1008
Waller Financial Planning Group
Ohio
$743K – – –
PFP
1009
Pinnacle Financial Partners
Tennessee
$741K +$28.9K +63 +4%
FFBTD
1010
First Financial Bank - Trust Division
Ohio
$733K – – –
ARC
1011
Advisor Resource Council
Texas
$728K -$104K -227 -13%
EDRH
1012
Edmond de Rothschild Holding
Switzerland
$723K +$139K +304 +24%
CPC
1013
Congress Park Capital
New York
$722K – – –
QT
1014
Quantbot Technologies
New York
$722K +$722K +1,575 New
VCA
1015
Verdence Capital Advisors
Maryland
$715K -$135K -295 -16%
HSA
1016
HBK Sorce Advisory
Pennsylvania
$715K +$10.5K +23 +1%
JFG
1017
Jefferies Financial Group
New York
$714K +$76.5K +167 +12%
GL
1018
Graypoint LLC
New York
$712K +$18.8K +41 +3%
JWA
1019
JFS Wealth Advisors
Pennsylvania
$709K – – –
PFG
1020
PAX Financial Group
Texas
$706K -$66K -144 -9%
FFN
1021
Focus Financial Network
Minnesota
$704K – – –
HWA
1022
Heritage Wealth Advisors
Virginia
$703K -$13.3K -29 -2%
OLA
1023
Oliver Luxxe Assets
New Jersey
$699K – – –
BSC
1024
Brown Shipley & Co
United Kingdom
$696K +$316K +689 +83%
RWPA
1025
Richard W. Paul & Associates
Michigan
$695K +$68.7K +150 +11%
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