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Intuit

1,667 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, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1001
Boston Family Office
Massachusetts
$774K
OL
1002
Optas LLC
Texas
$771K +$63.5K +145 +9%
PL
1003
Parthenon LLC
Kentucky
$767K
RA
1004
RFG Advisory
Alabama
$766K +$3.5K +8 +0.5%
QI
1005
Qtron Investments
Massachusetts
$759K +$70.9K +162 +11%
PCP
1006
Proficio Capital Partners
Massachusetts
$758K +$19.7K +45 +3%
PA
1007
Procyon Advisors
Connecticut
$758K +$281K +641 +63%
CAG
1008
Crestwood Advisors Group
Massachusetts
$757K +$136K +310 +23%
TPM
1009
Triasima Portfolio Management
Quebec, Canada
$755K -$145K -330 -21%
UBV
1010
United Bank (Virginia)
Virginia
$752K
TBWA
1011
Three Bridge Wealth Advisors
California
$750K +$389K +889 +119%
PI
1012
PFS Investments
Georgia
$749K +$460K +1,050 +179%
CB
1013
CNB Bank
Pennsylvania
$748K +$19.7K +45 +3%
LCGC
1014
Legacy Capital Group California
California
$744K +$21K +48 +3%
WFPG
1015
Waller Financial Planning Group
Ohio
$743K
PFPT
1016
Pinnacle Financial Partners (Tennessee)
Tennessee
$741K +$27.6K +63 +4%
FFBTD
1017
First Financial Bank - Trust Division
Ohio
$733K
ARC
1018
Advisor Resource Council
Texas
$728K -$99.4K -227 -13%
EDRH
1019
Edmond de Rothschild Holding
Switzerland
$723K +$133K +304 +24%
CPC
1020
Congress Park Capital
New York
$722K
QT
1021
Quantbot Technologies
New York
$722K +$690K +1,575 New
VCA
1022
Verdence Capital Advisors
Maryland
$715K -$129K -295 -16%
HSA
1023
HBK Sorce Advisory
Pennsylvania
$715K +$10.1K +23 +1%
JFG
1024
Jefferies Financial Group
New York
$714K +$73.1K +167 +12%
GL
1025
Graypoint LLC
New York
$712K +$18K +41 +3%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.