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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
SIG
1001
Sargent Investment Group
Maryland
$919K -$50.6K -100 -5%
PHAM
1002
Palisades Hudson Asset Management
Florida
$916K
WAM
1003
Weatherly Asset Management
California
$915K -$172K -340 -16%
BWP
1004
BSW Wealth Partners
Colorado
$904K -$106K -209 -11%
HCS
1005
Himension Capital (Singapore)
Singapore
$904K +$895K +1,769 New
EWA
1006
Exencial Wealth Advisors
Oklahoma
$901K -$2.02K -4 -0.2%
BL
1007
BFSG LLC
California
$901K +$892K +1,763 New
KIC
1008
Kensington Investment Counsel
California
$898K +$20.7K +41 +2%
DS
1009
DRW Securities
Illinois
$892K -$174K -343 -16%
AC
1010
AlphaCore Capital
California
$885K -$23.8K -47 -3%
WA
1011
WBH Advisory
Maryland
$883K +$506 +1 +0.1%
GLR
1012
Great Lakes Retirement
Ohio
$872K -$37.4K -74 -4%
CB
1013
CNB Bank
Pennsylvania
$867K +$32.9K +65 +4%
GL
1014
Graypoint LLC
New York
$866K +$71.9K +142 +9%
BFO
1015
Boston Family Office
Massachusetts
$863K
YDMI
1016
Y.D. More Investments
Israel
$861K -$152K -300 -15%
LSA
1017
Leonteq Securities AG
Switzerland
$860K -$180K -355 -17%
BMCM
1018
Bryn Mawr Capital Management
Pennsylvania
$857K +$469K +926 +123%
VW
1019
Vance Wealth
California
$856K +$848K +1,675 New
PL
1020
Parthenon LLC
Kentucky
$856K
MW
1021
Marcum Wealth
Ohio
$851K +$533K +1,053 +172%
NW
1022
Naviter Wealth
Arkansas
$851K -$47.1K -93 -5%
MYIA
1023
Mount Yale Investment Advisors
Colorado
$848K -$154K -304 -15%
OL
1024
Optas LLC
Texas
$848K -$12.1K -24 -1%
LCGC
1025
Legacy Capital Group California
California
$842K +$12.1K +24 +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.