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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 %
MIS
1001
Morningstar Investment Services
Illinois
$1.18M +$672K +1,070 +132%
CPA
1002
Capital Planning Advisors
California
$1.18M +$196K +314 +20%
RAM
1003
Ramirez Asset Management
New York
$1.18M – – –
AWP
1004
Accretive Wealth Partners
New Jersey
$1.17M +$2.5K +4 +0.2%
OIS
1005
Okabena Investment Services
Minnesota
$1.17M +$1.17M +1,865 New
ESBC
1006
E.S. Barr & Co
Kentucky
$1.16M – – –
OC
1007
Oarsman Capital
Wisconsin
$1.15M +$317K +507 +38%
EI
1008
Ellevest Inc
New York
$1.15M +$23.1K +37 +2%
UWS
1009
Unique Wealth Strategies
Illinois
$1.15M +$1.15M +1,843 New
AAP
1010
Arax Advisory Partners
Colorado
$1.15M +$6.25K +10 +0.5%
BL
1011
Balentine LLC
Georgia
$1.15M +$278K +445 +32%
EAM
1012
Evanson Asset Management
California
$1.14M – – –
PA
1013
Paragon Advisors
Texas
$1.14M +$1.14M +1,829 New
WPW
1014
Waldron Private Wealth
Pennsylvania
$1.14M -$73.1K -117 -6%
OIA
1015
OneDigital Investment Advisors
Kansas
$1.14M +$471K +754 +71%
HWM
1016
Hohimer Wealth Management
Washington
$1.14M +$10.6K +17 +0.9%
CIC
1017
Chase Investment Counsel
Virginia
$1.14M +$523K +836 +85%
PI
1018
Pettee Investors
Connecticut
$1.13M – – –
BWP
1019
BSW Wealth Partners
Colorado
$1.13M +$21.9K +35 +2%
SIG
1020
Sargent Investment Group
Maryland
$1.13M +$4.38K +7 +0.4%
MMG
1021
Monetary Management Group
Missouri
$1.13M – – –
GM
1022
GeoWealth Management
Illinois
$1.12M +$1.12M +1,795 New
WAM
1023
Weatherly Asset Management
California
$1.12M – – –
KIC
1024
Kensington Investment Counsel
California
$1.12M +$18.8K +30 +2%
CB
1025
CNB Bank
Pennsylvania
$1.12M +$56.9K +91 +5%
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