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Intuit
INTU

Overview Fund Activity

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$536M
2
BlackRock
BlackRock
New York
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$444M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$434M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$329M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$793M
3
Edgewood Management
Edgewood Management
Connecticut
-$331M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$314M
5
Brown Advisory
Brown Advisory
Maryland
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
1001
Dorsey & Whitney Trust
South Dakota
$1.3M +$13K +20 +1%
VCM
1002
Virtue Capital Management
Tennessee
$1.29M -$8.7K -14 -0.7%
LWM
1003
Liberty Wealth Management
California
$1.29M -$5.85K -9 -0.5%
GI
1004
GAMMA Investing
California
$1.29M +$350K +538 +37%
HC
1005
Hara Capital
Washington
$1.28M -$260K -400 -17%
HT
1006
Heritage Trust
Oklahoma
$1.28M +$410K +630 +47%
NCM
1007
Nelson Capital Management
California
$1.28M – – –
RSC
1008
Red Spruce Capital
Pennsylvania
$1.27M -$32.5K -50 -2%
EFG
1009
Everhart Financial Group
Ohio
$1.27M +$127K +195 +11%
JMFC
1010
J.M. Forbes & Co
Massachusetts
$1.26M -$13K -20 -1%
CPA
1011
Capital Planning Advisors
California
$1.26M +$32.5K +50 +3%
AIC
1012
Aurora Investment Counsel
Georgia
$1.25M -$1.34M -2,061 -52%
PPWP
1013
Premier Path Wealth Partners
New Jersey
$1.25M -$7.16K -11 -0.6%
MA
1014
Mutual Advisors
Nebraska
$1.25M -$24.7K -38 -2%
WPW
1015
Waldron Private Wealth
Pennsylvania
$1.25M +$60.5K +93 +5%
BOC
1016
Barbara Oil Co
Illinois
$1.24M – – –
WA
1017
Wealth Alliance
New York
$1.23M -$33.8K -52 -3%
CWM
1018
Connecticut Wealth Management
Connecticut
$1.23M -$29.3K -45 -2%
CB
1019
CNB Bank
Pennsylvania
$1.23M +$66.3K +102 +6%
RAM
1020
Ramirez Asset Management
New York
$1.22M – – –
MMG
1021
Monetary Management Group
Missouri
$1.22M +$52K +80 +4%
OC
1022
Oarsman Capital
Wisconsin
$1.21M +$13.7K +21 +1%
OIS
1023
Okabena Investment Services
Minnesota
$1.21M – – –
CI
1024
CX Institutional
Indiana
$1.21M -$53.3K -82 -4%
EI
1025
Ellevest Inc
New York
$1.21M +$9.75K +15 +0.8%
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