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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1026
Jackson Wealth Management
Florida
$492K +$549K +1,271 New
C
1027
Certuity
Florida
$491K +$108K +250 +25%
EWM
1028
Evercore Wealth Management
New York
$491K +$146K +337 +36%
KWM
1029
Kolinsky Wealth Management
New Jersey
$486K +$3.89K +9 +0.7%
IRC
1030
Investors Research Corp
Georgia
$485K +$864 +2 +0.2%
FIM
1031
Freedom Investment Management
Connecticut
$485K -$54.9K -127 -9%
EGM
1032
Engineers Gate Manager
New York
$483K -$981K -2,271 -65%
ALAM
1033
Asahi Life Asset Management
Japan
$482K +$537K +1,244 New
FNT
1034
First National Trust
Pennsylvania
$476K -$13.4K -31 -2%
NSIM
1035
North Star Investment Management
Illinois
$476K
SHGA
1036
Sand Hill Global Advisors
California
$474K -$4.75K -11 -0.9%
GL
1037
Graypoint LLC
New York
$473K +$155K +359 +42%
PFM
1038
Parsec Financial Management
North Carolina
$472K
GSC
1039
Ground Swell Capital
South Carolina
$471K -$25.1K -58 -5%
AC
1040
ASB Consultores
Florida
$471K +$131K +304 +33%
SHFA
1041
SS&H Financial Advisors
Michigan
$468K
NRS
1042
Neville Rodie & Shaw
New York
$467K
WMA
1043
Wealth Management Associates
New Jersey
$465K +$22K +51 +4%
AFS
1044
Aft Forsyth & Sober
Florida
$465K
RMCM
1045
Reynders McVeigh Capital Management
Massachusetts
$465K
TCM
1046
Telos Capital Management
California
$465K +$518K +1,200 New
CIA
1047
Choate Investment Advisors
Massachusetts
$463K +$4.32K +10 +0.8%
SCI
1048
S&CO Inc
Massachusetts
$463K +$517K +1,196 New
AA
1049
Axiom Advisory
California
$462K -$186K -430 -26%
SICM
1050
Sustainable Insight Capital Management
New York
$459K -$160K -370 -24%