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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1026
Alta Wealth Advisors
Massachusetts
$511K -$14.4K -37 -3%
ANTB
1027
AMG National Trust Bank
Colorado
$510K -$128K -328 -20%
ACL
1028
Applied Capital LLC
Florida
$509K +$509K +1,308 New
1SB
1029
1ST Source Bank
Indiana
$508K -$22.6K -58 -4%
LHC
1030
Little House Capital
Massachusetts
$507K -$56.8K -146 -10%
GTCM
1031
Gyon Technologies Capital Management
New Jersey
$504K +$504K +1,294 New
IAN
1032
Integrated Advisors Network
Texas
$503K -$10.9K -28 -2%
PA
1033
Pinnacle Associates
New York
$501K -$440K -1,129 -47%
EI
1034
Ellevest Inc
New York
$501K -$92.6K -238 -16%
UPC
1035
Utah Peaks Capital
Utah
$501K +$501K +1,286 New
HFG
1036
Heron Financial Group
New York
$496K -$3.76K -10 -0.8%
IRC
1037
Investors Research Corp
Georgia
$487K – – –
BL
1038
Balentine LLC
Georgia
$486K -$964K -2,478 -66%
RWPA
1039
Richard W. Paul & Associates
Michigan
$484K +$484K +1,244 New
NICM
1040
Neo Ivy Capital Management
New York
$483K +$483K +1,242 New
NSIM
1041
North Star Investment Management
Illinois
$483K +$3.89K +10 +0.8%
SHGA
1042
Sand Hill Global Advisors
California
$474K -$1.56K -4 -0.3%
SCI
1043
S&CO Inc
Massachusetts
$473K +$7.78K +20 +2%
CPWA
1044
Cerro Pacific Wealth Advisors
California
$473K -$24.1K -62 -5%
SHFA
1045
SS&H Financial Advisors
Michigan
$470K – – –
NRS
1046
Neville Rodie & Shaw
New York
$470K – – –
ECA
1047
Elevated Capital Advisors
Utah
$468K -$677K -1,740 -59%
PWP
1048
Principle Wealth Partners
Connecticut
$468K – – –
NFG
1049
Nations Financial Group
Iowa
$468K +$164K +421 +54%
FPAS
1050
Focus Partners Advisor Solutions
Missouri
$467K -$121K -310 -21%
40 41
42
43 44