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Intuit
INTU

Overview Fund Activity

1,602 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 659 increasing their positions, 558 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
+51
Holders Change %
+3.29%
% of All Funds
25.64%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.3%
New
167
Increased
659
Reduced
558
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.05B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$574M
3
Artisan Partners
Artisan Partners
Wisconsin
+$304M
4
Bank of America
Bank of America
North Carolina
+$247M
5
Tiger Global Management
Tiger Global Management
New York
+$199M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$695M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$442M
3
FPP
Findlay Park Partners
United Kingdom
-$363M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$264M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
1026
TrinityPoint Wealth
Connecticut
$617K -$3.57K -8 -0.6%
CCA
1027
Conestoga Capital Advisors
Pennsylvania
$615K +$17.8K +40 +3%
Wealth Enhancement Advisory Services
1028
Wealth Enhancement Advisory Services
Minnesota
$615K +$615K +1,379 New
LFAS
1029
Level Four Advisory Services
Texas
$614K +$143K +320 +30%
ACL
1030
Applied Capital LLC
Florida
$612K +$28.5K +64 +5%
RWPA
1031
Richard W. Paul & Associates
Michigan
$610K +$54.9K +123 +10%
EB
1032
Eastern Bank
Massachusetts
$607K +$1.78K +4 +0.3%
AWM
1033
Act Wealth Management
Texas
$607K +$4.9K +11 +0.8%
HPM
1034
Hoxton Planning & Management
West Virginia
$606K -$49.9K -112 -8%
EFG
1035
Everhart Financial Group
Ohio
$605K +$231K +519 +62%
IWC
1036
Integrated Wealth Concepts
Massachusetts
$604K +$151K +339 +33%
ACM
1037
Advisors Capital Management
New Jersey
$601K -$41.4K -93 -6%
MIA
1038
MMBG Investment Advisors
Florida
$600K – – –
CAG
1039
Crestwood Advisors Group
Massachusetts
$598K -$32.5K -73 -5%
FPCG
1040
Fort Pitt Capital Group
Pennsylvania
$598K -$82K -184 -12%
NCGI
1041
Next Century Growth Investors
Minnesota
$595K -$373K -836 -39%
DWT
1042
Dorsey & Whitney Trust
South Dakota
$593K +$2.23K +5 +0.4%
HG
1043
Harbor Group
New Hampshire
$593K – – –
FCFC
1044
First Commonwealth Financial Corp
Pennsylvania
$591K -$30.8K -69 -5%
TWM
1045
Thrive Wealth Management
Pennsylvania
$591K +$127K +284 +27%
NFG
1046
Nations Financial Group
Iowa
$586K +$50.4K +113 +9%
MWM
1047
Meridian Wealth Management
Kentucky
$586K -$28.5K -64 -5%
ALAM
1048
Asahi Life Asset Management
Japan
$584K -$15.6K -35 -3%
SCM
1049
Schnieders Capital Management
California
$581K +$581K +1,303 New
1SB
1050
1ST Source Bank
Indiana
$579K -$3.57K -8 -0.6%
40 41
42
43 44