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Intuit

1,667 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1026
JFS Wealth Advisors
Pennsylvania
$709K
PFG
1027
PAX Financial Group
Texas
$706K -$63.1K -144 -9%
FFN
1028
Focus Financial Network
Minnesota
$704K
HWA
1029
Heritage Wealth Advisors
Virginia
$703K -$12.7K -29 -2%
OLA
1030
Oliver Luxxe Assets
New Jersey
$699K
BSC
1031
Brown Shipley & Co
United Kingdom
$696K +$302K +689 +83%
RWPA
1032
Richard W. Paul & Associates
Michigan
$695K +$65.7K +150 +11%
CPA
1033
Cardiff Park Advisors
California
$692K
VA
1034
Valmark Advisers
Ohio
$690K +$1.75K +4 +0.3%
ICG
1035
InterOcean Capital Group
Tennessee
$685K -$363K -828 -36%
DF
1036
Donoghue Forlines
Massachusetts
$685K +$228K +521 +54%
BG
1037
Bahl & Gaynor
Ohio
$684K +$37.2K +85 +6%
TCB
1038
Texas Capital Bancshares
Texas
$682K -$2.19K -5 -0.3%
VST
1039
Van Strum & Towne
California
$681K
CWA
1040
CM Wealth Advisors
Ohio
$680K +$582K +1,328 New
PG
1041
Proffitt & Goodson
Tennessee
$673K +$8.32K +19 +1%
STC
1042
Sarah T. Connolly
$671K -$112K -255 -15%
ST
1043
Smithfield Trust
Pennsylvania
$670K
IB
1044
Intrust Bank
Kansas
$665K -$13.6K -31 -2%
EFG
1045
Everhart Financial Group
Ohio
$664K +$40.3K +92 +7%
Parnassus Investments
1046
Parnassus Investments
California
$661K +$631K +1,442 New
OFG
1047
Oxford Financial Group
Indiana
$661K -$66.6K -152 -10%
VFA
1048
Voya Financial Advisors
Connecticut
$660K -$16.2K -37 -2%
QIM
1049
Quantitative Investment Management
Virginia
$658K +$317K +725 +102%
FCP
1050
Fidelis Capital Partners
Florida
$657K +$44.2K +101 +8%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.