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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
UBV
1026
United Bank (Virginia)
Virginia
$842K +$3.04K +6 +0.4%
PCP
1027
Proficio Capital Partners
Massachusetts
$837K -$8.1K -16 -1%
TBWA
1028
Three Bridge Wealth Advisors
California
$836K
SIM
1029
Sentry Investment Management
Wisconsin
$831K -$174K -344 -17%
WFPG
1030
Waller Financial Planning Group
Ohio
$829K
LHC
1031
Little House Capital
Massachusetts
$825K -$157K -310 -16%
SDIC
1032
South Dakota Investment Council
South Dakota
$818K -$50.6K -100 -6%
FFBTD
1033
First Financial Bank - Trust Division
Ohio
$818K
RIG
1034
Ramiah Investment Group
Wisconsin
$816K -$247K -488 -23%
CPA
1035
Capital Planning Advisors
California
$804K +$796K +1,573 New
ST
1036
Smithfield Trust
Pennsylvania
$803K +$48.6K +96 +7%
EDRH
1037
Edmond de Rothschild Holding
Switzerland
$803K -$4.05K -8 -0.5%
APP
1038
Avantax Planning Partners
Iowa
$801K -$98.7K -195 -11%
ARC
1039
Advisor Resource Council
Texas
$799K -$12.7K -25 -2%
HSA
1040
HBK Sorce Advisory
Pennsylvania
$794K -$2.53K -5 -0.3%
BHPW
1041
Beverly Hills Private Wealth
California
$793K -$23.8K -47 -3%
JWA
1042
JFS Wealth Advisors
Pennsylvania
$791K
FFN
1043
Focus Financial Network
Minnesota
$785K
EFG
1044
Everhart Financial Group
Ohio
$784K +$43K +85 +6%
HWA
1045
Heritage Wealth Advisors
Virginia
$784K
OLA
1046
Oliver Luxxe Assets
New Jersey
$779K
VEA
1047
Virtus ETF Advisers
New York
$775K -$107K -211 -12%
UOC
1048
UBS O'Connor
Illinois
$766K +$759K +1,500 New
AWA
1049
Alta Wealth Advisors
Massachusetts
$766K +$112K +222 +17%
TCB
1050
Texas Capital Bancshares
Texas
$763K +$2.02K +4 +0.3%

INTU Hedge Fund Activity: Q3 2023 in Review

1,740 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2023, worth a combined $119B — up 9.9% from $108B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new INTU positions and 88 closed out — a net gain of 90 holders — while 631 added to existing stakes and 662 trimmed.

The largest buyer was Coatue Management, adding an estimated $474M. The largest seller was Nicholas Hoffman & Company, exiting entirely with an estimated $1.27B sold.

  • 1,740 institutional investors held Intuit (INTU) as of Q3 2023, up from 1,667 in Q2 2023.
  • Funds reported $119B of Intuit stock for Q3 2023, up 9.9% quarter-over-quarter.
  • 178 funds opened new Intuit positions in Q3 2023 and 88 closed out, a net change of +90 holders.
  • The largest Intuit buyer in Q3 2023 was Coatue Management, an estimated $474M added.
  • The largest Intuit seller in Q3 2023 was Nicholas Hoffman & Company, an estimated $1.27B sold.

Based on aggregated 13F filings for Q3 2023.