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Intuit

1,729 hedge funds and large institutions have $118B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 627 increasing their positions, 659 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+72
Holders Change %
+4.35%
% of All Funds
27.57%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.55%
New
177
Increased
627
Reduced
659
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
FFBTD
1026
First Financial Bank - Trust Division
Ohio
$818K
CPA
1027
Capital Planning Advisors
California
$804K +$804K +1,573 New
ST
1028
Smithfield Trust
Pennsylvania
$803K +$49.4K +96 +7%
EDRH
1029
Edmond de Rothschild Holding
Switzerland
$803K -$4.09K -8 -0.5%
APP
1030
Avantax Planning Partners
Iowa
$801K -$99.6K -195 -11%
ARC
1031
Advisor Resource Council
Texas
$799K -$12.8K -25 -2%
HSA
1032
HBK Sorce Advisory
Pennsylvania
$794K -$2.55K -5 -0.3%
BHPW
1033
Beverly Hills Private Wealth
California
$793K -$24K -47 -3%
JWA
1034
JFS Wealth Advisors
Pennsylvania
$791K
FFN
1035
Focus Financial Network
Minnesota
$785K
EFG
1036
Everhart Financial Group
Ohio
$784K +$43.4K +85 +6%
HWA
1037
Heritage Wealth Advisors
Virginia
$784K
OLA
1038
Oliver Luxxe Assets
New Jersey
$779K
VEA
1039
Virtus ETF Advisers
New York
$775K -$108K -211 -12%
UOC
1040
UBS O'Connor
Illinois
$766K +$766K +1,500 New
AWA
1041
Alta Wealth Advisors
Massachusetts
$766K +$113K +222 +17%
TCB
1042
Texas Capital Bancshares
Texas
$763K +$2.04K +4 +0.3%
IB
1043
Intrust Bank
Kansas
$760K +$18.9K +37 +3%
VST
1044
Van Strum & Towne
California
$759K
UW
1045
Unique Wealth
Florida
$754K +$330K +645 +78%
VA
1046
Valmark Advisers
Ohio
$753K -$16.9K -33 -2%
AAM
1047
Alphadyne Asset Management
New York
$753K +$753K +1,473 New
PG
1048
Proffitt & Goodson
Tennessee
$749K -$1.53K -3 -0.2%
GLA
1049
Great Lakes Advisors
Illinois
$748K +$25K +49 +3%
Group One Trading
1050
Group One Trading
Illinois
$747K +$300K +587 +67%