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Intuit
INTU

Overview Fund Activity

1,899 hedge funds and large institutions have $149B invested in Intuit in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 676 increasing their positions, 668 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
+170
Holders Change %
+9.83%
% of All Funds
27.84%
Holding in Top 10
102
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.15%
% of All Funds
1.5%
New
292
Increased
676
Reduced
668
Closed
99
Calls
$1.58B
Puts
$2.08B
Net Calls
-$505M
Net Calls Change
-$382M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806M
4
LPC
Lone Pine Capital
Connecticut
+$468M
5
Parnassus Investments
Parnassus Investments
California
+$455M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.08B
2
Coatue Management
Coatue Management
New York
-$456M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
4
Tiger Global Management
Tiger Global Management
New York
-$260M
5
PI
Putnam Investments
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
UW
1026
Unique Wealth
Florida
$1.11M +$193K +308 +21%
SFFS
1027
Stonehage Fleming Financial Services
Jersey
$1.11M -$80K -128 -7%
HCS
1028
Himension Capital (Singapore)
Singapore
$1.11M – – –
VA
1029
Valmark Advisers
Ohio
$1.1M +$181K +289 +20%
EFG
1030
Everhart Financial Group
Ohio
$1.1M +$139K +223 +15%
TWM
1031
Trueblood Wealth Management
Ohio
$1.09M +$1.09M +1,738 New
WA
1032
WBH Advisory
Maryland
$1.08M – – –
SPIS
1033
Steward Partners Investment Solutions
Oregon
$1.08M +$1.08M +1,720 New
EDRH
1034
Edmond de Rothschild Holding
Switzerland
$1.07M +$90.6K +145 +9%
AC
1035
AlphaCore Capital
California
$1.07M -$13.1K -21 -1%
PFMU
1036
Privium Fund Management (UK)
United Kingdom
$1.07M +$1.07M +1,704 New
YDMI
1037
Y.D. More Investments
Israel
$1.05M – – –
OL
1038
Optas LLC
Texas
$1.05M +$15K +24 +1%
PL
1039
Parthenon LLC
Kentucky
$1.05M – – –
NPT
1040
Nixon Peabody Trust
Massachusetts
$1.05M +$1.05M +1,675 New
VW
1041
Vance Wealth
California
$1.05M -$1.25K -2 -0.1%
BMCM
1042
Bryn Mawr Capital Management
Pennsylvania
$1.05M -$3.13K -5 -0.3%
MW
1043
Marcum Wealth
Ohio
$1.04M -$1.25K -2 -0.1%
HIMC
1044
Heritage Investors Management Corp
Maryland
$1.04M +$1.04M +1,660 New
MYIA
1045
Mount Yale Investment Advisors
Colorado
$1.04M +$625 +1 +0.1%
PHAM
1046
Palisades Hudson Asset Management
Florida
$1.04M -$82.5K -132 -7%
BL
1047
BFSG LLC
California
$1.03M -$67.5K -108 -6%
BCG
1048
BayBridge Capital Group
California
$1.03M +$1.03M +1,690 New
BFO
1049
Boston Family Office
Massachusetts
$1.03M -$25K -40 -2%
PCP
1050
Proficio Capital Partners
Massachusetts
$1.03M +$2.5K +4 +0.2%
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