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Intuit
INTU

Overview Fund Activity

1,947 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 815 increasing their positions, 682 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+20
Holders Change %
+1.04%
% of All Funds
28.32%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.21%
New
159
Increased
815
Reduced
682
Closed
114
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$719M
2
Amundi
Amundi
France
+$490M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$337M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$302M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$281M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$773M
2
GQG Partners
GQG Partners
Florida
-$406M
3
Bank of America
Bank of America
North Carolina
-$406M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$383M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1026
Oarsman Capital
Wisconsin
$1.23M – – –
JWCA
1027
J.W. Cole Advisors
Florida
$1.23M +$503K +765 +70%
CFG
1028
Cooper Financial Group
California
$1.22M +$75.6K +115 +7%
Optiver Holding
1029
Optiver Holding
Netherlands
$1.21M +$827K +1,258 +214%
EAM
1030
Evanson Asset Management
California
$1.21M +$5.26K +8 +0.4%
BCG
1031
BayBridge Capital Group
California
$1.21M +$36.1K +55 +3%
VA
1032
Valmark Advisers
Ohio
$1.2M +$13.1K +20 +1%
CB
1033
CNB Bank
Pennsylvania
$1.2M -$45.3K -69 -4%
JMFC
1034
J.M. Forbes & Co
Massachusetts
$1.2M -$81.5K -124 -6%
FB
1035
Fulton Bank
Pennsylvania
$1.2M +$177K +270 +17%
PI
1036
Pettee Investors
Connecticut
$1.19M – – –
ESBC
1037
E.S. Barr & Co
Kentucky
$1.19M – – –
CI
1038
CX Institutional
Indiana
$1.19M -$37.5K -57 -3%
NPT
1039
Nixon Peabody Trust
Massachusetts
$1.19M -$302K -459 -20%
PCP
1040
Proficio Capital Partners
Massachusetts
$1.18M +$19.1K +29 +2%
SFFS
1041
Stonehage Fleming Financial Services
Jersey
$1.17M -$244K -372 -17%
KIC
1042
Kensington Investment Counsel
California
$1.16M +$2.63K +4 +0.2%
SSWM
1043
Smith Salley Wealth Management
North Carolina
$1.16M +$141K +215 +14%
FCH
1044
Freestone Capital Holdings
Washington
$1.15M -$1.15M -1,756 -50%
GRP
1045
Global Retirement Partners
California
$1.15M +$187K +285 +20%
WAM
1046
Weatherly Asset Management
California
$1.13M -$44K -67 -4%
PW
1047
Peninsula Wealth
California
$1.13M -$309K -481 -21%
SIG
1048
Sargent Investment Group
Maryland
$1.13M +$1.97K +3 +0.2%
MW
1049
Marcum Wealth
Ohio
$1.13M +$34.8K +53 +3%
OL
1050
Optas LLC
Texas
$1.12M +$13.1K +20 +1%
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