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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
1051
Aft Forsyth & Sober
Florida
$467K – – –
GFP
1052
Gryphon Financial Partners
Ohio
$467K +$12.5K +32 +3%
FNT
1053
First National Trust
Pennsylvania
$465K -$12.8K -33 -3%
AA
1054
Axiom Advisory
California
$465K +$778 +2 +0.2%
CCA
1055
Childress Capital Advisors
Texas
$463K +$114K +292 +33%
GIA
1056
Gladstone Institutional Advisory
Florida
$462K -$453K -1,164 -50%
SWM
1057
Spire Wealth Management
Virginia
$462K +$7.39K +19 +2%
CA
1058
CGN Advisors
Kansas
$461K – – –
CBTWT
1059
Community Bank & Trust (Waco, Texas)
Texas
$460K -$78.9K -203 -15%
RMCM
1060
Reynders McVeigh Capital Management
Massachusetts
$460K -$7.4K -19 -2%
CT
1061
Chicago Trust
Illinois
$460K +$41.7K +107 +10%
MWM
1062
Modera Wealth Management
New Jersey
$460K – – –
KFP
1063
KMG Fiduciary Partners
Ohio
$459K -$38.9K -100 -8%
SLG
1064
Stanley-Laman Group
Pennsylvania
$453K -$65.8K -169 -13%
FHA
1065
Flagship Harbor Advisors
Massachusetts
$453K +$7.78K +20 +2%
TC
1066
Truvestments Capital
Florida
$452K +$11.7K +30 +3%
UIA
1067
Ulland Investment Advisors
Minnesota
$450K -$187K -480 -29%
HFW
1068
Horizon Family Wealth
Illinois
$447K -$389 -1 -0.1%
PFM
1069
Parsec Financial Management
North Carolina
$447K -$27.2K -70 -6%
TA
1070
Trellis Advisors
Washington
$447K -$3.11K -8 -0.7%
WPP
1071
Whalerock Point Partners
Rhode Island
$446K +$11.7K +30 +3%
IFWM
1072
Institute for Wealth Management
Colorado
$442K – – –
AIC
1073
Argus Investors Counsel
New York
$442K +$18.7K +48 +4%
FIM
1074
Freedom Investment Management
Connecticut
$441K -$46.3K -119 -10%
FNBT
1075
FineMark National Bank & Trust
Florida
$441K +$16.7K +43 +4%
41 42
43
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