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Intuit

1,667 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
1051
Northern Financial Advisors
Michigan
$656K -$8.32K -19 -1%
HFG
1052
Heron Financial Group
New York
$656K +$12.3K +28 +2%
VI
1053
Versor Investments
New York
$656K +$627K +1,431 New
GLA
1054
Great Lakes Advisors
Illinois
$648K +$92K +210 +17%
HCM
1055
Howland Capital Management
Massachusetts
$648K -$3.5K -8 -0.6%
BL
1056
Balentine LLC
Georgia
$647K +$207K +472 +50%
CA
1057
Claro Advisors
Massachusetts
$647K -$23.2K -53 -4%
Westfield Capital Management
1058
Westfield Capital Management
Massachusetts
$646K
AA
1059
Ancora Advisors
Ohio
$645K +$2.19K +5 +0.4%
AWA
1060
Arkadios Wealth Advisors
Georgia
$644K +$183K +419 +42%
UAS
1061
United Asset Strategies
New York
$642K +$614K +1,401 New
TW
1062
TrinityPoint Wealth
Connecticut
$642K +$7.45K +17 +1%
NFG
1063
Nations Financial Group
Iowa
$637K +$33.3K +76 +6%
KPWS
1064
Kestra Private Wealth Services
Texas
$635K -$3.94K -9 -0.6%
ACL
1065
Applied Capital LLC
Florida
$633K +$4.38K +10 +0.7%
PT
1066
Plimoth Trust
Massachusetts
$632K -$72.3K -165 -11%
CCA
1067
Conestoga Capital Advisors
Pennsylvania
$632K
DCM
1068
DGS Capital Management
New Jersey
$630K -$25.8K -59 -4%
EB
1069
Eastern Bank
Massachusetts
$624K
GWM
1070
Geneos Wealth Management
Colorado
$621K +$431K +985 +267%
WP
1071
Waycross Partners
Kentucky
$619K -$307K -700 -34%
MIA
1072
MMBG Investment Advisors
Florida
$618K
ACM
1073
Advisors Capital Management
New Jersey
$615K -$2.63K -6 -0.4%
CBTWT
1074
Community Bank & Trust (Waco, Texas)
Texas
$615K +$56.5K +129 +11%
FCFC
1075
First Commonwealth Financial Corp
Pennsylvania
$614K +$6.13K +14 +1%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.