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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
IB
1051
Intrust Bank
Kansas
$760K +$18.7K +37 +3%
VST
1052
Van Strum & Towne
California
$759K
UW
1053
Unique Wealth
Florida
$754K +$326K +645 +78%
VA
1054
Valmark Advisers
Ohio
$753K -$16.7K -33 -2%
AAM
1055
Alphadyne Asset Management
New York
$753K +$745K +1,473 New
PG
1056
Proffitt & Goodson
Tennessee
$749K -$1.52K -3 -0.2%
GLA
1057
Great Lakes Advisors
Illinois
$748K +$24.8K +49 +3%
Group One Trading
1058
Group One Trading
Illinois
$747K +$297K +587 +67%
GBT
1059
Grove Bank & Trust
Florida
$743K +$333K +659 +83%
MSFS
1060
Main Street Financial Solutions
Pennsylvania
$738K +$731K +1,444 New
TCM
1061
Teza Capital Management
Illinois
$736K +$729K +1,441 New
DFG
1062
Delta Financial Group
New Jersey
$730K +$723K +1,428 New
FCP
1063
Fidelis Capital Partners
Florida
$730K -$2.53K -5 -0.3%
AWA
1064
Arkadios Wealth Advisors
Georgia
$726K +$8.1K +16 +1%
CCM
1065
Cinctive Capital Management
New York
$723K +$717K +1,416 New
IWM
1066
IHT Wealth Management
Illinois
$723K -$685K -1,354 -49%
UAS
1067
United Asset Strategies
New York
$722K +$6.07K +12 +0.9%
CWP
1068
Curated Wealth Partners
California
$722K +$289K +571 +68%
Westfield Capital Management
1069
Westfield Capital Management
Massachusetts
$720K
1WM
1070
1900 Wealth Management
Texas
$719K +$712K +1,408 New
CCA
1071
Childress Capital Advisors
Texas
$719K +$712K +1,407 New
NFA
1072
Northern Financial Advisors
Michigan
$717K -$14.2K -28 -2%
RWPA
1073
Richard W. Paul & Associates
Michigan
$716K -$58.2K -115 -8%
VCA
1074
Verdence Capital Advisors
Maryland
$715K -$82K -162 -10%
PFG
1075
PAX Financial Group
Texas
$714K -$72.9K -144 -9%

INTU Hedge Fund Activity: Q3 2023 in Review

1,740 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2023, worth a combined $119B — up 9.9% from $108B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new INTU positions and 88 closed out — a net gain of 90 holders — while 631 added to existing stakes and 662 trimmed.

The largest buyer was Coatue Management, adding an estimated $474M. The largest seller was Nicholas Hoffman & Company, exiting entirely with an estimated $1.27B sold.

  • 1,740 institutional investors held Intuit (INTU) as of Q3 2023, up from 1,667 in Q2 2023.
  • Funds reported $119B of Intuit stock for Q3 2023, up 9.9% quarter-over-quarter.
  • 178 funds opened new Intuit positions in Q3 2023 and 88 closed out, a net change of +90 holders.
  • The largest Intuit buyer in Q3 2023 was Coatue Management, an estimated $474M added.
  • The largest Intuit seller in Q3 2023 was Nicholas Hoffman & Company, an estimated $1.27B sold.

Based on aggregated 13F filings for Q3 2023.