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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 %
GLR
1051
Great Lakes Retirement
Ohio
$1.03M -$40K -64 -4%
UBV
1052
United Bank (Virginia)
Virginia
$1.03M -$3.75K -6 -0.4%
P
1053
&Partners
Tennessee
$1.02M +$1.02M +1,730 New
LCGC
1054
Legacy Capital Group California
California
$1.02M -$7.5K -12 -0.7%
TBWA
1055
Three Bridge Wealth Advisors
California
$1.02M – – –
WFPG
1056
Waller Financial Planning Group
Ohio
$1.02M +$6.88K +11 +0.7%
LHC
1057
Little House Capital
Massachusetts
$1.02M +$8.75K +14 +0.9%
CBFP
1058
Cedar Brook Financial Partners
Ohio
$1.02M +$771K +1,266 +315%
FPCG
1059
Fort Pitt Capital Group
Pennsylvania
$1.01M +$186K +297 +22%
TW
1060
TritonPoint Wealth
Maryland
$1.01M +$1.01M +1,618 New
EWM
1061
Elmwood Wealth Management
California
$1.01M -$742K -1,187 -42%
FCP
1062
Fidelis Capital Partners
Florida
$1.01M +$114K +183 +13%
ACM
1063
Advisors Capital Management
New Jersey
$1M +$206K +330 +26%
CAM
1064
Close Asset Management
United Kingdom
$1M +$712K +1,139 +247%
FFBTD
1065
First Financial Bank - Trust Division
Ohio
$1M – – –
GAMC
1066
Garner Asset Management Corp
Texas
$997K -$241K -371 -19%
SRCM
1067
Signature Resources Capital Management
California
$990K +$990K +1,584 New
CFG
1068
Cooper Financial Group
California
$989K +$301K +481 +44%
SF
1069
Symphony Financial
Texas
$981K +$366K +606 +59%
JWA
1070
JFS Wealth Advisors
Pennsylvania
$978K +$10K +16 +1%
JF
1071
Jump Financial
Illinois
$976K +$507K +811 +108%
Balyasny Asset Management
1072
Balyasny Asset Management
Illinois
$976K -$37.3M -59,624 -97%
BHPW
1073
Beverly Hills Private Wealth
California
$969K -$1.88K -3 -0.2%
MSFS
1074
Main Street Financial Solutions
Pennsylvania
$962K +$59.4K +95 +7%
TCWA
1075
Turtle Creek Wealth Advisors
Texas
$962K +$962K +1,539 New
41 42
43
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