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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 %
NL
1076
NVWM LLC
Pennsylvania
$440K -$267K -687 -38%
C
1077
Certuity
Florida
$437K -$56.4K -145 -11%
SICM
1078
Sustainable Insight Capital Management
New York
$430K -$31.5K -81 -7%
RWB
1079
RMR Wealth Builders
New Jersey
$429K +$16.7K +43 +4%
CAM
1080
Concorde Asset Management
Michigan
$423K +$389 +1 +0.1%
WA
1081
Wealth Architects
California
$420K -$8.95K -23 -2%
BS
1082
Boenning & Scattergood
Pennsylvania
$420K – – –
IWM
1083
IHT Wealth Management
Illinois
$417K -$6.23K -16 -1%
PCA
1084
Pallas Capital Advisors
Massachusetts
$413K -$36.6K -92 -8%
AC
1085
Avestar Capital
New York
$412K +$16.4K +42 +4%
FFM
1086
Forum Financial Management
Illinois
$412K -$144K -370 -26%
DF
1087
Donoghue Forlines
Massachusetts
$412K -$47.5K -122 -10%
MFG
1088
Magnus Financial Group
New York
$412K +$1.56K +4 +0.4%
LFAS
1089
Level Four Advisory Services
Texas
$412K +$10.9K +28 +3%
YC
1090
Yarbrough Capital
Tennessee
$411K – – –
WAG
1091
Wallace Advisory Group
California
$410K +$410K +1,054 New
TW
1092
Transform Wealth
Colorado
$406K – – –
TWM
1093
Thrive Wealth Management
Pennsylvania
$406K -$27.3K -70 -6%
WBG
1094
Wharton Business Group
Pennsylvania
$403K – – –
GLA
1095
Great Lakes Advisors
Illinois
$402K -$36.6K -94 -8%
EFG
1096
Ethos Financial Group
Pennsylvania
$399K +$399K +1,025 New
AWA
1097
Arkadios Wealth Advisors
Georgia
$399K – – –
KWM
1098
Kingsview Wealth Management
Oregon
$398K -$3.5K -9 -0.9%
IIC
1099
Integrated Investment Consultants
Michigan
$396K +$59.2K +152 +18%
WSTAM
1100
Wilbanks Smith & Thomas Asset Management
Virginia
$395K +$10.5K +27 +3%
42 43
44
45 46