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Intuit
INTU

Overview Fund Activity

1,602 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 659 increasing their positions, 558 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
+51
Holders Change %
+3.29%
% of All Funds
25.64%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.3%
New
167
Increased
659
Reduced
558
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.05B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$574M
3
Artisan Partners
Artisan Partners
Wisconsin
+$304M
4
Bank of America
Bank of America
North Carolina
+$247M
5
Tiger Global Management
Tiger Global Management
New York
+$199M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$695M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$442M
3
FPP
Findlay Park Partners
United Kingdom
-$363M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$264M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
1076
Great Lakes Advisors
Illinois
$537K +$76.2K +171 +17%
PWP
1077
Principle Wealth Partners
Connecticut
$536K +$446 +1 +0.1%
SHGA
1078
Sand Hill Global Advisors
California
$535K -$8.47K -19 -2%
AFS
1079
Aft Forsyth & Sober
Florida
$535K – – –
CIA
1080
Choate Investment Advisors
Massachusetts
$533K +$127K +285 +31%
CA
1081
CGN Advisors
Kansas
$528K – – –
EWM
1082
Evercore Wealth Management
New York
$527K -$214K -481 -29%
RMCM
1083
Reynders McVeigh Capital Management
Massachusetts
$526K – – –
WA
1084
Wealth Architects
California
$525K +$43.2K +97 +9%
MWM
1085
Modera Wealth Management
New Jersey
$524K -$2.23K -5 -0.4%
BC
1086
Burney Company
Virginia
$519K -$369K -828 -42%
WC
1087
Waterloo Capital
Texas
$518K +$518K +1,161 New
IFWM
1088
Institute for Wealth Management
Colorado
$515K +$8.47K +19 +2%
GRP
1089
Global Retirement Partners
California
$514K +$243K +565 +89%
HFW
1090
Horizon Family Wealth
Illinois
$513K +$892 +2 +0.2%
SLG
1091
Stanley-Laman Group
Pennsylvania
$513K -$6.24K -14 -1%
CI
1092
Cavalier Investments
Georgia
$511K -$660K -1,481 -56%
WPP
1093
Whalerock Point Partners
Rhode Island
$510K – – –
FHA
1094
Flagship Harbor Advisors
Massachusetts
$509K -$10.3K -23 -2%
FDCDDQ
1095
Federation des caisses Desjardins du Quebec
Quebec, Canada
$507K -$18.7M -41,987 -97%
WC
1096
Wexford Capital
Florida
$506K +$506K +1,136 New
IWM
1097
IHT Wealth Management
Illinois
$506K +$28.5K +64 +6%
MFG
1098
Magnus Financial Group
New York
$505K +$33.4K +75 +7%
AIC
1099
Argus Investors Counsel
New York
$503K -$3.57K -8 -0.7%
PFM
1100
Parsec Financial Management
North Carolina
$501K -$11.1K -25 -2%
42 43
44
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