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Intuit
INTU

Overview Fund Activity

1,657 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, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M

Top Buyers

1
NHC
Nicholas Hoffman & Company
Georgia
+$1.27B
2
ClearBridge Investments
ClearBridge Investments
New York
+$356M
3
Tiger Global Management
Tiger Global Management
New York
+$281M
4
Amundi
Amundi
France
+$272M
5
Goldman Sachs
Goldman Sachs
New York
+$244M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$663M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$622M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$592M
4
Sands Capital Management
Sands Capital Management
Virginia
-$455M
5
Invesco
Invesco
Georgia
-$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1076
Meridian Wealth Management
Kentucky
$605K +$2.75K +6 +0.5%
ANTB
1077
AMG National Trust Bank
Colorado
$604K +$21.5K +47 +4%
PA
1078
Pinnacle Associates
New York
$600K +$7.33K +16 +1%
HPM
1079
Hoxton Planning & Management
West Virginia
$598K -$25.2K -55 -4%
CIA
1080
Capital Investment Advisors
Georgia
$598K -$52.2K -114 -8%
ECA
1081
Elevated Capital Advisors
Utah
$596K +$34.4K +75 +6%
LFAS
1082
Level Four Advisory Services
Texas
$594K -$37.6K -82 -6%
FPCG
1083
Fort Pitt Capital Group
Pennsylvania
$593K -$21.5K -47 -4%
NHT
1084
New Hampshire Trust
New Hampshire
$593K – – –
Wealth Enhancement Advisory Services
1085
Wealth Enhancement Advisory Services
Minnesota
$593K -$38.9K -85 -6%
FB
1086
Fulton Bank
Pennsylvania
$590K +$116K +254 +25%
ALAM
1087
Asahi Life Asset Management
Japan
$586K -$13.7K -30 -2%
CPW
1088
Catalyst Private Wealth
California
$586K -$60.5K -132 -9%
CIA
1089
Choate Investment Advisors
Massachusetts
$585K +$37.1K +81 +7%
AWA
1090
Alta Wealth Advisors
Massachusetts
$585K +$6.42K +14 +1%
1SB
1091
1ST Source Bank
Indiana
$585K -$10.1K -22 -2%
FIM
1092
Freedom Investment Management
Connecticut
$576K +$98.1K +214 +21%
IAN
1093
Integrated Advisors Network
Texas
$575K -$63.7K -139 -10%
BWP
1094
Baldwin Wealth Partners
Massachusetts
$575K – – –
IRC
1095
Investors Research Corp
Georgia
$573K – – –
GRP
1096
Global Retirement Partners
California
$571K +$22.5K +49 +4%
CL
1097
Choreo LLC
Illinois
$569K +$6.87K +15 +1%
MCC
1098
Money Concepts Capital
Florida
$569K +$569K +1,241 New
NSIM
1099
North Star Investment Management
Illinois
$568K – – –
HIA
1100
Harbor Investment Advisory
Maryland
$568K +$155K +338 +37%
42 43
44
45 46