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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 %
HWA
1076
Heritage Wealth Advisors
Virginia
$959K – – –
SL
1077
Sonnipe Ltd
Isle Of Man
$956K -$331K -530 -26%
TPI
1078
Trust Point Inc
Wisconsin
$953K +$953K +1,524 New
ST
1079
Smithfield Trust
Pennsylvania
$949K -$32.7K -52 -3%
CWP
1080
Curated Wealth Partners
California
$948K +$65K +104 +7%
IWM
1081
IHT Wealth Management
Illinois
$938K +$54.4K +87 +6%
TCB
1082
Texas Capital Bancshares
Texas
$934K +$625 +1 +0.1%
APP
1083
Avantax Planning Partners
Iowa
$931K -$48.1K -77 -5%
VST
1084
Van Strum & Towne
California
$929K – – –
UAS
1085
United Asset Strategies
New York
$924K +$40.6K +65 +5%
OLA
1086
Oliver Luxxe Assets
New Jersey
$922K -$31.3K -50 -3%
ANTB
1087
AMG National Trust Bank
Colorado
$921K +$73.8K +118 +9%
IB
1088
Intrust Bank
Kansas
$921K -$9.38K -15 -1%
HSA
1089
HBK Sorce Advisory
Pennsylvania
$920K -$52.5K -84 -5%
GFP
1090
Gryphon Financial Partners
Ohio
$919K +$221K +393 +32%
SIM
1091
Sentry Investment Management
Wisconsin
$918K -$98.7K -158 -10%
DFCM
1092
Dark Forest Capital Management
Puerto Rico
$916K -$1.01M -1,613 -52%
GI
1093
GAMMA Investing
California
$915K +$915K +1,449 New
CBTWT
1094
Community Bank & Trust (Waco, Texas)
Texas
$914K +$48.1K +77 +6%
RCG
1095
Regatta Capital Group
California
$913K +$126K +201 +16%
PG
1096
Proffitt & Goodson
Tennessee
$913K -$3.13K -5 -0.3%
GBT
1097
Grove Bank & Trust
Florida
$909K – – –
DFG
1098
Delta Financial Group
New Jersey
$893K +$625 +1 +0.1%
SAM
1099
Smartleaf Asset Management
Massachusetts
$890K +$890K +1,424 New
AFG
1100
Atomi Financial Group
New York
$883K +$371K +594 +73%
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