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Intuit

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
1076
JFS Wealth Advisors
Pennsylvania
$1.03M +$12.4K +19 +1%
LCGC
1077
Legacy Capital Group California
California
$1.03M -$37.7K -58 -4%
SSWM
1078
Smith Salley Wealth Management
North Carolina
$1.01M +$120K +184 +13%
HIMC
1079
Heritage Investors Management Corp
Maryland
$1.01M -$71.5K -110 -7%
FB
1080
Fulton Bank
Pennsylvania
$1.01M +$129K +199 +15%
SPA
1081
Sherbrooke Park Advisers
New York
$1.01M +$1.01M +1,549 New
MA
1082
MJP Associates
Connecticut
$1.01M +$263K +404 +35%
HWA
1083
Heritage Wealth Advisors
Virginia
$1M +$5.2K +8 +0.5%
PI
1084
PFG Investments
New York
$1M +$406K +624 +68%
SL
1085
Sonnipe Ltd
Isle Of Man
$995K
MWM
1086
MorganRosel Wealth Management
Colorado
$995K +$92.3K +142 +10%
ST
1087
Smithfield Trust
Pennsylvania
$994K +$7.84K +12 +0.8%
SRCM
1088
Signature Resources Capital Management
California
$990K
TW
1089
TritonPoint Wealth
Maryland
$988K -$60.3K -93 -6%
AC
1090
ASB Consultores
Florida
$985K +$985K +1,516 New
DLA
1091
Douglas Lane & Associates
New York
$981K +$491K +756 +100%
FFO
1092
Fiduciary Family Office
Florida
$980K +$182K +280 +23%
KJHP
1093
K.J. Harrison & Partners
Ontario, Canada
$975K +$650K +1,000 +200%
OIA
1094
OneDigital Investment Advisors
Kansas
$975K -$211K -324 -18%
RCG
1095
Regatta Capital Group
California
$974K +$25.4K +39 +3%
SQA
1096
Simon Quick Advisors
New Jersey
$974K +$73.5K +113 +8%
FCP
1097
Fidelis Capital Partners
Florida
$969K -$78K -120 -7%
EDRH
1098
Edmond de Rothschild Holding
Switzerland
$967K -$149K -229 -13%
VST
1099
Van Strum & Towne
California
$966K
IB
1100
Intrust Bank
Kansas
$963K +$5.85K +9 +0.6%