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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1101
Woodstock Corp
Massachusetts
$388K
BCM
1102
Bayesian Capital Management
New York
$387K -$423K -979 -50%
LOAMU
1103
Lombard Odier Asset Management (USA)
New York
$387K -$43.2K -100 -9%
PWMG
1104
Pinnacle Wealth Management Group
Michigan
$387K
RC
1105
RBF Capital
California
$387K
IIM
1106
Intact Investment Management
Quebec, Canada
$387K +$130K +300 +43%
CT
1107
Caldwell Trust
Florida
$387K
IWC
1108
Integrated Wealth Concepts
Massachusetts
$385K +$55.3K +128 +15%
LFA
1109
Legacy Financial Advisors
Kentucky
$384K +$84.2K +195 +24%
MLL
1110
Moody Lynn & Lieberson
Massachusetts
$383K
WSTAM
1111
Wilbanks Smith & Thomas Asset Management
Virginia
$383K
CBT
1112
CoreFirst Bank & Trust
Kansas
$380K -$8.64K -20 -2%
RPWA
1113
Regent Peak Wealth Advisors
Georgia
$379K +$25.1K +58 +6%
OIA
1114
OneDigital Investment Advisors
Kansas
$376K +$13K +30 +3%
TWM
1115
Tolleson Wealth Management
Texas
$375K
WKWM
1116
Walter & Keenan Wealth Management
Indiana
$374K +$3.46K +8 +0.8%
HPWM
1117
Highland Private Wealth Management
Washington
$374K +$67K +155 +19%
TL
1118
Tradewinds LLC
North Carolina
$368K +$10.4K +24 +3%
NMG
1119
New Millennium Group
Utah
$367K -$3.89K -9 -0.9%
CA
1120
Calton & Associates
Florida
$367K -$1.73K -4 -0.4%
CCA
1121
Childress Capital Advisors
Texas
$366K +$2.59K +6 +0.7%
AWM
1122
Avitas Wealth Management
California
$365K +$3.89K +9 +1%
LIM
1123
Leavell Investment Management
Alabama
$359K -$22.5K -52 -5%
WA
1124
Wealthstar Advisors
Texas
$357K
SIM
1125
Studio Investment Management
Illinois
$356K +$9.07K +21 +2%