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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
1101
Integrated Wealth Concepts
Massachusetts
$395K +$7.78K +20 +2%
PWMG
1102
Prestige Wealth Management Group
New Jersey
$394K +$165K +425 +72%
CGA
1103
Crescent Grove Advisors
Illinois
$392K – – –
AC
1104
Abbrea Capital
California
$391K +$61.5K +158 +19%
KP
1105
Keel Point
Alabama
$390K +$101K +260 +35%
LOAMU
1106
Lombard Odier Asset Management (USA)
New York
$389K – – –
PWMG
1107
Pinnacle Wealth Management Group
Michigan
$389K – – –
RC
1108
RBF Capital
California
$389K – – –
BTI
1109
Blue Trust Inc
Georgia
$389K +$234K +605 +150%
WC
1110
Woodstock Corp
Massachusetts
$386K -$3.89K -10 -1%
CHP
1111
Cable Hill Partners
Oregon
$385K -$195K -501 -34%
CIC
1112
Carnegie Investment Counsel
Ohio
$382K -$13.6K -35 -3%
GC
1113
Gilbert & Cook
Iowa
$381K -$129K -332 -25%
CBT
1114
CoreFirst Bank & Trust
Kansas
$381K – – –
RPWA
1115
Regent Peak Wealth Advisors
Georgia
$381K -$1.96K -5 -0.5%
TWM
1116
Tolleson Wealth Management
Texas
$377K – – –
B
1117
Barings
North Carolina
$376K -$22.6K -58 -6%
SIM
1118
Studio Investment Management
Illinois
$375K +$17.9K +46 +5%
WA
1119
Wealth Alliance
New York
$373K -$149K -383 -29%
WAC
1120
William Allan Corp
Colorado
$370K +$32.7K +84 +10%
LWAC
1121
Laurel Wealth Advisors (California)
California
$369K -$68.2K -175 -16%
GSC
1122
Ground Swell Capital
South Carolina
$369K -$105K -269 -22%
CD
1123
Chapin Davis
Maryland
$368K +$368K +946 New
AWM
1124
Avitas Wealth Management
California
$367K +$389 +1 +0.1%
EF
1125
Empowered Funds
Pennsylvania
$366K +$366K +941 New
43 44
45
46 47