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Intuit
INTU

Overview Fund Activity

1,602 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 659 increasing their positions, 558 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
+51
Holders Change %
+3.29%
% of All Funds
25.64%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.3%
New
167
Increased
659
Reduced
558
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.05B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$574M
3
Artisan Partners
Artisan Partners
Wisconsin
+$304M
4
Bank of America
Bank of America
North Carolina
+$247M
5
Tiger Global Management
Tiger Global Management
New York
+$199M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$695M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$442M
3
FPP
Findlay Park Partners
United Kingdom
-$363M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$264M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1101
Oarsman Capital
Wisconsin
$500K +$500K +1,122 New
TC
1102
Truvestments Capital
Florida
$498K -$19.6K -44 -4%
NP
1103
NorthRock Partners
Minnesota
$496K -$109K -245 -18%
IIC
1104
Integrated Investment Consultants
Michigan
$496K +$41.9K +94 +9%
TA
1105
Trellis Advisors
Washington
$495K -$16.5K -37 -3%
BAM
1106
Belpointe Asset Management
Nevada
$491K +$209K +469 +74%
UIA
1107
Ulland Investment Advisors
Minnesota
$489K -$26.3K -59 -5%
WAG
1108
Wallace Advisory Group
California
$488K +$18.3K +41 +4%
KP
1109
Keel Point
Alabama
$488K +$41.5K +93 +9%
ETIA
1110
Epic Trust Investment Advisors
Washington
$482K -$117K -262 -20%
WWP
1111
WR Wealth Planners
Missouri
$480K +$191K +429 +66%
PWAM
1112
Pinnacle West Asset Management
Wyoming
$479K +$479K +1,075 New
NWMG
1113
National Wealth Management Group
Ohio
$476K +$476K +1,113 New
FNBOH
1114
First National Bank of Hutchinson
Kansas
$475K +$66.9K +150 +16%
FFM
1115
Forum Financial Management
Illinois
$475K +$2.68K +6 +0.6%
KFP
1116
KMG Fiduciary Partners
Ohio
$473K -$52.6K -118 -10%
GIA
1117
Gladstone Institutional Advisory
Florida
$472K -$57.1K -128 -11%
YC
1118
Yarbrough Capital
Tennessee
$470K – – –
STA
1119
Summit Trail Advisors
New York
$468K +$132K +296 +39%
KWM
1120
Kingsview Wealth Management
Oregon
$465K +$8.92K +20 +2%
FIM
1121
Freedom Investment Management
Connecticut
$465K -$40.6K -91 -8%
AWA
1122
Authentikos Wealth Advisory
California
$464K +$464K +1,192 New
SP
1123
Symmetry Partners
Connecticut
$463K -$319K -716 -41%
WBG
1124
Wharton Business Group
Pennsylvania
$461K – – –
CHP
1125
Cable Hill Partners
Oregon
$461K +$19.2K +43 +4%
43 44
45
46 47