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Intuit

1,667 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1101
Baldwin Wealth Partners
Massachusetts
$575K
IRC
1102
Investors Research Corp
Georgia
$573K
GRP
1103
Global Retirement Partners
California
$571K +$21.5K +49 +4%
CL
1104
Choreo LLC
Illinois
$569K +$6.57K +15 +1%
MCC
1105
Money Concepts Capital
Florida
$569K +$543K +1,241 New
NSIM
1106
North Star Investment Management
Illinois
$568K
HIA
1107
Harbor Investment Advisory
Maryland
$568K +$148K +338 +37%
GFP
1108
Gryphon Financial Partners
Ohio
$566K +$6.57K +15 +1%
FNBT
1109
FineMark National Bank & Trust
Florida
$564K +$10.9K +25 +2%
GA
1110
Geller Advisors
New York
$563K +$196K +448 +57%
SF
1111
Summit Financial
New Jersey
$557K +$533K +1,216 New
PWP
1112
Principle Wealth Partners
Connecticut
$554K +$2.63K +6 +0.5%
NRS
1113
Neville Rodie & Shaw
New York
$553K
GW
1114
GW & Wade
Massachusetts
$551K -$449K -1,026 -46%
AFS
1115
Aft Forsyth & Sober
Florida
$550K
WA
1116
Wealth Architects
California
$546K +$6.57K +15 +1%
AWA
1117
Authentikos Wealth Advisory
California
$546K -$438 -1 -0.1%
KWM
1118
Kingsview Wealth Management
Oregon
$545K +$63.9K +146 +14%
FAFN
1119
First Affirmative Financial Network
Colorado
$544K +$117K +267 +29%
CT
1120
Chicago Trust
Illinois
$543K -$18.8K -43 -3%
SP
1121
Saranac Partners
$543K -$107K -245 -17%
CA
1122
CGN Advisors
Kansas
$543K
KP
1123
Keel Point
Alabama
$541K +$38.1K +87 +8%
WPP
1124
Whalerock Point Partners
Rhode Island
$539K +$13.6K +31 +3%
OLVIG
1125
Oliver Lagore Vanvalin Investment Group
Michigan
$534K +$320K +731 +168%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.