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Intuit
INTU

Overview Fund Activity

1,657 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, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M

Top Buyers

1
NHC
Nicholas Hoffman & Company
Georgia
+$1.27B
2
ClearBridge Investments
ClearBridge Investments
New York
+$356M
3
Tiger Global Management
Tiger Global Management
New York
+$281M
4
Amundi
Amundi
France
+$272M
5
Goldman Sachs
Goldman Sachs
New York
+$244M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$663M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$622M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$592M
4
Sands Capital Management
Sands Capital Management
Virginia
-$455M
5
Invesco
Invesco
Georgia
-$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
1101
Gryphon Financial Partners
Ohio
$566K +$6.87K +15 +1%
FNBT
1102
FineMark National Bank & Trust
Florida
$564K +$11.5K +25 +2%
GA
1103
Geller Advisors
New York
$563K +$205K +448 +57%
SF
1104
Summit Financial
New Jersey
$557K +$557K +1,216 New
PWP
1105
Principle Wealth Partners
Connecticut
$554K +$2.75K +6 +0.5%
NRS
1106
Neville Rodie & Shaw
New York
$553K – – –
GW
1107
GW & Wade
Massachusetts
$551K -$470K -1,026 -46%
AFS
1108
Aft Forsyth & Sober
Florida
$550K – – –
WA
1109
Wealth Architects
California
$546K +$6.87K +15 +1%
AWA
1110
Authentikos Wealth Advisory
California
$546K -$458 -1 -0.1%
KWM
1111
Kingsview Wealth Management
Oregon
$545K +$66.9K +146 +14%
FAFN
1112
First Affirmative Financial Network
Colorado
$544K +$122K +267 +29%
CT
1113
Chicago Trust
Illinois
$543K -$19.7K -43 -3%
CA
1114
CGN Advisors
Kansas
$543K – – –
KP
1115
Keel Point
Alabama
$541K +$39.9K +87 +8%
WPP
1116
Whalerock Point Partners
Rhode Island
$539K +$14.2K +31 +3%
OLVIG
1117
Oliver Lagore Vanvalin Investment Group
Michigan
$534K +$335K +731 +168%
MA
1118
Mutual Advisors
Nebraska
$531K -$451K -983 -46%
RMCM
1119
Reynders McVeigh Capital Management
Massachusetts
$530K -$10.5K -23 -2%
SLG
1120
Stanley-Laman Group
Pennsylvania
$527K – – –
FHA
1121
Flagship Harbor Advisors
Massachusetts
$518K -$5.04K -11 -1%
RWB
1122
RMR Wealth Builders
New Jersey
$516K -$448K -977 -46%
IIC
1123
Integrated Investment Consultants
Michigan
$516K +$6.42K +14 +1%
MFG
1124
Magnus Financial Group
New York
$515K -$3.66K -8 -0.7%
TSS
1125
Two Sigma Securities
New York
$515K +$198K +432 +63%
43 44
45
46 47