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Intuit

1,729 hedge funds and large institutions have $118B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 627 increasing their positions, 659 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+72
Holders Change %
+4.35%
% of All Funds
27.57%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.55%
New
177
Increased
627
Reduced
659
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
1101
Smith Salley Wealth Management
North Carolina
$652K +$652K +1,277 New
SHFA
1102
SS&H Financial Advisors
Michigan
$652K +$652K +1,277 New
AA
1103
Ancora Advisors
Ohio
$651K -$68K -133 -9%
ACM
1104
Advisors Capital Management
New Jersey
$651K -$35.3K -69 -5%
DF
1105
Donoghue Forlines
Massachusetts
$648K -$115K -225 -15%
MCC
1106
Money Concepts Capital
Florida
$648K +$13.3K +26 +2%
SF
1107
Summit Financial
New Jersey
$646K +$25K +49 +4%
HPM
1108
Hoxton Planning & Management
West Virginia
$646K -$20.4K -40 -3%
BG
1109
Bahl & Gaynor
Ohio
$644K -$119K -232 -16%
RCG
1110
Regatta Capital Group
California
$643K +$643K +1,259 New
BWP
1111
Baldwin Wealth Partners
Massachusetts
$641K
NG
1112
Norden Group
Utah
$637K +$637K +1,247 New
LAS
1113
Lloyd Advisory Services
Georgia
$637K +$637K +1,247 New
CPA
1114
Cardiff Park Advisors
California
$636K -$135K -265 -18%
GFP
1115
Gryphon Financial Partners
Ohio
$635K +$4.09K +8 +0.6%
NSIM
1116
North Star Investment Management
Illinois
$634K
FF
1117
Fluent Financial
Texas
$633K +$60.3K +118 +11%
DTL
1118
Dynamic Technology Lab
Singapore
$632K -$2.85M -5,580 -82%
TPM
1119
Triasima Portfolio Management
Quebec, Canada
$630K -$5.11K -10 -0.8%
1SB
1120
1ST Source Bank
Indiana
$628K -$23.5K -46 -4%
GW
1121
GW & Wade
Massachusetts
$628K +$13.8K +27 +2%
CPC
1122
Congress Park Capital
New York
$626K -$179K -350 -22%
PWP
1123
Principle Wealth Partners
Connecticut
$618K +$511 +1 +0.1%
NRS
1124
Neville Rodie & Shaw
New York
$617K
KP
1125
Keel Point
Alabama
$613K +$9.71K +19 +2%