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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
1101
First Commonwealth Financial Corp
Pennsylvania
$668K -$16.7K -33 -2%
PT
1102
Plimoth Trust
Massachusetts
$667K -$38K -75 -5%
BHCM
1103
Brevan Howard Capital Management
Jersey
$665K +$658K +1,301 New
DCM
1104
DGS Capital Management
New Jersey
$660K -$41.5K -82 -6%
MOS
1105
MGO One Seven
Ohio
$659K +$99.2K +196 +18%
AP
1106
AtonRa Partners
Switzerland
$657K -$387K -764 -37%
NHT
1107
New Hampshire Trust
New Hampshire
$655K -$6.07K -12 -0.9%
ECA
1108
Elevated Capital Advisors
Utah
$653K -$11.1K -22 -2%
SSWM
1109
Smith Salley Wealth Management
North Carolina
$652K +$646K +1,277 New
SHFA
1110
SS&H Financial Advisors
Michigan
$652K +$646K +1,277 New
AA
1111
Ancora Advisors
Ohio
$651K -$67.3K -133 -9%
ACM
1112
Advisors Capital Management
New Jersey
$651K -$34.9K -69 -5%
DF
1113
Donoghue Forlines
Massachusetts
$648K -$114K -225 -15%
MCC
1114
Money Concepts Capital
Florida
$648K +$13.2K +26 +2%
SF
1115
Summit Financial
New Jersey
$646K +$24.8K +49 +4%
HPM
1116
Hoxton Planning & Management
West Virginia
$646K -$20.2K -40 -3%
BG
1117
Bahl & Gaynor
Ohio
$644K -$117K -232 -16%
RCG
1118
Regatta Capital Group
California
$643K +$637K +1,259 New
BWP
1119
Baldwin Wealth Partners
Massachusetts
$641K
LAS
1120
Lloyd Advisory Services
Georgia
$637K +$631K +1,247 New
NG
1121
Norden Group
Utah
$637K +$631K +1,247 New
CPA
1122
Cardiff Park Advisors
California
$636K -$134K -265 -18%
GFP
1123
Gryphon Financial Partners
Ohio
$635K +$4.05K +8 +0.6%
NSIM
1124
North Star Investment Management
Illinois
$634K
FF
1125
Fluent Financial
Texas
$633K +$59.7K +118 +11%

INTU Hedge Fund Activity: Q3 2023 in Review

1,740 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2023, worth a combined $119B — up 9.9% from $108B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new INTU positions and 88 closed out — a net gain of 90 holders — while 631 added to existing stakes and 662 trimmed.

The largest buyer was Coatue Management, adding an estimated $474M. The largest seller was Nicholas Hoffman & Company, exiting entirely with an estimated $1.27B sold.

  • 1,740 institutional investors held Intuit (INTU) as of Q3 2023, up from 1,667 in Q2 2023.
  • Funds reported $119B of Intuit stock for Q3 2023, up 9.9% quarter-over-quarter.
  • 178 funds opened new Intuit positions in Q3 2023 and 88 closed out, a net change of +90 holders.
  • The largest Intuit buyer in Q3 2023 was Coatue Management, an estimated $474M added.
  • The largest Intuit seller in Q3 2023 was Nicholas Hoffman & Company, an estimated $1.27B sold.

Based on aggregated 13F filings for Q3 2023.