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Intuit
INTU

Overview Fund Activity

1,899 hedge funds and large institutions have $149B invested in Intuit in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 676 increasing their positions, 668 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
+170
Holders Change %
+9.83%
% of All Funds
27.84%
Holding in Top 10
102
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.15%
% of All Funds
1.5%
New
292
Increased
676
Reduced
668
Closed
99
Calls
$1.58B
Puts
$2.08B
Net Calls
-$505M
Net Calls Change
-$382M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806M
4
LPC
Lone Pine Capital
Connecticut
+$468M
5
Parnassus Investments
Parnassus Investments
California
+$455M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.08B
2
Coatue Management
Coatue Management
New York
-$456M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
4
Tiger Global Management
Tiger Global Management
New York
-$260M
5
PI
Putnam Investments
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
1101
Gratus Wealth Advisors
Virginia
$882K +$882K +1,411 New
Westfield Capital Management
1102
Westfield Capital Management
Massachusetts
$881K – – –
1WM
1103
1900 Wealth Management
Texas
$880K – – –
NFA
1104
Northern Financial Advisors
Michigan
$880K +$2.5K +4 +0.3%
AWA
1105
Alta Wealth Advisors
Massachusetts
$877K -$59.4K -95 -6%
MWM
1106
MorganRosel Wealth Management
Colorado
$868K +$868K +1,388 New
VCA
1107
Verdence Capital Advisors
Maryland
$867K -$6.87K -11 -0.8%
SQA
1108
Simon Quick Advisors
New Jersey
$866K +$31.9K +51 +4%
AA
1109
Ancora Advisors
Ohio
$864K +$67.5K +108 +8%
LOAMU
1110
Lombard Odier Asset Management (USA)
New York
$861K +$861K +1,377 New
PCG
1111
PFC Capital Group
California
$859K +$859K +1,375 New
SF
1112
Summit Financial
New Jersey
$856K +$65K +104 +8%
SSWM
1113
Smith Salley Wealth Management
North Carolina
$856K +$57.5K +92 +7%
SA
1114
SRN Advisors
Pennsylvania
$854K -$369K -590 -30%
HCM
1115
Howland Capital Management
Massachusetts
$853K – – –
TW
1116
TrinityPoint Wealth
Connecticut
$851K +$1.88K +3 +0.2%
CCA
1117
Conestoga Capital Advisors
Pennsylvania
$850K -$6.25K -10 -0.7%
EB
1118
Eastern Bank
Massachusetts
$848K -$3.13K -5 -0.4%
LFAS
1119
Level Four Advisory Services
Texas
$846K +$11.3K +18 +1%
FB
1120
Fulton Bank
Pennsylvania
$844K -$13.8K -22 -2%
GRP
1121
Global Retirement Partners
California
$842K +$34.4K +57 +4%
MIA
1122
MMBG Investment Advisors
Florida
$841K – – –
HT
1123
Heritage Trust
Oklahoma
$836K +$421K +674 +102%
BTWM
1124
Baker Tilly Wealth Management
Wisconsin
$834K -$9.38K -15 -1%
KP
1125
Keel Point
Alabama
$832K +$81.9K +131 +11%
43 44
45
46 47