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Intuit

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Shares
Change %
PG
1101
Proffitt & Goodson
Tennessee
$963K +$13.7K +21 +1%
SIM
1102
Sentry Investment Management
Wisconsin
$955K
DF
1103
Donoghue Forlines
Massachusetts
$954K +$181K +279 +23%
FPCG
1104
Fort Pitt Capital Group
Pennsylvania
$950K -$104K -160 -10%
GRP
1105
Global Retirement Partners
California
$947K +$41.6K +64 +5%
SFFS
1106
Stonehage Fleming Financial Services
Jersey
$944K +$162K +368 +21%
GBT
1107
Grove Bank & Trust
Florida
$943K -$2.6K -4 -0.3%
SIA
1108
Schear Investment Advisers
Ohio
$943K +$943K +1,451 New
CBTWT
1109
Community Bank & Trust (Waco, Texas)
Texas
$942K -$9.1K -14 -1%
TCWA
1110
Turtle Creek Wealth Advisors
Texas
$942K -$58.5K -90 -6%
TAM
1111
Trillium Asset Management
Massachusetts
$939K +$346K +532 +58%
SA
1112
SRN Advisors
Pennsylvania
$936K +$48.1K +74 +5%
UWS
1113
Unique Wealth Strategies
Illinois
$929K -$268K -413 -22%
DFG
1114
Delta Financial Group
New Jersey
$929K
TCB
1115
Texas Capital Bancshares
Texas
$926K -$45.5K -70 -5%
BFO
1116
Boston Family Office
Massachusetts
$919K -$153K -235 -14%
Westfield Capital Management
1117
Westfield Capital Management
Massachusetts
$917K
HSA
1118
HBK Sorce Advisory
Pennsylvania
$915K -$41K -63 -4%
CCM
1119
Crew Capital Management
Ohio
$912K +$636K +979 +231%
IIA
1120
IPG Investment Advisors
California
$909K +$909K +1,399 New
SDIC
1121
South Dakota Investment Council
South Dakota
$909K +$63.7K +98 +8%
SF
1122
Symphony Financial
Texas
$906K -$151K -232 -14%
AA
1123
Ancora Advisors
Ohio
$906K +$7.15K +11 +0.8%
WWP
1124
WR Wealth Planners
Missouri
$904K +$64.4K +99 +8%
MFIM
1125
Mesirow Financial Investment Management
Illinois
$903K +$77.4K +119 +9%