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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1126
Deseret Mutual Benefit Administrators
Utah
$354K -$197K -456 -33%
BHBT
1127
Burke & Herbert Bank & Trust
Virginia
$353K -$8.64K -20 -2%
SIC
1128
Samalin Investment Counsel
New York
$352K +$432 +1 +0.1%
MCWA
1129
Meadow Creek Wealth Advisors
Georgia
$352K +$3.02K +7 +0.8%
SPC
1130
Sigma Planning Corp
Michigan
$351K +$22.5K +52 +6%
JAG
1131
Journey Advisory Group
Kentucky
$351K +$40.6K +94 +12%
BDFN
1132
Bond & Devick Financial Network
Minnesota
$349K
SACTSONJ
1133
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$349K
HPIA
1134
Hamilton Point Investment Advisors
North Carolina
$349K +$389K +900 New
JSW
1135
Journey Strategic Wealth
New Jersey
$346K +$387K +895 New
BFA
1136
Bragg Financial Advisors
North Carolina
$345K
MA
1137
MUFG Americas
New York
$343K -$153K -354 -29%
WFI
1138
West Family Investments
California
$340K -$27.2K -63 -7%
BS
1139
Boenning & Scattergood
Pennsylvania
$339K
PP
1140
Paloma Partners
Connecticut
$338K -$1.52M -3,523 -80%
PGIM
1141
Pacific Global Investment Management
California
$338K +$432 +1 +0.1%
PFA
1142
Pathway Financial Advisors
Vermont
$337K
IIA
1143
ICW Investment Advisors
Arizona
$337K +$1.3K +3 +0.3%
MCA
1144
MSH Capital Advisors
Arizona
$337K +$432 +1 +0.1%
WAC
1145
William Allan Corp
Colorado
$336K +$375K +867 New
IIC
1146
Integrated Investment Consultants
Michigan
$335K -$22K -51 -6%
PWMAG
1147
Pinnacle Wealth Management Advisory Group
New Jersey
$335K +$374K +865 New
CT
1148
Clearstead Trust
Maine
$334K +$372K +861 New
MA
1149
MONECO Advisors
Connecticut
$333K -$864 -2 -0.2%
WAG
1150
Winthrop Advisory Group
Massachusetts
$331K -$23.8K -55 -6%