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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
1126
Pinnacle Wealth Management Advisory Group
New Jersey
$365K +$28.8K +74 +9%
EP
1127
Edgestream Partners
New Jersey
$364K -$328K -843 -47%
LC
1128
Lavaca Capital
Texas
$363K +$363K +933 New
CCM
1129
Chimera Capital Management
New York
$363K +$363K +932 New
GA
1130
GraniteShares Advisors
New York
$361K -$42.4K -109 -11%
LIM
1131
Leavell Investment Management
Alabama
$361K – – –
TIA
1132
Tiemann Investment Advisors
California
$360K -$37K -95 -9%
WA
1133
Wealthstar Advisors
Texas
$360K – – –
TWM
1134
Tanager Wealth Management
United Kingdom
$360K +$69.7K +179 +24%
NMG
1135
New Millennium Group
Utah
$357K -$10.5K -27 -3%
FNBOH
1136
First National Bank of Hutchinson
Kansas
$357K -$68.9K -177 -16%
MLL
1137
Moody Lynn & Lieberson
Massachusetts
$356K -$29.2K -75 -8%
PCIA
1138
Prime Capital Investment Advisors
Kansas
$355K +$355K +913 New
RIM
1139
Redwood Investment Management
Arizona
$355K -$161K -413 -31%
BHBT
1140
Burke & Herbert Bank & Trust
Virginia
$355K – – –
SIC
1141
Samalin Investment Counsel
New York
$355K +$779 +2 +0.2%
CIA
1142
Choate Investment Advisors
Massachusetts
$355K -$111K -284 -24%
CA
1143
Crewe Advisors
Utah
$353K +$201K +517 +132%
OIS
1144
Okabena Investment Services
Minnesota
$350K -$363K -933 -51%
TCM
1145
Telos Capital Management
California
$350K -$117K -300 -25%
SACTSONJ
1146
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$350K – – –
BDFN
1147
Bond & Devick Financial Network
Minnesota
$350K – – –
RSWM
1148
Robertson Stephens Wealth Management
California
$350K +$103K +264 +42%
TC
1149
TwinBeech Capital
New York
$348K +$348K +894 New
GL
1150
Graypoint LLC
New York
$348K -$127K -327 -27%
44 45
46
47 48