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Intuit
INTU

Overview Fund Activity

1,657 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M

Top Buyers

1
NHC
Nicholas Hoffman & Company
Georgia
+$1.27B
2
ClearBridge Investments
ClearBridge Investments
New York
+$356M
3
Tiger Global Management
Tiger Global Management
New York
+$281M
4
Amundi
Amundi
France
+$272M
5
Goldman Sachs
Goldman Sachs
New York
+$244M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$663M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$622M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$592M
4
Sands Capital Management
Sands Capital Management
Virginia
-$455M
5
Invesco
Invesco
Georgia
-$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
1126
Argus Investors Counsel
New York
$514K -$2.75K -6 -0.5%
CC
1127
Centiva Capital
New York
$514K -$1.29M -2,826 -72%
FF
1128
Fluent Financial
Texas
$514K +$514K +1,121 New
IFWM
1129
Institute for Wealth Management
Colorado
$513K -$17K -37 -3%
TC
1130
Truvestments Capital
Florida
$512K – – –
TA
1131
Trellis Advisors
Washington
$509K – – –
C
1132
Certuity
Florida
$508K -$45.8K -100 -8%
WWP
1133
WR Wealth Planners
Missouri
$506K +$12.8K +28 +3%
SCM
1134
Schnieders Capital Management
California
$505K -$91.6K -200 -15%
KWM
1135
Kolinsky Wealth Management
New Jersey
$505K -$127K -278 -20%
CFG
1136
Cooper Financial Group
California
$502K +$60K +131 +14%
MOS
1137
MGO One Seven
Ohio
$501K +$48.6K +106 +11%
FFM
1138
Forum Financial Management
Illinois
$499K +$10.5K +23 +2%
MIH
1139
Meitav Investment House
Israel
$497K +$116K +254 +30%
HFW
1140
Horizon Family Wealth
Illinois
$494K -$33.5K -73 -6%
OC
1141
Oarsman Capital
Wisconsin
$492K -$22K -48 -4%
GIA
1142
Gladstone Institutional Advisory
Florida
$492K +$6.87K +15 +1%
UIA
1143
Ulland Investment Advisors
Minnesota
$491K -$11.5K -25 -2%
CAM
1144
Concorde Asset Management
Michigan
$491K +$264K +576 +116%
FNBOH
1145
First National Bank of Hutchinson
Kansas
$488K – – –
WAG
1146
Wallace Advisory Group
California
$488K – – –
EWM
1147
Evercore Wealth Management
New York
$485K -$57.3K -125 -11%
YC
1148
Yarbrough Capital
Tennessee
$483K – – –
PP
1149
PDS Planning
Ohio
$483K +$89.8K +196 +23%
KFP
1150
KMG Fiduciary Partners
Ohio
$481K -$4.58K -10 -0.9%
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