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Intuit

1,667 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, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1126
Mutual Advisors
Nebraska
$531K -$430K -983 -46%
RMCM
1127
Reynders McVeigh Capital Management
Massachusetts
$530K -$10.1K -23 -2%
SLG
1128
Stanley-Laman Group
Pennsylvania
$527K
FHA
1129
Flagship Harbor Advisors
Massachusetts
$518K -$4.82K -11 -1%
RWB
1130
RMR Wealth Builders
New Jersey
$516K -$428K -977 -46%
IIC
1131
Integrated Investment Consultants
Michigan
$516K +$6.13K +14 +1%
MFG
1132
Magnus Financial Group
New York
$515K -$3.5K -8 -0.7%
TSS
1133
Two Sigma Securities
New York
$515K +$189K +432 +63%
AIC
1134
Argus Investors Counsel
New York
$514K -$2.63K -6 -0.5%
CC
1135
Centiva Capital
New York
$514K -$1.24M -2,826 -72%
FF
1136
Fluent Financial
Texas
$514K +$491K +1,121 New
IFWM
1137
Institute for Wealth Management
Colorado
$513K -$16.2K -37 -3%
TC
1138
Truvestments Capital
Florida
$512K
TA
1139
Trellis Advisors
Washington
$509K
C
1140
Certuity
Florida
$508K -$43.8K -100 -8%
WWP
1141
WR Wealth Planners
Missouri
$506K +$12.3K +28 +3%
SCM
1142
Schnieders Capital Management
California
$505K -$87.6K -200 -15%
KWM
1143
Kolinsky Wealth Management
New Jersey
$505K -$122K -278 -20%
CFG
1144
Cooper Financial Group
California
$502K +$57.4K +131 +14%
MOS
1145
MGO One Seven
Ohio
$501K +$46.4K +106 +11%
FFM
1146
Forum Financial Management
Illinois
$499K +$10.1K +23 +2%
MIH
1147
Meitav Investment House
Israel
$497K +$111K +254 +30%
HFW
1148
Horizon Family Wealth
Illinois
$494K -$32K -73 -6%
OC
1149
Oarsman Capital
Wisconsin
$492K -$21K -48 -4%
GIA
1150
Gladstone Institutional Advisory
Florida
$492K +$6.57K +15 +1%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.