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Intuit

1,729 hedge funds and large institutions have $118B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 627 increasing their positions, 659 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+72
Holders Change %
+4.35%
% of All Funds
27.57%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.55%
New
177
Increased
627
Reduced
659
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
AFS
1126
Aft Forsyth & Sober
Florida
$613K
AWA
1127
Authentikos Wealth Advisory
California
$609K
CL
1128
Choreo LLC
Illinois
$608K -$26.1K -51 -4%
PWAM
1129
Pinnacle West Asset Management
Wyoming
$608K +$71.5K +140 +13%
KOCAA
1130
Knights of Columbus Asset Advisors
Connecticut
$607K +$607K +1,188 New
BOC
1131
Bull Oak Capital
California
$607K +$607K +1,188 New
CA
1132
CGN Advisors
Kansas
$605K
GA
1133
Geller Advisors
New York
$604K -$23K -45 -4%
CA
1134
Claro Advisors
Massachusetts
$603K -$119K -233 -17%
WA
1135
Wealth Architects
California
$601K -$7.66K -15 -1%
CT
1136
Chicago Trust
Illinois
$601K -$5.11K -10 -0.8%
WPP
1137
Whalerock Point Partners
Rhode Island
$601K
DGAM
1138
Desjardins Global Asset Management
Quebec, Canada
$595K -$1.98M -3,883 -77%
RMCM
1139
Reynders McVeigh Capital Management
Massachusetts
$591K -$511 -1 -0.1%
WWP
1140
WR Wealth Planners
Missouri
$590K +$25.5K +50 +5%
NP
1141
NorthRock Partners
Minnesota
$588K +$90.9K +178 +18%
SLG
1142
Stanley-Laman Group
Pennsylvania
$588K
BAM
1143
Blueshift Asset Management
New Jersey
$588K +$588K +1,151 New
OLVIG
1144
Oliver Lagore Vanvalin Investment Group
Michigan
$588K -$8.18K -16 -1%
WA
1145
Wealthstar Advisors
Texas
$579K +$106K +208 +22%
CWM
1146
Concentric Wealth Management
California
$577K -$102K -200 -15%
SCM
1147
Schnieders Capital Management
California
$576K +$12.8K +25 +2%
FHA
1148
Flagship Harbor Advisors
Massachusetts
$576K -$1.53K -3 -0.3%
MFG
1149
Magnus Financial Group
New York
$575K +$511 +1 +0.1%
TC
1150
Truvestments Capital
Florida
$573K +$1.53K +3 +0.3%