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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
1126
Dynamic Technology Lab
Singapore
$632K -$2.82M -5,580 -82%
TPM
1127
Triasima Portfolio Management
Quebec, Canada
$630K -$5.06K -10 -0.8%
1SB
1128
1ST Source Bank
Indiana
$628K -$23.3K -46 -4%
GW
1129
GW & Wade
Massachusetts
$628K +$13.7K +27 +2%
CPC
1130
Congress Park Capital
New York
$626K -$177K -350 -22%
PWP
1131
Principle Wealth Partners
Connecticut
$618K +$506 +1 +0.1%
NRS
1132
Neville Rodie & Shaw
New York
$617K
KP
1133
Keel Point
Alabama
$613K +$9.62K +19 +2%
AFS
1134
Aft Forsyth & Sober
Florida
$613K
AWA
1135
Authentikos Wealth Advisory
California
$609K
CL
1136
Choreo LLC
Illinois
$608K -$25.8K -51 -4%
PWAM
1137
Pinnacle West Asset Management
Wyoming
$608K +$70.8K +140 +13%
BOC
1138
Bull Oak Capital
California
$607K +$601K +1,188 New
KOCAA
1139
Knights of Columbus Asset Advisors
Connecticut
$607K +$601K +1,188 New
CA
1140
CGN Advisors
Kansas
$605K
SP
1141
Saranac Partners
$605K
GA
1142
Geller Advisors
New York
$604K -$22.8K -45 -4%
CA
1143
Claro Advisors
Massachusetts
$603K -$118K -233 -17%
WA
1144
Wealth Architects
California
$601K -$7.59K -15 -1%
CT
1145
Chicago Trust
Illinois
$601K -$5.06K -10 -0.8%
WPP
1146
Whalerock Point Partners
Rhode Island
$601K
DGAM
1147
Desjardins Global Asset Management
Quebec, Canada
$595K -$1.96M -3,883 -77%
RMCM
1148
Reynders McVeigh Capital Management
Massachusetts
$591K -$506 -1 -0.1%
WWP
1149
WR Wealth Planners
Missouri
$590K +$25.3K +50 +5%
NP
1150
NorthRock Partners
Minnesota
$588K +$90.1K +178 +18%

INTU Hedge Fund Activity: Q3 2023 in Review

1,740 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2023, worth a combined $119B — up 9.9% from $108B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new INTU positions and 88 closed out — a net gain of 90 holders — while 631 added to existing stakes and 662 trimmed.

The largest buyer was Coatue Management, adding an estimated $474M. The largest seller was Nicholas Hoffman & Company, exiting entirely with an estimated $1.27B sold.

  • 1,740 institutional investors held Intuit (INTU) as of Q3 2023, up from 1,667 in Q2 2023.
  • Funds reported $119B of Intuit stock for Q3 2023, up 9.9% quarter-over-quarter.
  • 178 funds opened new Intuit positions in Q3 2023 and 88 closed out, a net change of +90 holders.
  • The largest Intuit buyer in Q3 2023 was Coatue Management, an estimated $474M added.
  • The largest Intuit seller in Q3 2023 was Nicholas Hoffman & Company, an estimated $1.27B sold.

Based on aggregated 13F filings for Q3 2023.