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Intuit
INTU

Overview Fund Activity

1,899 hedge funds and large institutions have $149B invested in Intuit in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 676 increasing their positions, 668 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
+170
Holders Change %
+9.83%
% of All Funds
27.84%
Holding in Top 10
102
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.15%
% of All Funds
1.5%
New
292
Increased
676
Reduced
668
Closed
99
Calls
$1.58B
Puts
$2.08B
Net Calls
-$505M
Net Calls Change
-$382M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806M
4
LPC
Lone Pine Capital
Connecticut
+$468M
5
Parnassus Investments
Parnassus Investments
California
+$455M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.08B
2
Coatue Management
Coatue Management
New York
-$456M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
4
Tiger Global Management
Tiger Global Management
New York
-$260M
5
PI
Putnam Investments
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
HG
1126
Harbor Group
New Hampshire
$831K – – –
ST
1127
Spinnaker Trust
Maine
$831K – – –
PA
1128
Pinnacle Associates
New York
$830K +$1.88K +3 +0.2%
FAFN
1129
First Affirmative Financial Network
Colorado
$828K +$8.13K +13 +1%
Fiera Capital (Canada)
1130
Fiera Capital (Canada)
Quebec, Canada
$827K -$676K -1,081 -45%
PWAM
1131
Pinnacle West Asset Management
Wyoming
$825K +$81.3K +130 +11%
GWM
1132
Geneos Wealth Management
Colorado
$824K -$43.1K -69 -5%
RWPA
1133
Richard W. Paul & Associates
Michigan
$823K -$53.8K -86 -6%
AWM
1134
Act Wealth Management
Texas
$822K -$6.88K -11 -0.8%
PFG
1135
PAX Financial Group
Texas
$821K -$91.4K -140 -10%
JFL
1136
Jarislowsky, Fraser Ltd
Quebec, Canada
$819K +$819K +1,311 New
ECA
1137
Elevated Capital Advisors
Utah
$813K +$14.4K +23 +2%
SDIC
1138
South Dakota Investment Council
South Dakota
$813K -$188K -300 -19%
VFA
1139
Voya Financial Advisors
Connecticut
$807K -$50.9K -81 -6%
WWP
1140
WR Wealth Planners
Missouri
$807K +$85.6K +137 +12%
GT
1141
Glenview Trust
Kentucky
$807K +$163K +260 +25%
CCA
1142
Childress Capital Advisors
Texas
$806K -$73.8K -118 -8%
FNBT
1143
FineMark National Bank & Trust
Florida
$803K -$53.1K -85 -6%
BWP
1144
Baldwin Wealth Partners
Massachusetts
$802K +$17.5K +28 +2%
SHFA
1145
SS&H Financial Advisors
Michigan
$797K -$1.25K -2 -0.2%
NHT
1146
New Hampshire Trust
New Hampshire
$795K -$6.25K -10 -0.8%
HPM
1147
Hoxton Planning & Management
West Virginia
$793K +$2.5K +4 +0.3%
BCMO
1148
Buckingham Capital Management (Ohio)
Ohio
$783K +$528K +844 +206%
EA
1149
Everpar Advisors
Oklahoma
$782K +$782K +1,251 New
CPA
1150
Cardiff Park Advisors
California
$780K +$1.88K +3 +0.2%
44 45
46
47 48