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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
1151
Moloney Securities Asset Management
Missouri
$341K +$341K +875 New
PGIM
1152
Pacific Global Investment Management
California
$340K +$389 +1 +0.1%
FAFN
1153
First Affirmative Financial Network
Colorado
$338K +$83.7K +215 +33%
PFA
1154
Pathway Financial Advisors
Vermont
$338K – – –
IIA
1155
ICW Investment Advisors
Arizona
$337K -$1.56K -4 -0.5%
CT
1156
Clearstead Trust
Maine
$336K +$779 +2 +0.2%
MA
1157
MONECO Advisors
Connecticut
$335K +$389 +1 +0.1%
AC
1158
ASB Consultores
Florida
$334K -$140K -360 -30%
AOWM
1159
Alpha Omega Wealth Management
Virginia
$333K – – –
WAG
1160
Winthrop Advisory Group
Massachusetts
$332K – – –
CWMU
1161
Caliber Wealth Management (Utah)
Utah
$332K +$332K +854 New
JAG
1162
Journey Advisory Group
Kentucky
$332K -$20.6K -53 -6%
IAIM
1163
International Assets Investment Management
Florida
$332K +$332K +30,777 New
OIA
1164
OneDigital Investment Advisors
Kansas
$331K -$46.3K -119 -12%
CFG
1165
Cooper Financial Group
California
$330K +$82.2K +211 +33%
CS
1166
Comerica Securities
Michigan
$330K +$36.6K +94 +12%
MCA
1167
MSH Capital Advisors
Arizona
$327K -$11.3K -29 -3%
EFG
1168
Everhart Financial Group
Ohio
$327K -$267K -686 -45%
JSW
1169
Journey Strategic Wealth
New Jersey
$325K -$23.4K -60 -7%
BFEC
1170
Benjamin F. Edwards & Company
Missouri
$325K +$26.9K +69 +9%
BFA
1171
Beaumont Financial Advisors
Massachusetts
$324K -$389 -1 -0.1%
TCM
1172
Traynor Capital Management
Pennsylvania
$323K +$3.89K +10 +1%
WMA
1173
Wealth Management Associates
New Jersey
$321K -$146K -375 -31%
DCM
1174
Dupont Capital Management
Delaware
$321K -$85.2K -219 -21%
AF
1175
Advisornet Financial
Minnesota
$317K -$7.78K -20 -2%
45 46
47
48 49