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Intuit
INTU

Overview Fund Activity

1,602 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 659 increasing their positions, 558 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
+51
Holders Change %
+3.29%
% of All Funds
25.64%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.3%
New
167
Increased
659
Reduced
558
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.05B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$574M
3
Artisan Partners
Artisan Partners
Wisconsin
+$304M
4
Bank of America
Bank of America
North Carolina
+$247M
5
Tiger Global Management
Tiger Global Management
New York
+$199M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$695M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$442M
3
FPP
Findlay Park Partners
United Kingdom
-$363M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$264M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
1151
Woodstock Corp
Massachusetts
$428K -$14.3K -32 -3%
MA
1152
MONECO Advisors
Connecticut
$427K +$43.3K +97 +11%
CD
1153
Chapin Davis
Maryland
$421K -$446 -1 -0.1%
BL
1154
Balentine LLC
Georgia
$420K -$137K -308 -25%
RPWA
1155
Regent Peak Wealth Advisors
Georgia
$418K -$16.1K -36 -4%
LIM
1156
Leavell Investment Management
Alabama
$413K – – –
BTI
1157
Blue Trust Inc
Georgia
$413K +$21K +54 +5%
WANY
1158
Wealthspire Advisors (New York)
New York
$413K +$413K +926 New
WA
1159
Wealthstar Advisors
Texas
$412K – – –
FAFN
1160
First Affirmative Financial Network
Colorado
$410K +$22.3K +50 +6%
AWM
1161
Avitas Wealth Management
California
$409K -$11.1K -25 -3%
NMG
1162
New Millennium Group
Utah
$409K -$1.34K -3 -0.3%
MLL
1163
Moody Lynn & Lieberson
Massachusetts
$408K – – –
SIC
1164
Samalin Investment Counsel
New York
$407K +$892 +2 +0.2%
BHBT
1165
Burke & Herbert Bank & Trust
Virginia
$407K – – –
GGI
1166
Godsey & Gibb Inc
Virginia
$403K +$403K +905 New
AFT
1167
Alpha Family Trust
California
$403K +$165K +370 +69%
TL
1168
Tradewinds LLC
North Carolina
$403K +$403K +904 New
Koshinski Asset Management
1169
Koshinski Asset Management
Illinois
$403K +$131K +293 +48%
HIA
1170
Harbor Investment Advisory
Maryland
$402K +$63.3K +142 +19%
NAS
1171
Nicolet Advisory Services
Wisconsin
$402K +$92.9K +208 +30%
AA
1172
Axiom Advisory
California
$402K -$125K -283 -24%
WAC
1173
William Allan Corp
Colorado
$402K -$22.3K -50 -5%
SACTSONJ
1174
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$401K – – –
TCM
1175
Telos Capital Management
California
$401K – – –
45 46
47
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