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Intuit

1,667 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
UIA
1151
Ulland Investment Advisors
Minnesota
$491K -$10.9K -25 -2%
CAM
1152
Concorde Asset Management
Michigan
$491K +$252K +576 +116%
FNBOH
1153
First National Bank of Hutchinson
Kansas
$488K
WAG
1154
Wallace Advisory Group
California
$488K
EWM
1155
Evercore Wealth Management
New York
$485K -$54.7K -125 -11%
YC
1156
Yarbrough Capital
Tennessee
$483K
PP
1157
PDS Planning
Ohio
$483K +$85.8K +196 +23%
KFP
1158
KMG Fiduciary Partners
Ohio
$481K -$4.38K -10 -0.9%
PWAM
1159
Pinnacle West Asset Management
Wyoming
$481K -$10.9K -25 -2%
AC
1160
Abbrea Capital
California
$481K +$19.7K +45 +4%
IIA
1161
ICW Investment Advisors
Arizona
$477K +$20.1K +46 +5%
AC
1162
Allstate Corporation
Illinois
$476K +$2.63K +6 +0.6%
SP
1163
Symmetry Partners
Connecticut
$476K
WBG
1164
Wharton Business Group
Pennsylvania
$474K
SHGA
1165
Sand Hill Global Advisors
California
$472K -$74K -169 -14%
BC
1166
Burney Company
Virginia
$472K -$59.1K -135 -12%
FPAS
1167
Focus Partners Advisor Solutions
Missouri
$468K +$7.01K +16 +2%
GT
1168
Glenview Trust
Kentucky
$464K +$443K +1,012 New
IAS
1169
Insigneo Advisory Services
Florida
$460K +$439K +1,003 New
TI
1170
Truepoint Inc
Ohio
$459K +$439K +1,002 New
LOAMU
1171
Lombard Odier Asset Management (USA)
New York
$458K
RC
1172
RBF Capital
California
$458K
EH
1173
Equitable Holdings
New York
$458K +$437K +999 New
AWA
1174
Aaron Wealth Advisors
Illinois
$457K +$60K +137 +16%
SIM
1175
Studio Investment Management
Illinois
$456K +$7.01K +16 +2%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.