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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
SLG
1151
Stanley-Laman Group
Pennsylvania
$588K
BAM
1152
Blueshift Asset Management
New Jersey
$588K +$582K +1,151 New
OLVIG
1153
Oliver Lagore Vanvalin Investment Group
Michigan
$588K -$8.1K -16 -1%
WA
1154
Wealthstar Advisors
Texas
$579K +$105K +208 +22%
CWM
1155
Concentric Wealth Management
California
$577K -$101K -200 -15%
SCM
1156
Schnieders Capital Management
California
$576K +$12.7K +25 +2%
FHA
1157
Flagship Harbor Advisors
Massachusetts
$576K -$1.52K -3 -0.3%
MFG
1158
Magnus Financial Group
New York
$575K +$506 +1 +0.1%
TC
1159
Truvestments Capital
Florida
$573K +$1.52K +3 +0.3%
ALAM
1160
Asahi Life Asset Management
Japan
$572K -$81K -160 -13%
KWM
1161
Kolinsky Wealth Management
New Jersey
$572K +$6.07K +12 +1%
TA
1162
Trellis Advisors
Washington
$568K +$506 +1 +0.1%
FNBOH
1163
First National Bank of Hutchinson
Kansas
$568K +$22.8K +45 +4%
IAN
1164
Integrated Advisors Network
Texas
$567K -$73.4K -145 -12%
IFWM
1165
Institute for Wealth Management
Colorado
$567K -$5.06K -10 -0.9%
CPW
1166
Catalyst Private Wealth
California
$566K -$86K -170 -13%
FFM
1167
Forum Financial Management
Illinois
$566K +$10.1K +20 +2%
FPAS
1168
Focus Partners Advisor Solutions
Missouri
$566K +$43K +85 +8%
TI
1169
Truepoint Inc
Ohio
$565K +$52.1K +103 +10%
MC
1170
Maverick Capital
Texas
$563K +$558K +1,102 New
CFG
1171
Cooper Financial Group
California
$563K +$2.53K +5 +0.5%
AIC
1172
Argus Investors Counsel
New York
$561K -$12.1K -24 -2%
MIH
1173
Meitav Investment House
Israel
$561K
MA
1174
MJP Associates
Connecticut
$557K +$113K +224 +26%
PP
1175
PDS Planning
Ohio
$557K +$18.2K +36 +3%

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.