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Intuit

1,729 hedge funds and large institutions have $118B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 627 increasing their positions, 659 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+72
Holders Change %
+4.35%
% of All Funds
27.57%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.55%
New
177
Increased
627
Reduced
659
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
ALAM
1151
Asahi Life Asset Management
Japan
$572K -$81.8K -160 -13%
KWM
1152
Kolinsky Wealth Management
New Jersey
$572K +$6.13K +12 +1%
TA
1153
Trellis Advisors
Washington
$568K +$511 +1 +0.1%
FNBOH
1154
First National Bank of Hutchinson
Kansas
$568K +$23K +45 +4%
IAN
1155
Integrated Advisors Network
Texas
$567K -$74.1K -145 -12%
IFWM
1156
Institute for Wealth Management
Colorado
$567K -$5.11K -10 -0.9%
CPW
1157
Catalyst Private Wealth
California
$566K -$86.9K -170 -13%
FFM
1158
Forum Financial Management
Illinois
$566K +$10.2K +20 +2%
FPAS
1159
Focus Partners Advisor Solutions
Missouri
$566K +$43.4K +85 +8%
TI
1160
Truepoint Inc
Ohio
$565K +$52.6K +103 +10%
MC
1161
Maverick Capital
Texas
$563K +$563K +1,102 New
CFG
1162
Cooper Financial Group
California
$563K +$2.56K +5 +0.5%
AIC
1163
Argus Investors Counsel
New York
$561K -$12.3K -24 -2%
MIH
1164
Meitav Investment House
Israel
$561K
MA
1165
MJP Associates
Connecticut
$557K +$114K +224 +26%
PP
1166
PDS Planning
Ohio
$557K +$18.4K +36 +3%
BC
1167
Burney Company
Virginia
$552K +$26.1K +51 +5%
HFW
1168
Horizon Family Wealth
Illinois
$552K +$1.02K +2 +0.2%
EWM
1169
Evercore Wealth Management
New York
$551K +$10.7K +21 +2%
OIA
1170
OneDigital Investment Advisors
Kansas
$546K -$133K -260 -20%
AC
1171
Abbrea Capital
California
$544K +$7.67K +15 +1%
CIA
1172
Capital Investment Advisors
Georgia
$543K -$123K -241 -18%
HIA
1173
Harbor Investment Advisory
Maryland
$542K -$91.5K -179 -14%
WAG
1174
Wallace Advisory Group
California
$542K +$39.9K +87 +8%
RPWA
1175
Regent Peak Wealth Advisors
Georgia
$541K +$57.8K +113 +12%