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Intuit
INTU

Overview Fund Activity

1,899 hedge funds and large institutions have $149B invested in Intuit in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 676 increasing their positions, 668 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
+170
Holders Change %
+9.83%
% of All Funds
27.84%
Holding in Top 10
102
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.15%
% of All Funds
1.5%
New
292
Increased
676
Reduced
668
Closed
99
Calls
$1.58B
Puts
$2.08B
Net Calls
-$505M
Net Calls Change
-$382M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806M
4
LPC
Lone Pine Capital
Connecticut
+$468M
5
Parnassus Investments
Parnassus Investments
California
+$455M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.08B
2
Coatue Management
Coatue Management
New York
-$456M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
4
Tiger Global Management
Tiger Global Management
New York
-$260M
5
PI
Putnam Investments
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
1151
Plimoth Trust
Massachusetts
$778K -$37.5K -60 -5%
AWA
1152
Arkadios Wealth Advisors
Georgia
$777K -$112K -179 -13%
VWM
1153
VCI Wealth Management
Missouri
$776K +$776K +1,242 New
MWM
1154
Meridian Wealth Management
Kentucky
$775K -$688K -1,100 -47%
NSIM
1155
North Star Investment Management
Illinois
$775K – – –
QWM
1156
Quadcap Wealth Management
Texas
$774K +$774K +1,239 New
ACL
1157
Applied Capital LLC
Florida
$773K -$90.6K -145 -10%
1SB
1158
1ST Source Bank
Indiana
$769K – – –
CA
1159
Claro Advisors
Massachusetts
$768K +$31.9K +51 +4%
MOS
1160
MGO One Seven
Ohio
$768K -$37.5K -60 -5%
FFO
1161
Fiduciary Family Office
Florida
$768K +$768K +1,228 New
SAG
1162
SageView Advisory Group
California
$767K +$451K +697 +143%
BB
1163
Busey Bank
Illinois
$763K +$763K +1,221 New
AWM
1164
Avitas Wealth Management
California
$760K +$209K +335 +38%
MCC
1165
Money Concepts Capital
Florida
$758K -$34.4K -55 -4%
WA
1166
Wealth Architects
California
$756K +$20.6K +33 +3%
PWP
1167
Principle Wealth Partners
Connecticut
$756K – – –
NRS
1168
Neville Rodie & Shaw
New York
$754K – – –
TPM
1169
Triasima Portfolio Management
Quebec, Canada
$753K -$18.8K -30 -2%
GA
1170
Geller Advisors
New York
$752K +$12.5K +20 +2%
AWA
1171
Authentikos Wealth Advisory
California
$744K – – –
TPWA
1172
TRUE Private Wealth Advisors
Oregon
$743K +$116K +186 +19%
DF
1173
Donoghue Forlines
Massachusetts
$743K -$50.6K -81 -6%
IAN
1174
Integrated Advisors Network
Texas
$739K +$45K +72 +6%
DGAM
1175
Desjardins Global Asset Management
Quebec, Canada
$738K +$10K +16 +1%
45 46
47
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