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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.82B
2
Morgan Stanley
Morgan Stanley
New York
$1.34B
3
FCM
Farallon Capital Management
California
$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$499M
5
Fisher Asset Management
Fisher Asset Management
Washington
$939M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
$0
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
3
FIS
Fundsmith Investment Services
Mauritius
$0
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$140M
5
Ameriprise
Ameriprise
Minnesota
$907M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAS
1176
Mason Investment Advisory Services
Virginia
$316K +$1.17K +3 +0.4%
TCM
1177
Tufton Capital Management
Maryland
$315K +$5.84K +15 +2%
AF
1178
Arrow Financial
New York
$315K – – –
SWM
1179
SeaCrest Wealth Management
New York
$314K +$9.34K +24 +3%
BLAM
1180
Bourne Lent Asset Management
New York
$313K +$389 +1 +0.1%
ECM
1181
Elgethun Capital Management
South Dakota
$312K – – –
HCA
1182
Horan Capital Advisors
Ohio
$311K – – –
FC
1183
FORA Capital
Florida
$311K +$311K +800 New
AA
1184
Alta Advisers
United Kingdom
$311K – – –
BFA
1185
Bragg Financial Advisors
North Carolina
$309K -$37.8K -97 -11%
BWA
1186
BlueSky Wealth Advisors
North Carolina
$309K +$4.67K +12 +2%
VC
1187
Veracity Capital
Georgia
$308K -$1.56K -4 -0.5%
CWP
1188
Curated Wealth Partners
California
$307K +$78.6K +202 +34%
HPIA
1189
Hamilton Point Investment Advisors
North Carolina
$307K -$43.2K -111 -12%
OC
1190
Oakworth Capital
Alabama
$307K -$8.17K -21 -3%
GM
1191
GeoWealth Management
Illinois
$305K -$321K -826 -51%
CWM
1192
Chesapeake Wealth Management
Virginia
$305K -$15.6K -40 -5%
LB
1193
Legacy Bridge
Iowa
$304K +$33.9K +87 +13%
GBT
1194
Grove Bank & Trust
Florida
$304K +$5.46K +14 +2%
SPC
1195
Sigma Planning Corp
Michigan
$303K -$49.1K -126 -14%
TWA
1196
TCI Wealth Advisors
Arizona
$303K +$37.8K +97 +14%
AR
1197
Apeiron RIA
Texas
$301K +$5.06K +13 +2%
RFM
1198
Royal Fund Management
Florida
$301K – – –
FBA
1199
Front Barnett Associates
Illinois
$300K – – –
CT
1200
Coastline Trust
Rhode Island
$299K -$152K -390 -34%
46 47
48
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