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Intuit
INTU

Overview Fund Activity

1,602 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 659 increasing their positions, 558 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
+51
Holders Change %
+3.29%
% of All Funds
25.64%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.3%
New
167
Increased
659
Reduced
558
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.05B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$574M
3
Artisan Partners
Artisan Partners
Wisconsin
+$304M
4
Bank of America
Bank of America
North Carolina
+$247M
5
Tiger Global Management
Tiger Global Management
New York
+$199M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$695M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$442M
3
FPP
Findlay Park Partners
United Kingdom
-$363M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$264M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDFN
1176
Bond & Devick Financial Network
Minnesota
$401K – – –
PWMAG
1177
Pinnacle Wealth Management Advisory Group
New Jersey
$398K -$20.1K -45 -5%
RSWM
1178
Robertson Stephens Wealth Management
California
$396K -$4.46K -10 -1%
HCA
1179
Horan Capital Advisors
Ohio
$394K +$37K +83 +10%
JAG
1180
Journey Advisory Group
Kentucky
$391K +$10.7K +24 +3%
PFA
1181
Pathway Financial Advisors
Vermont
$387K – – –
CT
1182
Clearstead Trust
Maine
$385K +$891 +2 +0.2%
BTWM
1183
Baker Tilly Wealth Management
Wisconsin
$384K +$384K +862 New
AWA
1184
Aaron Wealth Advisors
Illinois
$384K +$47.3K +106 +14%
PP
1185
PDS Planning
Ohio
$383K +$76.2K +171 +25%
WAG
1186
Winthrop Advisory Group
Massachusetts
$380K -$892 -2 -0.2%
HBT
1187
Heartland Bank & Trust
Illinois
$377K -$741K -1,662 -66%
AOWM
1188
Alpha Omega Wealth Management
Virginia
$376K -$5.35K -12 -1%
HPIA
1189
Hamilton Point Investment Advisors
North Carolina
$375K +$23.6K +53 +7%
MCA
1190
MSH Capital Advisors
Arizona
$375K +$446 +1 +0.1%
MIH
1191
Meitav Investment House
Israel
$375K +$375K +838 New
TCM
1192
Tufton Capital Management
Maryland
$374K +$13.4K +30 +4%
BFA
1193
Beaumont Financial Advisors
Massachusetts
$373K +$1.78K +4 +0.5%
PCM
1194
Prelude Capital Management
New York
$372K +$372K +834 New
TCM
1195
Traynor Capital Management
Pennsylvania
$372K +$1.34K +3 +0.4%
GA
1196
GraniteShares Advisors
New York
$370K -$43.2K -97 -10%
BSC
1197
Brown Shipley & Co
United Kingdom
$370K +$370K +831 New
BFEC
1198
Benjamin F. Edwards & Company
Missouri
$367K -$5.35K -12 -1%
CA
1199
Crewe Advisors
Utah
$365K -$40.1K -90 -10%
GBT
1200
Grove Bank & Trust
Florida
$362K +$14.3K +32 +4%
46 47
48
49 50