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Intuit
INTU

Overview Fund Activity

1,657 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M

Top Buyers

1
NHC
Nicholas Hoffman & Company
Georgia
+$1.27B
2
ClearBridge Investments
ClearBridge Investments
New York
+$356M
3
Tiger Global Management
Tiger Global Management
New York
+$281M
4
Amundi
Amundi
France
+$272M
5
Goldman Sachs
Goldman Sachs
New York
+$244M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$663M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$622M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$592M
4
Sands Capital Management
Sands Capital Management
Virginia
-$455M
5
Invesco
Invesco
Georgia
-$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1176
MONECO Advisors
Connecticut
$444K +$5.5K +12 +1%
WANY
1177
Wealthspire Advisors (New York)
New York
$444K +$19.2K +42 +5%
CD
1178
Chapin Davis
Maryland
$435K +$1.83K +4 +0.4%
BCG
1179
Breakwater Capital Group
New Jersey
$435K +$435K +949 New
RPWA
1180
Regent Peak Wealth Advisors
Georgia
$434K +$3.67K +8 +0.9%
WC
1181
Woodstock Corp
Massachusetts
$433K -$7.79K -17 -2%
JF
1182
Jump Financial
Illinois
$429K +$429K +936 New
BFA
1183
Beaumont Financial Advisors
Massachusetts
$427K +$43.1K +94 +11%
PFBT
1184
Parkside Financial Bank & Trust
Missouri
$425K +$121K +265 +40%
LIM
1185
Leavell Investment Management
Alabama
$425K – – –
WA
1186
Wealthstar Advisors
Texas
$424K – – –
MLL
1187
Moody Lynn & Lieberson
Massachusetts
$422K +$3.21K +7 +0.8%
AA
1188
Axiom Advisory
California
$419K +$916 +2 +0.2%
BHBT
1189
Burke & Herbert Bank & Trust
Virginia
$418K – – –
NAS
1190
Nicolet Advisory Services
Wisconsin
$417K +$10.4K +23 +3%
AWM
1191
Avitas Wealth Management
California
$415K -$5.96K -13 -1%
GGI
1192
Godsey & Gibb Inc
Virginia
$415K – – –
AFT
1193
Alpha Family Trust
California
$415K – – –
SACTSONJ
1194
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$412K – – –
TCM
1195
Telos Capital Management
California
$412K – – –
BDFN
1196
Bond & Devick Financial Network
Minnesota
$412K – – –
JAG
1197
Journey Advisory Group
Kentucky
$411K +$9.16K +20 +2%
PWMAG
1198
Pinnacle Wealth Management Advisory Group
New Jersey
$409K -$458 -1 -0.1%
PI
1199
PFG Investments
New York
$407K +$46.3K +101 +13%
HCA
1200
Horan Capital Advisors
Ohio
$405K – – –
46 47
48
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