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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 %
KWM
1176
Kingsview Wealth Management
Oregon
$539K -$68.5K -134 -11%
YC
1177
Yarbrough Capital
Tennessee
$539K
CBTWT
1178
Community Bank & Trust (Waco, Texas)
Texas
$537K +$17K +44 +3%
KFP
1179
KMG Fiduciary Partners
Ohio
$536K
CUAMC
1180
China Universal Asset Management Company
China
$533K +$372K +728 +230%
IIA
1181
ICW Investment Advisors
Arizona
$533K +$511 +1 +0.1%
EH
1182
Equitable Holdings
New York
$532K +$21.5K +42 +4%
SP
1183
Symmetry Partners
Connecticut
$531K
AC
1184
Allstate Corporation
Illinois
$531K
WBG
1185
Wharton Business Group
Pennsylvania
$529K
PTC
1186
Private Trust Company
Ohio
$529K -$1.44M -2,820 -73%
SPA
1187
Sherbrooke Park Advisers
New York
$527K -$751K -1,469 -59%
GT
1188
Glenview Trust
Kentucky
$527K +$9.71K +19 +2%
SF
1189
Symphony Financial
Texas
$526K -$163K -317 -24%
CWM
1190
Cornerstone Wealth Management
Missouri
$525K +$525K +1,028 New
RSWM
1191
Robertson Stephens Wealth Management
California
$524K +$85.3K +167 +19%
CAM
1192
Concorde Asset Management
Michigan
$523K -$24K -47 -4%
SHGA
1193
Sand Hill Global Advisors
California
$521K -$5.62K -11 -1%
PCTC
1194
Perkins Coie Trust Company
Washington
$519K +$519K +1,015 New
MS
1195
Maven Securities
Jersey
$513K +$513K +1,004 New
TPWA
1196
TRUE Private Wealth Advisors
Oregon
$513K +$17.4K +34 +4%
RC
1197
RBF Capital
California
$511K
MAM
1198
MWA Asset Management
Massachusetts
$510K +$510K +998 New
WSTAM
1199
Wilbanks Smith & Thomas Asset Management
Virginia
$509K +$10.2K +20 +2%
KWM
1200
KFG Wealth Management
Indiana
$508K +$64.4K +126 +15%