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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1176
Burney Company
Virginia
$552K +$25.8K +51 +5%
HFW
1177
Horizon Family Wealth
Illinois
$552K +$1.01K +2 +0.2%
EWM
1178
Evercore Wealth Management
New York
$551K +$10.6K +21 +2%
OIA
1179
OneDigital Investment Advisors
Kansas
$546K -$132K -260 -20%
AC
1180
Abbrea Capital
California
$544K +$7.59K +15 +1%
CIA
1181
Capital Investment Advisors
Georgia
$543K -$122K -241 -18%
HIA
1182
Harbor Investment Advisory
Maryland
$542K -$90.6K -179 -14%
WAG
1183
Wallace Advisory Group
California
$542K +$44K +87 +8%
RPWA
1184
Regent Peak Wealth Advisors
Georgia
$541K +$57.2K +113 +12%
KWM
1185
Kingsview Wealth Management
Oregon
$539K -$67.8K -134 -11%
YC
1186
Yarbrough Capital
Tennessee
$539K
CBTWT
1187
Community Bank & Trust (Waco, Texas)
Texas
$537K +$22.3K +44 +3%
KFP
1188
KMG Fiduciary Partners
Ohio
$536K
CUAMC
1189
China Universal Asset Management Company
China
$533K +$368K +728 +230%
IIA
1190
ICW Investment Advisors
Arizona
$533K +$506 +1 +0.1%
EH
1191
Equitable Holdings
New York
$532K +$21.3K +42 +4%
SP
1192
Symmetry Partners
Connecticut
$531K
AC
1193
Allstate Corporation
Illinois
$531K
WBG
1194
Wharton Business Group
Pennsylvania
$529K
PTC
1195
Private Trust Company
Ohio
$529K -$1.43M -2,820 -73%
SPA
1196
Sherbrooke Park Advisers
New York
$527K -$743K -1,469 -59%
GT
1197
Glenview Trust
Kentucky
$527K +$9.62K +19 +2%
SF
1198
Symphony Financial
Texas
$526K -$160K -317 -24%
CWM
1199
Cornerstone Wealth Management
Missouri
$525K +$520K +1,028 New
RSWM
1200
Robertson Stephens Wealth Management
California
$524K +$84.5K +167 +19%

INTU Hedge Fund Activity: Q3 2023 in Review

1,740 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q3 2023, worth a combined $119B — up 9.9% from $108B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new INTU positions and 88 closed out — a net gain of 90 holders — while 631 added to existing stakes and 662 trimmed.

The largest buyer was Coatue Management, adding an estimated $474M. The largest seller was Nicholas Hoffman & Company, exiting entirely with an estimated $1.27B sold.

  • 1,740 institutional investors held Intuit (INTU) as of Q3 2023, up from 1,667 in Q2 2023.
  • Funds reported $119B of Intuit stock for Q3 2023, up 9.9% quarter-over-quarter.
  • 178 funds opened new Intuit positions in Q3 2023 and 88 closed out, a net change of +90 holders.
  • The largest Intuit buyer in Q3 2023 was Coatue Management, an estimated $474M added.
  • The largest Intuit seller in Q3 2023 was Nicholas Hoffman & Company, an estimated $1.27B sold.

Based on aggregated 13F filings for Q3 2023.