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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 %
PSP
1201
Principal Street Partners
Tennessee
$298K +$54.9K +141 +23%
PL
1202
Plancorp LLC
Missouri
$297K +$2.34K +6 +0.8%
VC
1203
Veery Capital
Delaware
$296K -$12.1K -31 -4%
HIA
1204
Harbor Investment Advisory
Maryland
$296K +$98.5K +253 +50%
OCM
1205
Orchard Capital Management
Illinois
$295K – – –
HHGA
1206
Halbert Hargrove Global Advisors
California
$294K +$6.62K +17 +2%
AWA
1207
Aaron Wealth Advisors
Illinois
$294K -$101K -260 -26%
TPWA
1208
TRUE Private Wealth Advisors
Oregon
$294K +$45.9K +118 +19%
STA
1209
Summit Trail Advisors
New York
$293K +$22.2K +57 +8%
GCP
1210
Gill Capital Partners
Colorado
$293K – – –
TBWA
1211
Three Bridge Wealth Advisors
California
$291K -$1.01M -2,602 -78%
RF
1212
RHS Financial
California
$290K -$36.2K -93 -11%
TAM
1213
Trillium Asset Management
Massachusetts
$290K +$290K +746 New
TFF
1214
The Family Firm
Maryland
$289K +$389 +1 +0.1%
IFS
1215
Ifrah Financial Services
Arkansas
$288K -$6.62K -17 -2%
SP
1216
Successful Portfolios
Florida
$288K -$16.8K -43 -5%
SCM
1217
Stevens Capital Management
Pennsylvania
$286K -$574K -1,474 -67%
DIS
1218
Diversified Investment Strategies
Louisiana
$285K -$11.3K -29 -4%
JAFL
1219
Jay A. Fishman Ltd
Michigan
$285K – – –
SEA
1220
Stegent Equity Advisors
Texas
$284K – – –
JBA
1221
Johnson Bixby & Associates
Washington
$282K – – –
GD
1222
Grandfield & Dodd
New York
$281K – – –
NIMI
1223
Natixis Investment Managers International
France
$281K -$3.5K -9 -1%
PS
1224
Planned Solutions
California
$281K – – –
TNB
1225
Thomasville National Bank
Georgia
$281K – – –
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