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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
CAM
1201
Concorde Asset Management
Michigan
$523K -$23.8K -47 -4%
SHGA
1202
Sand Hill Global Advisors
California
$521K -$5.57K -11 -1%
PCTC
1203
Perkins Coie Trust Company
Washington
$519K +$514K +1,015 New
MS
1204
Maven Securities
Jersey
$513K +$508K +1,004 New
TPWA
1205
TRUE Private Wealth Advisors
Oregon
$513K +$17.2K +34 +4%
RC
1206
RBF Capital
California
$511K
MAM
1207
MWA Asset Management
Massachusetts
$510K +$505K +998 New
WSTAM
1208
Wilbanks Smith & Thomas Asset Management
Virginia
$509K +$10.1K +20 +2%
KWM
1209
KFG Wealth Management
Indiana
$508K +$63.8K +126 +15%
CGA
1210
Crescent Grove Advisors
Illinois
$506K
CBT
1211
CoreFirst Bank & Trust
Kansas
$505K +$4.55K +9 +0.9%
CT
1212
Caldwell Trust
Florida
$504K
CIC
1213
Chase Investment Counsel
Virginia
$500K +$496K +980 New
MC
1214
Machina Capital
France
$499K +$494K +977 New
TIA
1215
Tiemann Investment Advisors
California
$499K
TCM
1216
Traynor Capital Management
Pennsylvania
$498K +$64.8K +128 +15%
MA
1217
MONECO Advisors
Connecticut
$498K +$3.04K +6 +0.6%
SPC
1218
Sigma Planning Corp
Michigan
$497K +$97.7K +193 +25%
TWM
1219
Tolleson Wealth Management
Texas
$495K
ICG
1220
InterOcean Capital Group
Tennessee
$494K -$268K -529 -35%
PFBT
1221
Parkside Financial Bank & Trust
Missouri
$487K +$12.7K +25 +3%
AWM
1222
Accurate Wealth Management
Florida
$487K +$184K +363 +67%
WP
1223
Waycross Partners
Kentucky
$485K -$202K -400 -30%
BBA
1224
Braun-Bostich & Associates
Pennsylvania
$485K +$481K +950 New
CD
1225
Chapin Davis
Maryland
$485K