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Intuit
INTU

Overview Fund Activity

1,899 hedge funds and large institutions have $149B invested in Intuit in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 676 increasing their positions, 668 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
+170
Holders Change %
+9.83%
% of All Funds
27.84%
Holding in Top 10
102
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.15%
% of All Funds
1.5%
New
292
Increased
676
Reduced
668
Closed
99
Calls
$1.58B
Puts
$2.08B
Net Calls
-$505M
Net Calls Change
-$382M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806M
4
LPC
Lone Pine Capital
Connecticut
+$468M
5
Parnassus Investments
Parnassus Investments
California
+$455M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.08B
2
Coatue Management
Coatue Management
New York
-$456M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
4
Tiger Global Management
Tiger Global Management
New York
-$260M
5
PI
Putnam Investments
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
1201
Forum Financial Management
Illinois
$693K – – –
TC
1202
Truvestments Capital
Florida
$692K -$8.75K -14 -1%
FCH
1203
Freestone Capital Holdings
Washington
$684K +$109K +174 +19%
MIH
1204
Meitav Investment House
Israel
$684K – – –
AC
1205
Abbrea Capital
California
$684K +$18.8K +30 +3%
BC
1206
Burney Company
Virginia
$684K +$8.13K +13 +1%
EWM
1207
Evercore Wealth Management
New York
$683K +$8.75K +14 +1%
NB
1208
NBT Bank
New York
$683K +$183K +293 +37%
IFWM
1209
Institute for Wealth Management
Colorado
$681K -$12.5K -20 -2%
PP
1210
PDS Planning
Ohio
$679K -$1.88K -3 -0.3%
KWM
1211
Kolinsky Wealth Management
New Jersey
$676K -$23.8K -38 -3%
BP
1212
BBR Partners
New York
$672K +$672K +1,075 New
AIC
1213
Argus Investors Counsel
New York
$669K -$17.5K -28 -3%
GWMR
1214
GC Wealth Management RIA
Massachusetts
$665K +$665K +1,064 New
YC
1215
Yarbrough Capital
Tennessee
$659K – – –
PTC
1216
Private Trust Company
Ohio
$659K +$12.5K +20 +2%
TIA
1217
Tiemann Investment Advisors
California
$657K +$46.9K +75 +8%
KFP
1218
KMG Fiduciary Partners
Ohio
$656K – – –
IIA
1219
ICW Investment Advisors
Arizona
$653K +$625 +1 +0.1%
ICG
1220
InterOcean Capital Group
Tennessee
$650K +$46.3K +74 +8%
CPW
1221
Catalyst Private Wealth
California
$649K -$43.8K -70 -6%
BCG
1222
Breakwater Capital Group
New Jersey
$647K +$27.1K +43 +4%
WBG
1223
Wharton Business Group
Pennsylvania
$647K – – –
CT
1224
Chicago Trust
Illinois
$641K -$93.8K -150 -13%
SHGA
1225
Sand Hill Global Advisors
California
$638K – – –
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