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Intuit
INTU

Overview Fund Activity

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$536M
2
BlackRock
BlackRock
New York
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$444M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$434M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$329M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$793M
3
Edgewood Management
Edgewood Management
Connecticut
-$331M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$314M
5
Brown Advisory
Brown Advisory
Maryland
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLG
1201
Stanley-Laman Group
Pennsylvania
$748K – – –
RMCM
1202
Reynders McVeigh Capital Management
Massachusetts
$747K -$1.95K -3 -0.3%
PP
1203
PDS Planning
Ohio
$744K +$37.1K +57 +5%
FIC
1204
FCG Investment Company
Tennessee
$740K +$368K +566 +99%
TC
1205
Truvestments Capital
Florida
$735K +$15K +23 +2%
MFG
1206
Magnus Financial Group
New York
$734K +$650 +1 +0.1%
BCG
1207
Breakwater Capital Group
New Jersey
$733K +$66.3K +102 +10%
RPWA
1208
Regent Peak Wealth Advisors
Georgia
$733K +$2.6K +4 +0.4%
TCPG
1209
Trivant Custom Portfolio Group
California
$731K -$4.76M -7,322 -87%
CRI
1210
Colonial River Investments
Virginia
$731K +$731K +1,125 New
CWA
1211
CM Wealth Advisors
Ohio
$728K +$728K +1,136 New
CWM
1212
Concentric Wealth Management
California
$728K -$6.5K -10 -0.9%
KWM
1213
Kolinsky Wealth Management
New Jersey
$727K +$23.4K +36 +3%
FFM
1214
Forum Financial Management
Illinois
$725K +$5.2K +8 +0.7%
MIS
1215
Morningstar Investment Services
Illinois
$724K -$496K -765 -41%
BFA
1216
Beaumont Financial Advisors
Massachusetts
$720K +$114K +176 +19%
EWA
1217
Exencial Wealth Advisors
Oklahoma
$717K -$19.5K -30 -3%
QWM
1218
Quadcap Wealth Management
Texas
$712K -$93K -143 -12%
ZF
1219
Zega Financial
Florida
$712K +$712K +1,096 New
Koshinski Asset Management
1220
Koshinski Asset Management
Illinois
$711K +$180K +277 +34%
AC
1221
Abbrea Capital
California
$711K – – –
PFS
1222
Prospera Financial Services
Texas
$711K +$166K +256 +31%
FNBOH
1223
First National Bank of Hutchinson
Kansas
$710K -$10.4K -16 -1%
NB
1224
NBT Bank
New York
$710K – – –
CQS
1225
Credential Qtrade Securities
$708K -$1.8M -2,773 -72%
47 48
49
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