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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1226
EverSource Wealth Advisors
Alabama
$264K +$86.8K +201 +42%
IDA
1227
Intelligence Driven Advisers
California
$263K -$36.7K -85 -12%
XS
1228
XR Securities
Illinois
$262K +$292K +677 New
JGUA
1229
John G. Ullman & Associates
New York
$261K
CWM
1230
Concentrum Wealth Management
California
$258K
BB
1231
Berkshire Bank
Massachusetts
$257K +$287K +664 New
SLT
1232
St Louis Trust
Missouri
$256K
GRP
1233
Global Retirement Partners
California
$255K +$30.7K +71 +13%
PFBT
1234
Parkside Financial Bank & Trust
Missouri
$255K +$34.6K +80 +14%
LOAMS
1235
Lombard Odier Asset Management (Switzerland)
Switzerland
$253K -$421K -975 -60%
FAFN
1236
First Affirmative Financial Network
Colorado
$253K +$2.59K +6 +0.9%
MC
1237
Machina Capital
France
$253K +$282K +653 New
LA
1238
Lifeworks Advisors
Michigan
$251K -$816K -1,888 -76%
T
1239
TCWP
Ohio
$249K -$31.5K -73 -10%
HFAS
1240
Hummer Financial Advisory Services
Illinois
$248K
CNB
1241
Camden National Bank
Maine
$247K
CFG
1242
Cooper Financial Group
California
$247K +$19K +44 +7%
WWM
1243
Western Wealth Management
Colorado
$247K +$277K +642 New
WWP
1244
WR Wealth Planners
Missouri
$247K +$114K +264 +71%
TPWA
1245
TRUE Private Wealth Advisors
Oregon
$246K +$14.3K +33 +5%
RSWM
1246
Robertson Stephens Wealth Management
California
$245K +$274K +634 New
CBFP
1247
Cedar Brook Financial Partners
Ohio
$245K -$15.6K -36 -5%
KFS
1248
Kurt F. Somerville
$244K
MA
1249
MJP Associates
Connecticut
$243K -$6.48K -15 -2%
BCA
1250
Bay Colony Advisors
Massachusetts
$242K -$4.32K -10 -2%