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Intuit

1,729 hedge funds and large institutions have $118B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 627 increasing their positions, 659 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+72
Holders Change %
+4.35%
% of All Funds
27.57%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.55%
New
177
Increased
627
Reduced
659
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMAG
1226
Pinnacle Wealth Management Advisory Group
New Jersey
$465K +$9.2K +18 +2%
BFA
1227
Beaumont Financial Advisors
Massachusetts
$463K -$12.3K -24 -3%
JAG
1228
Journey Advisory Group
Kentucky
$463K +$4.6K +9 +1%
GGI
1229
Godsey & Gibb Inc
Virginia
$462K
AFT
1230
Alpha Family Trust
California
$462K
BHBT
1231
Burke & Herbert Bank & Trust
Virginia
$461K -$5.11K -10 -1%
SACTSONJ
1232
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$460K
TCM
1233
Telos Capital Management
California
$460K
BDFN
1234
Bond & Devick Financial Network
Minnesota
$460K
CWM
1235
Connecticut Wealth Management
Connecticut
$457K +$220K +430 +92%
FFA
1236
Fortune Financial Advisors
Kansas
$455K +$16.4K +32 +4%
FNT
1237
First National Trust
Pennsylvania
$455K +$146K +285 +47%
UIA
1238
Ulland Investment Advisors
Minnesota
$455K -$92.5K -181 -17%
PSP
1239
Principal Street Partners
Tennessee
$452K +$226K +442 +100%
HCA
1240
Horan Capital Advisors
Ohio
$451K
BIA
1241
Bell Investment Advisors
California
$451K +$362K +709 +407%
AWM
1242
Avitas Wealth Management
California
$450K -$12.3K -24 -3%
EFS
1243
Essex Financial Services
Connecticut
$447K +$58.8K +115 +15%
PI
1244
PFG Investments
New York
$446K -$7.66K -15 -2%
SMA
1245
Seven Mile Advisory
New Jersey
$445K +$32.2K +63 +8%
PFA
1246
Pathway Financial Advisors
Vermont
$444K
CIM
1247
Chapman Investment Management
California
$444K +$444K +869 New
CT
1248
Clearstead Trust
Maine
$443K +$511 +1 +0.1%
HPIA
1249
Hamilton Point Investment Advisors
North Carolina
$440K +$10.2K +20 +2%
LIM
1250
Leavell Investment Management
Alabama
$440K -$33.7K -66 -7%