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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 %
AWA
1226
Aaron Wealth Advisors
Illinois
$633K +$45K +72 +8%
KFA
1227
Krane Funds Advisors
New York
$632K +$632K +1,011 New
LFA
1228
Legacy Financial Advisors
Kentucky
$628K +$54.4K +87 +9%
CIS
1229
Custom Index Systems
New York
$628K +$628K +1,005 New
BOC
1230
Bull Oak Capital
California
$627K -$116K -185 -16%
UOC
1231
UBS O'Connor
Illinois
$625K -$313K -500 -33%
RC
1232
RBF Capital
California
$625K – – –
PCTC
1233
Perkins Coie Trust Company
Washington
$625K -$9.38K -15 -1%
CGA
1234
Crescent Grove Advisors
Illinois
$621K +$1.88K +3 +0.3%
LIM
1235
Leavell Investment Management
Alabama
$621K +$83.1K +133 +15%
Group One Trading
1236
Group One Trading
Illinois
$618K -$296K -473 -32%
BIA
1237
Bell Investment Advisors
California
$618K +$65.6K +105 +12%
CWP
1238
Concord Wealth Partners
Virginia
$617K +$196K +314 +47%
NG
1239
Norden Group
Utah
$615K -$164K -263 -21%
TCM
1240
Traynor Capital Management
Pennsylvania
$614K +$4.38K +7 +0.7%
CAMV
1241
Concord Asset Management (Virginia)
Virginia
$611K +$235K +376 +62%
CPC
1242
Congress Park Capital
New York
$609K -$156K -250 -20%
FNT
1243
First National Trust
Pennsylvania
$609K +$52.5K +84 +9%
MA
1244
MONECO Advisors
Connecticut
$609K -$625 -1 -0.1%
WSTAM
1245
Wilbanks Smith & Thomas Asset Management
Virginia
$608K -$15K -24 -2%
WA
1246
Wealthstar Advisors
Texas
$607K -$101K -162 -14%
AP
1247
AtonRa Partners
Switzerland
$606K -$197K -315 -25%
TWM
1248
Tolleson Wealth Management
Texas
$606K – – –
CA
1249
Commerzbank Aktiengesellschaft
Germany
$606K +$334K +534 +123%
TI
1250
Truepoint Inc
Ohio
$606K -$85K -136 -12%
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