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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 %
JWCA
1226
J.W. Cole Advisors
Florida
$708K +$270K +420 +62%
CD
1227
Chapin Davis
Maryland
$705K +$87.8K +135 +14%
LFA
1228
Legacy Financial Advisors
Kentucky
$703K +$50.1K +77 +8%
CT
1229
Chicago Trust
Illinois
$702K +$35.1K +54 +5%
SPC
1230
Sigma Planning Corp
Michigan
$702K +$702K +1,079 New
EWM
1231
Evercore Wealth Management
New York
$701K -$9.1K -14 -1%
TPM
1232
Triasima Portfolio Management
Quebec, Canada
$698K -$84.5K -130 -11%
LIM
1233
Leavell Investment Management
Alabama
$697K +$50.7K +78 +8%
VFA
1234
Voya Financial Advisors
Connecticut
$696K -$138K -212 -16%
PFBT
1235
Parkside Financial Bank & Trust
Missouri
$695K -$35.1K -54 -5%
IFWM
1236
Institute for Wealth Management
Colorado
$694K -$13.7K -21 -2%
MME
1237
Meag Munich Ergo
Germany
$692K -$1.6M -2,465 -70%
IIA
1238
ICW Investment Advisors
Arizona
$688K +$9.75K +15 +1%
AIC
1239
Argus Investors Counsel
New York
$687K -$7.8K -12 -1%
YC
1240
Yarbrough Capital
Tennessee
$686K – – –
ALAM
1241
Asahi Life Asset Management
Japan
$683K -$52K -80 -7%
KFP
1242
KMG Fiduciary Partners
Ohio
$683K – – –
WG
1243
Winton Group
United Kingdom
$681K +$681K +1,047 New
MI
1244
Motiv8 Investments
Florida
$676K +$132K +203 +24%
WBG
1245
Wharton Business Group
Pennsylvania
$673K – – –
GWMR
1246
GC Wealth Management RIA
Massachusetts
$669K -$22.8K -35 -3%
EFS
1247
Essex Financial Services
Connecticut
$665K +$53.3K +82 +9%
TIA
1248
Tiemann Investment Advisors
California
$660K -$22.8K -35 -3%
AWA
1249
Aaron Wealth Advisors
Illinois
$658K – – –
PTC
1250
Private Trust Company
Ohio
$656K -$29.9K -46 -4%
48 49
50
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