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Intuit
INTU

Overview Fund Activity

1,947 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 815 increasing their positions, 682 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+20
Holders Change %
+1.04%
% of All Funds
28.32%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.21%
New
159
Increased
815
Reduced
682
Closed
114
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$719M
2
Amundi
Amundi
France
+$490M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$337M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$302M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$281M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$773M
2
GQG Partners
GQG Partners
Florida
-$406M
3
Bank of America
Bank of America
North Carolina
-$406M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$383M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
1226
Legacy Capital Wealth Partners
Arkansas
$702K +$702K +1,068 New
PCG
1227
Prosperity Consulting Group
Maryland
$701K +$156K +237 +29%
ALAM
1228
Asahi Life Asset Management
Japan
$700K +$9.86K +15 +1%
JAG
1229
Journey Advisory Group
Kentucky
$698K +$36.1K +55 +5%
TC
1230
Truvestments Capital
Florida
$698K -$44.7K -68 -6%
IIA
1231
ICW Investment Advisors
Arizona
$697K +$657 +1 +0.1%
PEA
1232
Park Edge Advisors
Ohio
$695K +$107K +163 +18%
Lord, Abbett & Co
1233
Lord, Abbett & Co
New Jersey
$694K -$36.1M -55,045 -98%
YC
1234
Yarbrough Capital
Tennessee
$693K – – –
AC
1235
ASB Consultores
Florida
$690K -$306K -466 -31%
WBG
1236
Wharton Business Group
Pennsylvania
$689K +$8.55K +13 +1%
LAM
1237
L2 Asset Management
Massachusetts
$687K +$69K +105 +11%
TA
1238
TFB Advisors
Kansas
$686K +$128K +195 +23%
GLR
1239
Great Lakes Retirement
Ohio
$684K -$379K -577 -36%
FNBOH
1240
First National Bank of Hutchinson
Kansas
$678K -$39.4K -60 -5%
CCWM
1241
Correct Capital Wealth Management
Missouri
$676K +$248K +377 +58%
AF
1242
Aviso Financial
Ontario, Canada
$676K +$676K +1,029 New
EWA
1243
Exencial Wealth Advisors
Oklahoma
$674K -$51.3K -78 -7%
GFP
1244
Gryphon Financial Partners
Ohio
$673K -$150K -228 -18%
PCMC
1245
Planning Capital Management Corporation
Pennsylvania
$662K +$469K +714 +244%
CWM
1246
Circle Wealth Management
New Jersey
$662K +$662K +1,007 New
BOC
1247
Bull Oak Capital
California
$661K – – –
LI
1248
LRI Investments
Florida
$660K +$595K +906 +915%
AIC
1249
Argus Investors Counsel
New York
$660K -$34.8K -53 -5%
SHGA
1250
Sand Hill Global Advisors
California
$659K -$2.63K -4 -0.4%
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