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1,667 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1251
Sigma Planning Corp
Michigan
$357K -$98.5K -225 -22%
ICP
1252
Interchange Capital Partners
Pennsylvania
$355K +$38.1K +87 +13%
SCM
1253
Stevens Capital Management
Pennsylvania
$355K +$339K +774 New
HBT
1254
Heartland Bank & Trust
Illinois
$355K -$31.5K -72 -9%
RFM
1255
Royal Fund Management
Florida
$355K
FBA
1256
Front Barnett Associates
Illinois
$353K
PL
1257
Plancorp LLC
Missouri
$352K +$11.4K +26 +3%
PPC
1258
Park Place Capital
Alabama
$351K +$145K +332 +76%
BOM
1259
Bank of Marin
California
$349K +$95K +217 +40%
EFS
1260
Essex Financial Services
Connecticut
$348K +$28.5K +65 +9%
GCP
1261
Gill Capital Partners
Colorado
$345K
TFF
1262
The Family Firm
Maryland
$345K +$438 +1 +0.1%
GA
1263
GraniteShares Advisors
New York
$345K -$34.6K -79 -10%
BMCM
1264
Bryn Mawr Capital Management
Pennsylvania
$344K +$58.7K +134 +22%
AF
1265
Arrow Financial
New York
$344K -$26.3K -60 -7%
VAM
1266
Verity Asset Management
North Carolina
$344K +$7.01K +16 +2%
DBRC
1267
D.B. Root & Company
Pennsylvania
$341K +$21K +48 +7%
WC
1268
Waterloo Capital
Texas
$341K -$183K -417 -36%
RP
1269
Riverwater Partners
Wisconsin
$340K +$324K +741 New
Winslow Capital Management
1270
Winslow Capital Management
Minnesota
$337K -$634M -1,446,705 -100%
CFGS
1271
Concourse Financial Group Securities
Alabama
$337K +$35K +80 +12%
TWA
1272
TCI Wealth Advisors
Arizona
$335K +$1.75K +4 +0.5%
JAFL
1273
Jay A. Fishman Ltd
Michigan
$335K
SEA
1274
Stegent Equity Advisors
Texas
$334K
CFP
1275
Catalyst Financial Partners
Massachusetts
$333K +$47.7K +109 +18%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.