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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 %
PCIG
1251
Partners Capital Investment Group
Massachusetts
$440K +$440K +861 New
FFA
1252
Farther Finance Advisors
California
$439K +$258K +505 +142%
ICP
1253
Interchange Capital Partners
Pennsylvania
$434K +$37.8K +74 +10%
GIA
1254
Gladstone Institutional Advisory
Florida
$432K -$117K -229 -21%
MCA
1255
MSH Capital Advisors
Arizona
$431K +$511 +1 +0.1%
WTB
1256
Washington Trust Bank
Washington
$427K
TW
1257
Transform Wealth
Colorado
$426K -$17.9K -35 -4%
AOWM
1258
Alpha Omega Wealth Management
Virginia
$426K -$4.6K -9 -1%
OCBCO
1259
Oversea-Chinese Banking Corp (OCBC)
Singapore
$426K +$426K +833 New
AR
1260
Apeiron RIA
Texas
$425K -$1.02K -2 -0.2%
VC
1261
Veracity Capital
Georgia
$422K -$511 -1 -0.1%
SC
1262
Syon Capital
California
$422K +$422K +825 New
Koshinski Asset Management
1263
Koshinski Asset Management
Illinois
$421K -$26.1K -51 -6%
SMA
1264
Sage Mountain Advisors
Georgia
$420K +$61.3K +120 +17%
PFS
1265
Prospera Financial Services
Texas
$419K +$65.9K +129 +19%
AFG
1266
Atomi Financial Group
New York
$419K -$20.4K -40 -5%
WorldQuant Millennium Advisors
1267
WorldQuant Millennium Advisors
New York
$416K +$416K +815 New
I
1268
InceptionR
California
$416K +$416K +815 New
MIS
1269
Morningstar Investment Services
Illinois
$416K +$60.5K +118 +17%
BOM
1270
Bank of Marin
California
$416K +$26.6K +52 +7%
ETIA
1271
Epic Trust Investment Advisors
Washington
$415K -$21.5K -42 -5%
APM
1272
Advanced Portfolio Management
New York
$414K +$414K +811 New
CIM
1273
Contravisory Investment Management
Massachusetts
$414K -$23K -45 -5%
ECM
1274
Elgethun Capital Management
South Dakota
$413K
WC
1275
Waterloo Capital
Texas
$412K +$32.2K +63 +8%