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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1251
Bell Investment Advisors
California
$451K +$359K +709 +407%
AWM
1252
Avitas Wealth Management
California
$450K -$12.1K -24 -3%
EFS
1253
Essex Financial Services
Connecticut
$447K +$58.2K +115 +15%
PI
1254
PFG Investments
New York
$446K -$7.59K -15 -2%
SMA
1255
Seven Mile Advisory
New Jersey
$445K +$31.9K +63 +8%
PFA
1256
Pathway Financial Advisors
Vermont
$444K
CIM
1257
Chapman Investment Management
California
$444K +$440K +869 New
CT
1258
Clearstead Trust
Maine
$443K +$506 +1 +0.1%
HPIA
1259
Hamilton Point Investment Advisors
North Carolina
$440K +$10.1K +20 +2%
LIM
1260
Leavell Investment Management
Alabama
$440K -$33.4K -66 -7%
PCIG
1261
Partners Capital Investment Group
Massachusetts
$440K +$436K +861 New
FFA
1262
Farther Finance Advisors
California
$439K +$256K +505 +142%
ICP
1263
Interchange Capital Partners
Pennsylvania
$434K +$37.4K +74 +10%
GIA
1264
Gladstone Institutional Advisory
Florida
$432K -$116K -229 -21%
MCA
1265
MSH Capital Advisors
Arizona
$431K +$506 +1 +0.1%
WTB
1266
Washington Trust Bank
Washington
$427K
TW
1267
Transform Wealth
Colorado
$426K -$17.7K -35 -4%
AOWM
1268
Alpha Omega Wealth Management
Virginia
$426K -$4.55K -9 -1%
OCBCO
1269
Oversea-Chinese Banking Corp (OCBC)
Singapore
$426K +$422K +833 New
AR
1270
Apeiron RIA
Texas
$425K -$1.01K -2 -0.2%
VC
1271
Veracity Capital
Georgia
$422K -$506 -1 -0.1%
SC
1272
Syon Capital
California
$422K +$417K +825 New
Koshinski Asset Management
1273
Koshinski Asset Management
Illinois
$421K -$25.8K -51 -6%
SMA
1274
Sage Mountain Advisors
Georgia
$420K +$60.7K +120 +17%
PFS
1275
Prospera Financial Services
Texas
$419K +$65.3K +129 +19%