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Intuit
INTU

Overview Fund Activity

1,899 hedge funds and large institutions have $149B invested in Intuit in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 676 increasing their positions, 668 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
+170
Holders Change %
+9.83%
% of All Funds
27.84%
Holding in Top 10
102
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.15%
% of All Funds
1.5%
New
292
Increased
676
Reduced
668
Closed
99
Calls
$1.58B
Puts
$2.08B
Net Calls
-$505M
Net Calls Change
-$382M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806M
4
LPC
Lone Pine Capital
Connecticut
+$468M
5
Parnassus Investments
Parnassus Investments
California
+$455M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.08B
2
Coatue Management
Coatue Management
New York
-$456M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
4
Tiger Global Management
Tiger Global Management
New York
-$260M
5
PI
Putnam Investments
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1251
Concorde Asset Management
Michigan
$604K -$35.6K -57 -6%
SMA
1252
Sage Mountain Advisors
Georgia
$604K +$90K +144 +18%
MAM
1253
MWA Asset Management
Massachusetts
$602K -$21.9K -35 -4%
SP
1254
Stablepoint Partners
Massachusetts
$599K +$599K +958 New
SP
1255
Symmetry Partners
Connecticut
$594K -$58.4K -93 -9%
BBA
1256
Braun-Bostich & Associates
Pennsylvania
$593K -$625 -1 -0.1%
CD
1257
Chapin Davis
Maryland
$593K – – –
HFW
1258
Horizon Family Wealth
Illinois
$593K -$82.5K -132 -12%
EFS
1259
Essex Financial Services
Connecticut
$588K +$41.3K +66 +8%
TVAMP
1260
Tennessee Valley Asset Management Partners
Tennessee
$588K +$294K +470 +100%
CL
1261
Choreo LLC
Illinois
$586K -$158K -252 -21%
RSWM
1262
Robertson Stephens Wealth Management
California
$586K -$55K -88 -9%
JAG
1263
Journey Advisory Group
Kentucky
$584K +$17.5K +28 +3%
FAIM
1264
Financial Advocates Investment Management
Washington
$584K +$5.62K +9 +1%
FF
1265
Fluent Financial
Texas
$583K -$191K -306 -25%
BFA
1266
Beaumont Financial Advisors
Massachusetts
$583K +$15.6K +25 +3%
WC
1267
Woodstock Corp
Massachusetts
$577K -$13.1K -21 -2%
IIC
1268
Integrated Investment Consultants
Michigan
$577K – – –
KWM
1269
KFG Wealth Management
Indiana
$575K -$46.3K -74 -7%
SL
1270
SFM LLC
New Hampshire
$574K +$574K +918 New
PI
1271
PFG Investments
New York
$573K +$27.5K +44 +5%
TAM
1272
Trillium Asset Management
Massachusetts
$571K +$571K +913 New
APW
1273
Austin Private Wealth
Texas
$571K +$306K +489 +115%
PWMAG
1274
Pinnacle Wealth Management Advisory Group
New Jersey
$569K – – –
WAG
1275
Wallace Advisory Group
California
$568K -$35.8K -70 -6%
49 50
51
52 53