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Intuit
INTU

Overview Fund Activity

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$536M
2
BlackRock
BlackRock
New York
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$444M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$434M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$329M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$793M
3
Edgewood Management
Edgewood Management
Connecticut
-$331M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$314M
5
Brown Advisory
Brown Advisory
Maryland
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAG
1251
Journey Advisory Group
Kentucky
$655K +$47.4K +73 +8%
SHGA
1252
Sand Hill Global Advisors
California
$655K -$8.45K -13 -1%
BOC
1253
Bull Oak Capital
California
$653K +$1.3K +2 +0.2%
WC
1254
Waterloo Capital
Texas
$651K +$205K +315 +46%
CPW
1255
Catalyst Private Wealth
California
$651K -$24.1K -37 -4%
RC
1256
RBF Capital
California
$650K – – –
GCM
1257
Glaxis Capital Management
Florida
$650K +$650K +1,000 New
BC
1258
Burney Company
Virginia
$647K -$63.7K -98 -9%
ICP
1259
Interchange Capital Partners
Pennsylvania
$647K +$138K +204 +27%
PCTC
1260
Perkins Coie Trust Company
Washington
$645K -$5.2K -8 -0.8%
C
1261
Certuity
Florida
$644K -$714K -1,098 -53%
WSTAM
1262
Wilbanks Smith & Thomas Asset Management
Virginia
$644K +$12.4K +19 +2%
BIA
1263
Bell Investment Advisors
California
$644K +$1.3K +2 +0.2%
FAIM
1264
Financial Advocates Investment Management
Washington
$643K +$35.7K +55 +6%
WAG
1265
Wallace Advisory Group
California
$640K -$55K -88 -8%
WA
1266
Wealthstar Advisors
Texas
$640K +$8.45K +13 +1%
SB
1267
Strategic Blueprint
Georgia
$637K +$68.3K +105 +12%
MAM
1268
MWA Asset Management
Massachusetts
$631K +$5.2K +8 +0.8%
TWM
1269
Tolleson Wealth Management
Texas
$630K – – –
TCM
1270
Traynor Capital Management
Pennsylvania
$629K -$9.75K -15 -2%
FNT
1271
First National Trust
Pennsylvania
$626K -$7.8K -12 -1%
MPM
1272
MBB Public Markets
Illinois
$623K +$623K +959 New
VF
1273
Vest Financial
Virginia
$623K +$623K +958 New
CL
1274
Choreo LLC
Illinois
$622K +$12.3K +19 +2%
HWA
1275
HCR Wealth Advisors
California
$621K +$228K +350 +58%
49 50
51
52 53