INTU icon

Intuit
INTU

Overview Fund Activity

1,947 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 815 increasing their positions, 682 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+20
Holders Change %
+1.04%
% of All Funds
28.32%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.21%
New
159
Increased
815
Reduced
682
Closed
114
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$719M
2
Amundi
Amundi
France
+$490M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$337M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$302M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$281M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$773M
2
GQG Partners
GQG Partners
Florida
-$406M
3
Bank of America
Bank of America
North Carolina
-$406M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$383M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
1251
Bank of Hawaii
Hawaii
$659K -$1.21M -1,844 -65%
EWM
1252
Evercore Wealth Management
New York
$658K -$51.3K -78 -7%
GCM
1253
Graham Capital Management
Connecticut
$657K -$743K -1,131 -53%
GCM
1254
Glaxis Capital Management
Florida
$657K – – –
RC
1255
RBF Capital
California
$657K – – –
SPC
1256
Sigma Planning Corp
Michigan
$657K -$52.6K -80 -7%
FNT
1257
First National Trust
Pennsylvania
$657K +$23.7K +36 +4%
BIA
1258
Bell Investment Advisors
California
$654K +$3.29K +5 +0.5%
SMA
1259
Sage Mountain Advisors
Georgia
$653K +$33.5K +51 +5%
PCTC
1260
Perkins Coie Trust Company
Washington
$652K – – –
PFS
1261
Prospera Financial Services
Texas
$651K -$67.7K -103 -9%
CPW
1262
Catalyst Private Wealth
California
$650K -$7.89K -12 -1%
BC
1263
Burney Company
Virginia
$650K -$4.6K -7 -0.7%
TIA
1264
Tiemann Investment Advisors
California
$648K -$19.7K -30 -3%
WAG
1265
Wallace Advisory Group
California
$640K -$32.9K -50 -5%
PWMAG
1266
Pinnacle Wealth Management Advisory Group
New Jersey
$639K +$16.4K +25 +3%
TWM
1267
Tolleson Wealth Management
Texas
$637K – – –
MAM
1268
MWA Asset Management
Massachusetts
$637K -$1.31K -2 -0.2%
TCM
1269
Traynor Capital Management
Pennsylvania
$636K – – –
SMA
1270
Seven Mile Advisory
New Jersey
$636K +$30.2K +46 +5%
PTC
1271
Private Trust Company
Ohio
$630K -$32.8K -50 -5%
MYIA
1272
Mount Yale Investment Advisors
Colorado
$628K -$455K -693 -42%
HWA
1273
HCR Wealth Advisors
California
$628K – – –
HFW
1274
Horizon Family Wealth
Illinois
$627K +$657 +1 +0.1%
AC
1275
Abbrea Capital
California
$624K -$95.3K -145 -13%
49 50
51
52 53