We are live on ! Find out more

1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1276
Synergy Financial Group
California
$231K
EA
1277
Emerald Advisers
Pennsylvania
$230K
WG
1278
Winton Group
United Kingdom
$230K +$256K +593 New
CG
1279
Corundum Group
Colorado
$229K +$2.59K +6 +1%
VFA
1280
Valeo Financial Advisors
Indiana
$228K +$5.18K +12 +2%
CWP
1281
Curated Wealth Partners
California
$228K +$254K +588 New
EDRH
1282
Edmond de Rothschild Holding
Switzerland
$227K
PWMG
1283
Prestige Wealth Management Group
New Jersey
$227K +$24.6K +57 +11%
GWM
1284
Geneos Wealth Management
Colorado
$224K -$248K -573 -50%
CMA
1285
Cedar Mountain Advisors
Oregon
$224K +$432 +1 +0.2%
WA
1286
Waverly Advisors
Alabama
$224K +$432 +1 +0.2%
ERIM
1287
Eagle Ridge Investment Management
Connecticut
$223K
KIA
1288
KCM Investment Advisors
California
$223K +$3.02K +7 +1%
FCH
1289
Freestone Capital Holdings
Washington
$222K -$307K -710 -55%
CI
1290
CX Institutional
Indiana
$218K -$1.57M -3,627 -87%
CP
1291
CenterBook Partners
Connecticut
$218K -$924K -2,139 -79%
I
1292
IMPACTfolio
Colorado
$218K +$1.73K +4 +0.7%
MA
1293
Momentum Advisors
New York
$218K +$243K +562 New
JSC
1294
Jackson Square Capital
California
$217K
WCF
1295
West Coast Financial
California
$217K +$432 +1 +0.2%
WAP
1296
Wealthcare Advisory Partners
Pennsylvania
$217K +$242K +560 New
LF
1297
LifeSteps Financial
California
$215K
EA
1298
Echo45 Advisors
California
$214K -$4.75K -11 -2%
BFAG
1299
Blackston Financial Advisory Group
Florida
$214K
IFG
1300
Independent Financial Group
California
$213K -$34.6K -80 -13%