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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
AFG
1276
Atomi Financial Group
New York
$419K -$20.2K -40 -5%
I
1277
InceptionR
California
$416K +$412K +815 New
WorldQuant Millennium Advisors
1278
WorldQuant Millennium Advisors
New York
$416K +$412K +815 New
MIS
1279
Morningstar Investment Services
Illinois
$416K +$59.7K +118 +17%
BOM
1280
Bank of Marin
California
$416K +$26.3K +52 +7%
ETIA
1281
Epic Trust Investment Advisors
Washington
$415K -$21.3K -42 -5%
APM
1282
Advanced Portfolio Management
New York
$414K +$410K +811 New
CIM
1283
Contravisory Investment Management
Massachusetts
$414K -$22.8K -45 -5%
ECM
1284
Elgethun Capital Management
South Dakota
$413K
WC
1285
Waterloo Capital
Texas
$412K +$31.9K +63 +8%
BLAM
1286
Bourne Lent Asset Management
New York
$412K
BIP
1287
Blueprint Investment Partners
North Carolina
$409K -$36.4K -72 -8%
MIAS
1288
Mason Investment Advisory Services
Virginia
$409K -$3.54K -7 -0.9%
AA
1289
Alta Advisers
United Kingdom
$409K
PL
1290
Plancorp LLC
Missouri
$409K +$15.7K +31 +4%
NB
1291
NBT Bank
New York
$408K +$404K +799 New
CM
1292
Capula Management
Cayman Islands
$406K +$402K +794 New
OC
1293
Oakworth Capital
Alabama
$404K -$14.2K -28 -3%
VC
1294
Veery Capital
Delaware
$404K +$1.52K +3 +0.4%
NAS
1295
Nicolet Advisory Services
Wisconsin
$403K -$72.9K -144 -16%
WMA
1296
Wealth Management Associates
New Jersey
$402K +$33.4K +66 +9%
HBT
1297
Heartland Bank & Trust
Illinois
$401K +$5.57K +11 +1%
LAM
1298
L2 Asset Management
Massachusetts
$401K +$151K +299 +42%
LCWP
1299
Legacy Capital Wealth Partners
Arkansas
$400K +$397K +784 New
LB
1300
Legacy Bridge
Iowa
$400K