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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 %
SMA
1276
Seven Mile Advisory
New Jersey
$566K +$22.5K +36 +4%
GGI
1277
Godsey & Gibb Inc
Virginia
$566K – – –
AFT
1278
Alpha Family Trust
California
$566K – – –
SACTSONJ
1279
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$563K – – –
TCM
1280
Telos Capital Management
California
$563K – – –
BDFN
1281
Bond & Devick Financial Network
Minnesota
$563K – – –
CAIMH
1282
Central Asset Investments & Management Holdings
Hong Kong
$563K +$563K +900 New
PEA
1283
Park Edge Advisors
Ohio
$562K +$562K +899 New
AA
1284
Axiom Advisory
California
$561K -$11.3K -18 -2%
FFA
1285
Fortune Financial Advisors
Kansas
$557K +$625 +1 +0.1%
BHBT
1286
Burke & Herbert Bank & Trust
Virginia
$556K -$7.5K -12 -1%
AC
1287
Allstate Corporation
Illinois
$556K -$93.8K -150 -14%
HCA
1288
Horan Capital Advisors
Ohio
$552K – – –
MFG
1289
Merit Financial Group
Georgia
$551K -$1.51M -2,411 -73%
CFP
1290
Catalyst Financial Partners
Massachusetts
$550K +$61.3K +98 +13%
SB
1291
Strategic Blueprint
Georgia
$547K +$276K +442 +102%
WSCM
1292
Wellington Shields Capital Management
New York
$547K +$547K +875 New
AR
1293
Apeiron RIA
Texas
$546K +$26.3K +42 +5%
LCWP
1294
Legacy Capital Wealth Partners
Arkansas
$543K +$53.1K +85 +11%
PFA
1295
Pathway Financial Advisors
Vermont
$543K – – –
CIM
1296
Chapman Investment Management
California
$543K – – –
CT
1297
Clearstead Trust
Maine
$543K +$1.25K +2 +0.2%
LAM
1298
L2 Asset Management
Massachusetts
$541K -$86.3K -138 -14%
HPIA
1299
Hamilton Point Investment Advisors
North Carolina
$541K – – –
CBT
1300
CoreFirst Bank & Trust
Kansas
$541K -$77.5K -124 -13%
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