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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.82B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.34B
3
FCM
3
Farallon Capital Management
California
$351M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$499M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$939M

Top Sellers

1
NHC
1
Nicholas Hoffman & Company
Georgia
$0
2
Fundsmith LLP
2
Fundsmith LLP
United Kingdom
$0
3
FIS
3
Fundsmith Investment Services
Mauritius
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$140M
5
Ameriprise
5
Ameriprise
Minnesota
$907M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
1301
Wealthcare Advisory Partners
Pennsylvania
$230K +$12.4K +32 +6%
MM
1302
MQS Management
New York
$230K +$230K +590 New
CANY
1303
Caxton Associates (New York)
New York
$229K +$229K +589 New
VWM
1304
Vigilare Wealth Management
Arizona
$229K -$37K -95 -14%
LA
1305
Lifeworks Advisors
Michigan
$229K – – –
FWM
1306
FFT Wealth Management
Pennsylvania
$228K +$18.7K +48 +9%
TA
1307
TFB Advisors
Kansas
$228K +$228K +587 New
WA
1308
Waverly Advisors
Alabama
$227K +$1.95K +5 +0.9%
KIA
1309
KCM Investment Advisors
California
$226K +$1.56K +4 +0.7%
GWM
1310
Geneos Wealth Management
Colorado
$226K – – –
CMA
1311
Cedar Mountain Advisors
Oregon
$225K +$389 +1 +0.2%
LFA
1312
Legacy Financial Advisors
Kentucky
$224K -$162K -415 -42%
ERIM
1313
Eagle Ridge Investment Management
Connecticut
$224K +$389 +1 +0.2%
NERM
1314
New England Research & Management
Illinois
$224K -$9.74K -25 -4%
VCG
1315
Vantage Consulting Group
Virginia
$222K +$10.5K +27 +5%
SA
1316
Syntax Advisors
New York
$222K +$10.5K +27 +5%
QC
1317
QCM Cayman
Texas
$222K -$49K -126 -18%
MW
1318
Marcum Wealth
Ohio
$220K +$220K +566 New
MA
1319
Momentum Advisors
New York
$218K -$389 -1 -0.2%
GCA
1320
Gradient Capital Advisors
California
$218K +$7.01K +18 +3%
SFG
1321
Synergy Financial Group
California
$217K -$14.8K -38 -6%
FCH
1322
Freestone Capital Holdings
Washington
$217K -$5.84K -15 -3%
BIA
1323
Bigelow Investment Advisors
Maine
$217K +$2.73K +7 +1%
CAL
1324
Capital Advisors Ltd
Ohio
$216K -$200K -514 -48%
PWM
1325
Peterson Wealth Management
Nevada
$215K +$215K +553 New
51 52
53
54 55