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Intuit
INTU

Overview Fund Activity

1,602 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 659 increasing their positions, 558 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
+51
Holders Change %
+3.29%
% of All Funds
25.64%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.3%
New
167
Increased
659
Reduced
558
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.05B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$574M
3
Artisan Partners
Artisan Partners
Wisconsin
+$304M
4
Bank of America
Bank of America
North Carolina
+$247M
5
Tiger Global Management
Tiger Global Management
New York
+$199M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$695M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$442M
3
FPP
Findlay Park Partners
United Kingdom
-$363M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$264M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
1301
L.J. Altfest & Co
New York
$276K -$1.34K -3 -0.5%
FANJ
1302
Financial Architects (New Jersey)
New Jersey
$276K -$45.5K -102 -14%
CFP
1303
Catalyst Financial Partners
Massachusetts
$276K +$44.6K +100 +19%
BMCM
1304
Bryn Mawr Capital Management
Pennsylvania
$275K – – –
LFA
1305
Legacy Financial Advisors
Kentucky
$275K +$18.3K +41 +7%
BCA
1306
Bay Colony Advisors
Massachusetts
$274K +$880 +2 +0.3%
TA
1307
TFB Advisors
Kansas
$273K +$11.6K +26 +4%
NCM
1308
Nelson Capital Management
California
$272K – – –
SCA
1309
Southern Capital Advisors
Tennessee
$272K +$446 +1 +0.2%
TH
1310
TCTC Holdings
Texas
$272K – – –
WHCI
1311
W.H. Cornerstone Investments
Massachusetts
$271K +$271K +608 New
USCWA
1312
U.S. Capital Wealth Advisors
Texas
$270K +$36.6K +82 +16%
VBFP
1313
Valtinson Bruner Financial Planning
Minnesota
$270K – – –
CWM
1314
Concentrum Wealth Management
California
$269K -$27.2K -61 -9%
VWM
1315
Vigilare Wealth Management
Arizona
$268K +$6.24K +14 +2%
IAIM
1316
International Assets Investment Management
Florida
$268K -$2.12K -241 -0.8%
AAM
1317
Azzad Asset Management
Virginia
$268K -$2.68K -6 -1%
GSIAS
1318
Garden State Investment Advisory Services
New Jersey
$267K – – –
NDSI
1319
Newman Dignan & Sheerar Inc
Rhode Island
$267K – – –
ECAM
1320
East Coast Asset Management
Massachusetts
$267K – – –
GCMG
1321
Gyroscope Capital Management Group
Florida
$267K +$267K +600 New
CWM
1322
Chesapeake Wealth Management
Virginia
$267K -$82K -184 -23%
WMC
1323
Westwood Management Corporation
Illinois
$267K – – –
CAM
1324
Columbia Asset Management
Michigan
$267K – – –
SAMT
1325
Select Asset Management & Trust
Pennsylvania
$267K – – –
51 52
53
54 55