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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
CFP
1301
Catalyst Financial Partners
Massachusetts
$400K +$27.8K +55 +8%
IAIM
1302
International Assets Investment Management
Florida
$396K -$15.1M -29,758 -97%
RFM
1303
Royal Fund Management
Florida
$395K
TFF
1304
The Family Firm
Maryland
$395K +$10.6K +21 +3%
FBA
1305
Front Barnett Associates
Illinois
$393K
VAM
1306
Verity Asset Management
North Carolina
$393K +$9.62K +19 +3%
DLA
1307
Douglas Lane & Associates
New York
$392K +$25.3K +50 +7%
BWA
1308
BlueSky Wealth Advisors
North Carolina
$391K -$12.1K -24 -3%
HIIFS
1309
Harel Insurance Investments & Financial Services
Israel
$391K -$1.02M -2,015 -73%
NFG
1310
Nations Financial Group
Iowa
$390K -$318K -628 -45%
SB
1311
Simmons Bank
Arkansas
$389K +$104K +205 +37%
PPC
1312
Park Place Capital
Alabama
$387K -$4.55K -9 -1%
GCP
1313
Gill Capital Partners
Colorado
$385K
JF
1314
Jump Financial
Illinois
$384K -$93.6K -185 -20%
AF
1315
Arrow Financial
New York
$383K
KGC
1316
Kennon-Green & Company
Ohio
$379K +$8.1K +16 +2%
AGWCA
1317
Annis Gardner Whiting Capital Advisors
Florida
$379K +$375K +741 New
RP
1318
Riverwater Partners
Wisconsin
$378K -$1.01K -2 -0.3%
TWA
1319
TCI Wealth Advisors
Arizona
$378K +$3.54K +7 +1%
NMG
1320
New Millennium Group
Utah
$376K -$40.5K -80 -10%
BTI
1321
Blue Trust Inc
Georgia
$376K +$223K +440 +115%
JAFL
1322
Jay A. Fishman Ltd
Michigan
$374K
SWM
1323
SeaCrest Wealth Management
New York
$373K -$66.8K -132 -15%
SEA
1324
Stegent Equity Advisors
Texas
$372K
JBA
1325
Johnson Bixby & Associates
Washington
$370K