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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 %
ETIA
1301
Epic Trust Investment Advisors
Washington
$540K +$32.5K +52 +6%
GEM
1302
Global Endowment Management
North Carolina
$538K +$538K +860 New
MCWA
1303
Meadow Creek Wealth Advisors
Georgia
$536K +$536K +858 New
VT
1304
Vise Technologies
New York
$536K +$116K +185 +28%
FAN
1305
Financial Advisors Network
California
$533K +$95.6K +153 +22%
SB
1306
Simmons Bank
Arkansas
$528K +$51.9K +83 +11%
PL
1307
Plancorp LLC
Missouri
$526K +$25.6K +41 +5%
PFS
1308
Prospera Financial Services
Texas
$523K +$10.6K +17 +2%
MI
1309
Motiv8 Investments
Florida
$523K +$523K +837 New
NAMNJ
1310
NorthStar Asset Management (New Jersey)
New Jersey
$523K +$523K +837 New
PCIG
1311
Partners Capital Investment Group
Massachusetts
$523K -$15.6K -25 -3%
WTB
1312
Washington Trust Bank
Washington
$522K – – –
AOWM
1313
Alpha Omega Wealth Management
Virginia
$521K – – –
OC
1314
Oakworth Capital
Alabama
$519K +$24.4K +39 +5%
VC
1315
Veracity Capital
Georgia
$519K +$1.88K +3 +0.4%
AWM
1316
Accurate Wealth Management
Florida
$513K -$36.5K -60 -7%
MS
1317
Maven Securities
Jersey
$512K -$116K -185 -18%
Koshinski Asset Management
1318
Koshinski Asset Management
Illinois
$511K -$3.75K -6 -0.7%
RFM
1319
Royal Fund Management
Florida
$508K +$24.4K +39 +5%
ECM
1320
Elgethun Capital Management
South Dakota
$504K – – –
BLAM
1321
Bourne Lent Asset Management
New York
$503K – – –
CIM
1322
Contravisory Investment Management
Massachusetts
$503K -$3.75K -6 -0.7%
AA
1323
Alta Advisers
United Kingdom
$500K – – –
MIAS
1324
Mason Investment Advisory Services
Virginia
$500K – – –
UIA
1325
Ulland Investment Advisors
Minnesota
$499K -$57.5K -92 -10%
51 52
53
54 55