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Intuit
INTU

Overview Fund Activity

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$536M
2
BlackRock
BlackRock
New York
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$444M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$434M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$329M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$793M
3
Edgewood Management
Edgewood Management
Connecticut
-$331M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$314M
5
Brown Advisory
Brown Advisory
Maryland
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
1301
Catalyst Financial Partners
Massachusetts
$566K +$26.4K +43 +5%
CT
1302
Clearstead Trust
Maine
$565K +$650 +1 +0.1%
PFA
1303
Pathway Financial Advisors
Vermont
$565K – – –
PL
1304
Plancorp LLC
Missouri
$562K +$15K +23 +3%
APW
1305
Austin Private Wealth
Texas
$560K -$8.72K -14 -2%
AC
1306
Allstate Corporation
Illinois
$555K -$22.8K -35 -4%
LOAMU
1307
Lombard Odier Asset Management (USA)
New York
$553K -$343K -527 -38%
CPC
1308
Congress Park Capital
New York
$553K -$81.3K -125 -13%
VC
1309
Veracity Capital
Georgia
$550K +$10.4K +16 +2%
WC
1310
Woodstock Corp
Massachusetts
$549K -$51.4K -79 -9%
CBT
1311
CoreFirst Bank & Trust
Kansas
$547K -$15.6K -24 -3%
NFSG
1312
Newbridge Financial Services Group
Florida
$546K +$270K +416 +98%
VHAM
1313
Van Hulzen Asset Management
California
$544K -$207K -319 -28%
EA
1314
Everpar Advisors
Oklahoma
$543K -$270K -415 -33%
OC
1315
Oakworth Capital
Alabama
$540K – – –
PCG
1316
Prosperity Consulting Group
Maryland
$539K +$124K +191 +30%
TI
1317
Truepoint Inc
Ohio
$538K -$92.3K -142 -15%
TCM
1318
Telos Capital Management
California
$536K -$48.8K -75 -8%
MA
1319
MONECO Advisors
Connecticut
$535K -$97.5K -150 -15%
RWM
1320
Rockline Wealth Management
New York
$535K +$57.9K +89 +12%
AWM
1321
Accurate Wealth Management
Florida
$534K +$23.6K +39 +5%
SB
1322
Simmons Bank
Arkansas
$534K -$15K -23 -3%
SL
1323
SFM LLC
New Hampshire
$533K -$63K -97 -11%
FA
1324
Faithward Advisors
Pennsylvania
$533K +$66.3K +102 +14%
AOWM
1325
Alpha Omega Wealth Management
Virginia
$532K -$9.75K -15 -2%
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