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Intuit
INTU

Overview Fund Activity

1,657 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M

Top Buyers

1
NHC
Nicholas Hoffman & Company
Georgia
+$1.27B
2
ClearBridge Investments
ClearBridge Investments
New York
+$356M
3
Tiger Global Management
Tiger Global Management
New York
+$281M
4
Amundi
Amundi
France
+$272M
5
Goldman Sachs
Goldman Sachs
New York
+$244M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$663M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$622M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$592M
4
Sands Capital Management
Sands Capital Management
Virginia
-$455M
5
Invesco
Invesco
Georgia
-$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
1326
Loomis, Sayles & Company
Massachusetts
$280K +$67.7K +148 +32%
NCM
1327
Nelson Capital Management
California
$280K – – –
CWP
1328
Concord Wealth Partners
Virginia
$279K +$72.4K +158 +35%
TH
1329
TCTC Holdings
Texas
$279K – – –
FNT
1330
First National Trust
Pennsylvania
$278K -$306K -668 -52%
VBFP
1331
Valtinson Bruner Financial Planning
Minnesota
$277K – – –
IAIM
1332
International Assets Investment Management
Florida
$276K +$18 +2 +0%
CS
1333
Crescent Sterling
Louisiana
$276K +$33K +72 +14%
PCM
1334
Prelude Capital Management
New York
$275K -$107K -233 -28%
RMC
1335
Resources Management Corp
Connecticut
$275K -$114M -247,830 -100%
WMC
1336
Westwood Management Corporation
Illinois
$275K – – –
CAM
1337
Columbia Asset Management
Michigan
$275K – – –
SAMT
1338
Select Asset Management & Trust
Pennsylvania
$275K – – –
EWM
1339
Endowment Wealth Management
Wisconsin
$275K +$275K +600 New
NDSI
1340
Newman Dignan & Sheerar Inc
Rhode Island
$275K – – –
ECAM
1341
East Coast Asset Management
Massachusetts
$275K – – –
GSIAS
1342
Garden State Investment Advisory Services
New Jersey
$275K – – –
OCM
1343
Orchard Capital Management
Illinois
$273K – – –
BC
1344
Brookfield Corp
Ontario, Canada
$272K -$310K -677 -53%
HIC
1345
Hartline Investment Corp
Illinois
$272K +$272K +594 New
BB
1346
Berkshire Bank
Massachusetts
$272K – – –
FWM
1347
FFT Wealth Management
Pennsylvania
$272K +$2.75K +6 +1%
JCM
1348
Jacobsen Capital Management
Utah
$272K +$19.2K +42 +8%
RF
1349
RHS Financial
California
$268K – – –
FFS
1350
Founders Financial Securities
Maryland
$268K +$268K +584 New
52 53
54
55 56