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1,667 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, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
1326
Sonora Investment Management Group
Arizona
$284K
LJAC
1327
L.J. Altfest & Co
New York
$284K
MC
1328
Moors & Cabot
Massachusetts
$284K -$24.1K -55 -8%
FANJ
1329
Financial Architects (New Jersey)
New Jersey
$284K
CA
1330
Crewe Advisors
Utah
$284K -$87.1K -199 -24%
CIC
1331
Carnegie Investment Counsel
Ohio
$283K -$1.75K -4 -0.6%
BCA
1332
Bay Colony Advisors
Massachusetts
$283K -$2.19K -5 -0.8%
SC
1333
SouthState Corp
Florida
$281K -$35.9K -82 -12%
MW
1334
Marcum Wealth
Ohio
$281K -$396K -905 -60%
Loomis, Sayles & Company
1335
Loomis, Sayles & Company
Massachusetts
$280K +$64.8K +148 +32%
NCM
1336
Nelson Capital Management
California
$280K
CWP
1337
Concord Wealth Partners
Virginia
$279K +$69.2K +158 +35%
TH
1338
TCTC Holdings
Texas
$279K
FNT
1339
First National Trust
Pennsylvania
$278K -$293K -668 -52%
VBFP
1340
Valtinson Bruner Financial Planning
Minnesota
$277K
IAIM
1341
International Assets Investment Management
Florida
$276K +$876 +2 +0%
CS
1342
Crescent Sterling
Louisiana
$276K +$31.5K +72 +14%
PCM
1343
Prelude Capital Management
New York
$275K -$102K -233 -28%
RMC
1344
Resources Management Corp
Connecticut
$275K -$109M -247,830 -100%
CAM
1345
Columbia Asset Management
Michigan
$275K
SAMT
1346
Select Asset Management & Trust
Pennsylvania
$275K
WMC
1347
Westwood Management Corporation
Illinois
$275K
EWM
1348
Endowment Wealth Management
Wisconsin
$275K +$263K +600 New
ECAM
1349
East Coast Asset Management
Massachusetts
$275K
GSIAS
1350
Garden State Investment Advisory Services
New Jersey
$275K

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.