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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
MCC
1326
Malaga Cove Capital
California
$369K -$1.01K -2 -0.3%
TNB
1327
Thomasville National Bank
Georgia
$368K
WAG
1328
Winthrop Advisory Group
Massachusetts
$368K -$56.2K -111 -13%
WA
1329
WP Advisors
California
$368K +$506 +1 +0.1%
BWP
1330
Bernardo Wealth Planning
Pennsylvania
$367K
MBTD
1331
Mechanics Bank - Trust Department
California
$366K
NP
1332
Nilsine Partners
Colorado
$364K +$506 +1 +0.1%
IFS
1333
Ifrah Financial Services
Arkansas
$363K -$2.02K -4 -0.6%
GDP
1334
Great Diamond Partners
Maine
$361K -$2.53K -5 -0.7%
WHCI
1335
W.H. Cornerstone Investments
Massachusetts
$361K +$37.4K +74 +12%
CC
1336
Cipher Capital
New York
$361K -$790K -1,561 -69%
USB
1337
Union Savings Bank
Connecticut
$360K
SIC
1338
Samalin Investment Counsel
New York
$358K -$47.6K -94 -12%
CICI
1339
Capital Investment Counsel Inc
North Carolina
$358K
FAN
1340
Financial Advisors Network
California
$358K +$354K +700 New
JWM
1341
Janiczek Wealth Management
Colorado
$357K +$38K +75 +12%
CHP
1342
Cable Hill Partners
Oregon
$353K -$91.6K -181 -21%
Winslow Capital Management
1343
Winslow Capital Management
Minnesota
$353K -$22.8K -45 -6%
XT
1344
XTX Topco
Cayman Islands
$353K +$349K +690 New
FWM
1345
FFT Wealth Management
Pennsylvania
$347K +$43.5K +86 +15%
DIS
1346
Diversified Investment Strategies
Louisiana
$345K -$14.7K -29 -4%
JGUA
1347
John G. Ullman & Associates
New York
$345K
KIA
1348
KCM Investment Advisors
California
$345K
SLT
1349
St Louis Trust
Missouri
$344K
CWP
1350
Concord Wealth Partners
Virginia
$344K +$32.4K +64 +11%