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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 %
BCA
1326
Bay Colony Advisors
Massachusetts
$498K +$117K +187 +31%
NCFG
1327
New Century Financial Group
New Jersey
$498K +$498K +797 New
WHCI
1328
W.H. Cornerstone Investments
Massachusetts
$498K +$56.2K +90 +13%
TWP
1329
Tyche Wealth Partners
Texas
$498K +$498K +796 New
VC
1330
Veery Capital
Delaware
$497K +$3.13K +5 +0.6%
LB
1331
Legacy Bridge
Iowa
$492K +$3.13K +5 +0.6%
MAG
1332
MRA Advisory Group
New Jersey
$491K +$491K +785 New
TFF
1333
The Family Firm
Maryland
$484K +$1.25K +2 +0.3%
BWA
1334
BlueSky Wealth Advisors
North Carolina
$479K – – –
HIIFS
1335
Harel Insurance Investments & Financial Services
Israel
$478K -$626 -1 -0.1%
FIA
1336
Foundations Investment Advisors
Arizona
$476K +$476K +752 New
NFG
1337
Nations Financial Group
Iowa
$475K -$1.88K -3 -0.4%
PWM
1338
Power Wealth Management
Georgia
$474K +$474K +759 New
BTI
1339
Blue Trust Inc
Georgia
$473K +$53.6K +105 +13%
IAIM
1340
International Assets Investment Management
Florida
$473K -$14.4K -23 -3%
TW
1341
Transform Wealth
Colorado
$472K -$49.4K -79 -9%
DLA
1342
Douglas Lane & Associates
New York
$471K -$8.75K -14 -2%
GCP
1343
Gill Capital Partners
Colorado
$471K – – –
VAM
1344
Verity Asset Management
North Carolina
$470K -$10.6K -17 -2%
AF
1345
Arrow Financial
New York
$469K – – –
ICP
1346
Interchange Capital Partners
Pennsylvania
$467K -$59.6K -96 -11%
OL
1347
OneFund LLC
Florida
$463K +$463K +741 New
TWA
1348
TCI Wealth Advisors
Arizona
$460K -$1.88K -3 -0.4%
FA
1349
Faithward Advisors
Pennsylvania
$460K +$57K +89 +14%
RWM
1350
Rockline Wealth Management
New York
$459K +$459K +734 New
52 53
54
55 56