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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.82B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.34B
3
FCM
3
Farallon Capital Management
California
$351M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$499M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$939M

Top Sellers

1
NHC
1
Nicholas Hoffman & Company
Georgia
$0
2
Fundsmith LLP
2
Fundsmith LLP
United Kingdom
$0
3
FIS
3
Fundsmith Investment Services
Mauritius
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$140M
5
Ameriprise
5
Ameriprise
Minnesota
$907M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
1351
McClarren Financial Advisors
Pennsylvania
$175K -$390 -1 -0.2%
FCA
1352
FinTrust Capital Advisors
South Carolina
$173K -$25.3K -65 -13%
BAAM
1353
Baker Avenue Asset Management
California
$172K +$172K +443 New
MCM
1354
Manchester Capital Management
Vermont
$169K +$118K +302 +227%
AAMA
1355
Advanced Asset Management Advisors
Ohio
$165K +$165K +425 New
PPC
1356
Park Place Capital
Alabama
$162K +$162K +416 New
CWP
1357
Concord Wealth Partners
Virginia
$156K -$78.1K -201 -33%
FA
1358
Fortis Advisors
Pennsylvania
$156K – – –
TFS
1359
TrustCore Financial Services
Tennessee
$155K – – –
CFO
1360
CVA Family Office
Colorado
$153K -$86.8K -223 -36%
CA
1361
CoreCap Advisors
Michigan
$152K +$152K +391 New
SC
1362
Seldon Capital
California
$147K – – –
IGWM
1363
ICA Group Wealth Management
Colorado
$146K +$146K +362 New
C
1364
Covestor
United Kingdom
$138K -$35.6K -91 -20%
NFSG
1365
Newbridge Financial Services Group
Florida
$135K +$131K +336 +2,800%
SIS
1366
Sound Income Strategies
Florida
$135K +$130K +335 +3,045%
DMBA
1367
Deseret Mutual Benefit Administrators
Utah
$132K -$224K -575 -63%
CWC
1368
Carolinas Wealth Consulting
North Carolina
$132K +$2.34K +6 +2%
FFA
1369
Farther Finance Advisors
California
$128K +$128K +328 New
ICM
1370
Islay Capital Management
Texas
$126K – – –
HI
1371
Harbour Investments
Wisconsin
$124K +$26.1K +67 +27%
RTC
1372
Riverview Trust Company
Washington
$122K -$208K -533 -63%
KFP
1373
KB Financial Partners
New Jersey
$117K – – –
MS
1374
Mizuho Securities
Japan
$117K +$111K +285 +1,900%
CB
1375
Centennial Bank
Arkansas
$117K +$117K +300 New
53 54
55
56 57