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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 %
CMA
1351
Cedar Mountain Advisors
Oregon
$266K +$458 +1 +0.2%
LL
1352
LWMG LLC
Minnesota
$266K -$42.2K -92 -14%
CAL
1353
Capital Advisors Ltd
Ohio
$266K +$12.4K +27 +5%
WAP
1354
Wealthcare Advisory Partners
Pennsylvania
$265K – – –
ERIM
1355
Eagle Ridge Investment Management
Connecticut
$264K +$916 +2 +0.3%
USCWA
1356
U.S. Capital Wealth Advisors
Texas
$264K -$14.2K -31 -5%
NERM
1357
New England Research & Management
Illinois
$263K – – –
HFA
1358
High Falls Advisors
New York
$262K +$4.59K +10 +2%
PIA
1359
Perennial Investment Advisors
California
$262K +$262K +572 New
AWM
1360
Accurate Wealth Management
Florida
$261K +$261K +540 New
CBFP
1361
Cedar Brook Financial Partners
Ohio
$260K -$30.7K -67 -11%
GCA
1362
Gradient Capital Advisors
California
$258K +$916 +2 +0.4%
IFU
1363
iSAM Funds (UK)
United Kingdom
$257K +$257K +560 New
CAG
1364
Csenge Advisory Group
Florida
$256K +$256K +558 New
SB
1365
Simmons Bank
Arkansas
$255K +$255K +556 New
EFG
1366
Ethos Financial Group
Pennsylvania
$254K – – –
BAM
1367
Belpointe Asset Management
Nevada
$254K -$251K -547 -50%
RZH
1368
Relyea Zuckerberg Hanson
Connecticut
$254K +$4.12K +9 +2%
SG
1369
StoneX Group
New York
$252K -$97.5K -213 -28%
VWM
1370
Vigilare Wealth Management
Arizona
$251K -$25.2K -55 -9%
PWM
1371
Peterson Wealth Management
Nevada
$251K -$2.75K -6 -1%
BW
1372
BIP Wealth
Georgia
$250K +$250K +545 New
AAS
1373
Ameritas Advisory Services
Nebraska
$245K +$2.24K +5 +0.9%
VT
1374
Vise Technologies
New York
$245K -$1.38K -3 -0.6%
FAG
1375
Fortitude Advisory Group
Washington
$244K +$1.38K +3 +0.6%
53 54
55
56 57