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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
NDSI
1351
Newman Dignan & Sheerar Inc
Rhode Island
$275K
OCM
1352
Orchard Capital Management
Illinois
$273K
BC
1353
Brookfield Corp
Ontario, Canada
$272K -$296K -677 -53%
HIC
1354
Hartline Investment Corp
Illinois
$272K +$260K +594 New
BB
1355
Berkshire Bank
Massachusetts
$272K
FWM
1356
FFT Wealth Management
Pennsylvania
$272K +$2.63K +6 +1%
JCM
1357
Jacobsen Capital Management
Utah
$272K +$18.4K +42 +8%
RF
1358
RHS Financial
California
$268K
FFS
1359
Founders Financial Securities
Maryland
$268K +$256K +584 New
CMA
1360
Cedar Mountain Advisors
Oregon
$266K +$438 +1 +0.2%
LL
1361
LWMG LLC
Minnesota
$266K -$40.3K -92 -14%
CAL
1362
Capital Advisors Ltd
Ohio
$266K +$11.8K +27 +5%
WAP
1363
Wealthcare Advisory Partners
Pennsylvania
$265K
ERIM
1364
Eagle Ridge Investment Management
Connecticut
$264K +$876 +2 +0.3%
USCWA
1365
U.S. Capital Wealth Advisors
Texas
$264K -$13.6K -31 -5%
NERM
1366
New England Research & Management
Illinois
$263K
HFA
1367
High Falls Advisors
New York
$262K +$4.38K +10 +2%
PIA
1368
Perennial Investment Advisors
California
$262K +$250K +572 New
AWM
1369
Accurate Wealth Management
Florida
$261K +$236K +540 New
CBFP
1370
Cedar Brook Financial Partners
Ohio
$260K -$29.3K -67 -11%
GCA
1371
Gradient Capital Advisors
California
$258K +$876 +2 +0.4%
IFU
1372
iSAM Funds (UK)
United Kingdom
$257K +$245K +560 New
CAG
1373
Csenge Advisory Group
Florida
$256K +$244K +558 New
SB
1374
Simmons Bank
Arkansas
$255K +$243K +556 New
EFG
1375
Ethos Financial Group
Pennsylvania
$254K

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.