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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
PS
1351
Planned Solutions
California
$343K -$25.3K -50 -7%
VT
1352
Vise Technologies
New York
$343K +$69.3K +137 +26%
DWM
1353
Drive Wealth Management
Utah
$343K +$20.7K +41 +7%
BBNB
1354
Baker Boyer National Bank
Washington
$342K +$339K +670 New
GEA
1355
Glen Eagle Advisors
New Jersey
$341K -$506 -1 -0.1%
PWMG
1356
Prestige Wealth Management Group
New Jersey
$339K +$3.54K +7 +1%
HT
1357
Heritage Trust
Oklahoma
$339K
CWM
1358
Circle Wealth Management
New Jersey
$338K +$335K +662 New
TIM
1359
Triad Investment Management
California
$335K
FA
1360
Faithward Advisors
Pennsylvania
$335K +$88.6K +175 +39%
EL
1361
EWA LLC
Pennsylvania
$330K +$84.5K +167 +37%
BIA
1362
Bigelow Investment Advisors
Maine
$329K +$3.04K +6 +0.9%
HFAS
1363
Hummer Financial Advisory Services
Illinois
$327K
FFS
1364
Founders Financial Securities
Maryland
$327K +$28.3K +56 +10%
SAA
1365
Southeast Asset Advisors
Georgia
$323K
KFS
1366
Kurt F. Somerville
$322K
UFF
1367
USA Financial Formulas
Michigan
$322K +$317K +626 +15,650%
HIM
1368
Hillsdale Investment Management
Ontario, Canada
$320K +$117K +231 +58%
CNB
1369
Camden National Bank
Maine
$319K -$10.1K -20 -3%
TP
1370
Tranquility Partners
Tennessee
$319K
BFA
1371
Bragg Financial Advisors
North Carolina
$317K
SIMG
1372
Sonora Investment Management Group
Arizona
$317K
LJAC
1373
L.J. Altfest & Co
New York
$316K
TWM
1374
Tanager Wealth Management
United Kingdom
$314K -$52.6K -104 -14%
SPWM
1375
Spartan Planning & Wealth Management
North Carolina
$314K +$311K +614 New