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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 %
NMG
1351
New Millennium Group
Utah
$458K -$1.88K -3 -0.4%
CMI
1352
Clare Market Investments
Texas
$458K +$458K +733 New
PCS
1353
Private Client Services
Kentucky
$458K +$458K +732 New
HBT
1354
Heartland Bank & Trust
Illinois
$458K -$33.1K -53 -7%
JAFL
1355
Jay A. Fishman Ltd
Michigan
$458K – – –
KGC
1356
Kennon-Green & Company
Ohio
$456K -$7.5K -12 -2%
SEA
1357
Stegent Equity Advisors
Texas
$456K – – –
PWMG
1358
Provence Wealth Management Group
California
$456K +$90.6K +145 +25%
KWS
1359
Keystone Wealth Services
California
$456K +$456K +729 New
SAA
1360
Southeast Asset Advisors
Georgia
$454K +$59.4K +95 +15%
JBA
1361
Johnson Bixby & Associates
Washington
$453K – – –
EFG
1362
Ethos Financial Group
Pennsylvania
$453K +$105K +168 +30%
PWMG
1363
Prestige Wealth Management Group
New Jersey
$451K +$35.6K +57 +9%
RP
1364
Riverwater Partners
Wisconsin
$451K -$11.3K -18 -2%
WA
1365
WP Advisors
California
$450K +$625 +1 +0.1%
BWP
1366
Bernardo Wealth Planning
Pennsylvania
$449K +$625 +1 +0.1%
PIM
1367
Plato Investment Management
Australia
$449K +$449K +719 New
WAG
1368
Winthrop Advisory Group
Massachusetts
$449K -$625 -1 -0.1%
JWM
1369
Janiczek Wealth Management
Colorado
$448K +$10.6K +17 +2%
NAS
1370
Nicolet Advisory Services
Wisconsin
$444K -$14.7K -25 -3%
GDP
1371
Great Diamond Partners
Maine
$443K +$1.25K +2 +0.3%
USB
1372
Union Savings Bank
Connecticut
$441K – – –
SIC
1373
Samalin Investment Counsel
New York
$439K +$626 +1 +0.1%
BOM
1374
Bank of Marin
California
$439K -$70K -112 -14%
CICI
1375
Capital Investment Counsel Inc
North Carolina
$438K – – –
53 54
55
56 57