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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 %
AWM
1376
Atticus Wealth Management
Florida
$115K -$38.9K -100 -25%
VCM
1377
Vigilant Capital Management
Maine
$112K -$3.5K -9 -3%
PB
1378
Pinnacle Bancorp
Nebraska
$111K – – –
WPWM
1379
Western Pacific Wealth Management
Illinois
$111K +$41.3K +106 +60%
MCC
1380
Money Concepts Capital
Florida
$109K +$37.4K +96 +52%
BLC
1381
Brown, Lisle/Cummings
Rhode Island
$107K – – –
BWM
1382
BerganKDV Wealth Management
Minnesota
$107K +$779 +2 +0.7%
AWM
1383
Accurate Wealth Management
Florida
$103K +$103K +266 New
HIIFS
1384
Harel Insurance Investments & Financial Services
Israel
$100K -$8.17K -21 -8%
HCP
1385
Hexagon Capital Partners
Arkansas
$99.6K -$5.06K -13 -5%
WTA
1386
Washington Trust Advisors
Massachusetts
$99.3K -$177K -456 -64%
SWA
1387
Sutton Wealth Advisors
Florida
$96.1K +$7.4K +19 +8%
DIP
1388
DT Investment Partners
Pennsylvania
$95.7K – – –
OLVIG
1389
Oliver Lagore Vanvalin Investment Group
Michigan
$93K +$5.45K +14 +6%
Jones Financial Companies
1390
Jones Financial Companies
Missouri
$90K +$3.51K +9 +4%
DAM
1391
Delta Asset Management
Tennessee
$88.7K +$88.7K +228 New
CMBA
1392
C.M. Bidwell & Associates
Hawaii
$86.4K – – –
CCA
1393
Catalyst Capital Advisors
New York
$85.2K -$2.34K -6 -3%
VIA
1394
Virtus Investment Advisers
Connecticut
$82.5K – – –
CT
1395
Cambridge Trust
Massachusetts
$82K -$1.54K -4 -2%
JGIA
1396
Jackson Grant Investment Advisers
Connecticut
$79.8K – – –
SIC
1397
Salem Investment Counselors
North Carolina
$79K +$8.95K +23 +13%
RFA
1398
Resurgent Financial Advisors
Georgia
$79K +$79K +203 New
HCA
1399
Harbor Capital Advisors
Illinois
$78.6K +$4.28K +11 +6%
AS
1400
AM Squared
Hong Kong
$77.8K +$77.8K +200 New
54 55
56
57 58