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Intuit
INTU

Overview Fund Activity

1,602 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 659 increasing their positions, 558 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
+51
Holders Change %
+3.29%
% of All Funds
25.64%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.3%
New
167
Increased
659
Reduced
558
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.05B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$574M
3
Artisan Partners
Artisan Partners
Wisconsin
+$304M
4
Bank of America
Bank of America
North Carolina
+$247M
5
Tiger Global Management
Tiger Global Management
New York
+$199M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$695M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$442M
3
FPP
Findlay Park Partners
United Kingdom
-$363M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$264M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBTD
1376
Mechanics Bank - Trust Department
California
$223K +$223K +500 New
IC
1377
Inscription Capital
Texas
$223K +$223K +500 New
ES
1378
Eagle Strategies
New York
$222K +$222K +498 New
HCM
1379
Hollencrest Capital Management
California
$222K +$209K +468 +1,614%
SCP
1380
Sandhill Capital Partners
New York
$222K +$222K +497 New
WFA
1381
Wade Financial Advisory
California
$222K +$222K +497 New
EA
1382
Echo45 Advisors
California
$221K -$13.4K -30 -6%
WCF
1383
West Coast Financial
California
$221K +$221K +495 New
SFG
1384
Synergy Financial Group
California
$221K -$28.1K -63 -11%
CAM
1385
Concorde Asset Management
Michigan
$221K -$264K -592 -54%
1WA
1386
180 Wealth Advisors
Washington
$220K +$220K +493 New
MHR
1387
Matthew Hamilton Rosenberg
$219K – – –
MSR
1388
Main Street Research
Connecticut
$218K -$739K -1,657 -77%
GWS
1389
Glassman Wealth Services
Virginia
$218K +$8.47K +19 +4%
CWP
1390
Cyndeo Wealth Partners
Florida
$218K +$218K +489 New
AG
1391
Ascent Group
Virginia
$218K +$218K +488 New
WCFA
1392
Walkner Condon Financial Advisors
Wisconsin
$213K +$213K +478 New
SSB
1393
Sandy Spring Bank
Maryland
$213K +$5.35K +12 +3%
CIC
1394
Crawford Investment Counsel
Georgia
$211K +$211K +474 New
MAM
1395
McLean Asset Management
Virginia
$211K +$211K +472 New
OCM
1396
One Capital Management
California
$210K +$210K +471 New
TVAMP
1397
Tennessee Valley Asset Management Partners
Tennessee
$209K +$209K +470 New
MIA
1398
Milestone Investment Advisors
Wisconsin
$207K +$207K +465 New
Loomis, Sayles & Company
1399
Loomis, Sayles & Company
Massachusetts
$207K -$63.3K -142 -23%
BBNA
1400
Bremer Bank National Association
Minnesota
$207K +$207K +464 New
54 55
56
57 58