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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
CIC
1376
Carnegie Investment Counsel
Ohio
$314K -$2.53K -5 -0.8%
MC
1377
Moors & Cabot
Massachusetts
$313K -$3.04K -6 -1%
SC
1378
SouthState Corp
Florida
$313K
IAS
1379
Insigneo Advisory Services
Florida
$313K -$197K -390 -39%
NCM
1380
Nelson Capital Management
California
$312K
CAL
1381
Capital Advisors Ltd
Ohio
$312K +$15.2K +30 +5%
BCA
1382
Bay Colony Advisors
Massachusetts
$312K -$3.54K -7 -1%
TH
1383
TCTC Holdings
Texas
$311K
RCAG
1384
Rehmann Capital Advisory Group
Michigan
$311K -$7.08K -14 -2%
SIM
1385
Studio Investment Management
Illinois
$310K -$197K -390 -39%
GCMG
1386
Gyroscope Capital Management Group
Florida
$310K +$53.1K +105 +21%
VBFP
1387
Valtinson Bruner Financial Planning
Minnesota
$309K
EWM
1388
Endowment Wealth Management
Wisconsin
$308K +$1.01K +2 +0.3%
CAMV
1389
Concord Asset Management (Virginia)
Virginia
$308K +$69.8K +138 +30%
JCM
1390
Jacobsen Capital Management
Utah
$308K +$4.55K +9 +2%
CAM
1391
Columbia Asset Management
Michigan
$307K
RMC
1392
Resources Management Corp
Connecticut
$307K
SAMT
1393
Select Asset Management & Trust
Pennsylvania
$307K
WMC
1394
Westwood Management Corporation
Illinois
$307K
ECAM
1395
East Coast Asset Management
Massachusetts
$307K
GSIAS
1396
Garden State Investment Advisory Services
New Jersey
$307K
NDSI
1397
Newman Dignan & Sheerar Inc
Rhode Island
$307K
BAM
1398
Belpointe Asset Management
Nevada
$306K +$22.8K +45 +8%
RIM
1399
Redwood Investment Management
Arizona
$306K +$303K +599 New
TSS
1400
Two Sigma Securities
New York
$305K -$267K -527 -47%