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Intuit
INTU

Overview Fund Activity

1,947 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 815 increasing their positions, 682 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+20
Holders Change %
+1.04%
% of All Funds
28.32%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.21%
New
159
Increased
815
Reduced
682
Closed
114
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$719M
2
Amundi
Amundi
France
+$490M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$337M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$302M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$281M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$773M
2
GQG Partners
GQG Partners
Florida
-$406M
3
Bank of America
Bank of America
North Carolina
-$406M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$383M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAFL
1376
Jay A. Fishman Ltd
Michigan
$481K – – –
RCAG
1377
Rehmann Capital Advisory Group
Michigan
$481K +$53.3K +81 +12%
KWS
1378
Keystone Wealth Services
California
$479K – – –
SEA
1379
Stegent Equity Advisors
Texas
$479K – – –
CPC
1380
Congress Park Capital
New York
$478K -$80.8K -123 -14%
BIA
1381
Bigelow Investment Advisors
Maine
$477K -$1.31K -2 -0.3%
JBA
1382
Johnson Bixby & Associates
Washington
$476K – – –
WA
1383
WP Advisors
California
$475K +$657 +1 +0.1%
BWP
1384
Bernardo Wealth Planning
Pennsylvania
$475K +$1.97K +3 +0.4%
KIA
1385
KCM Investment Advisors
California
$470K – – –
CIS
1386
Custom Index Systems
New York
$467K +$58.5K +89 +14%
WC
1387
Waterloo Capital
Texas
$467K -$191K -291 -29%
AIA
1388
Angeles Investment Advisors
California
$467K +$209K +318 +81%
OWP
1389
Obermeyer Wealth Partners
Colorado
$466K +$136K +207 +41%
1CP
1390
17 Capital Partners
Arizona
$465K +$9.86K +15 +2%
RP
1391
Riverwater Partners
Wisconsin
$465K +$35.5K +54 +8%
FSA
1392
Fort Sheridan Advisors
Illinois
$465K +$5.92K +9 +1%
IAIM
1393
International Assets Investment Management
Florida
$465K +$1.97K +3 +0.4%
CIAS
1394
Capital Investment Advisory Services
North Carolina
$464K – – –
USB
1395
Union Savings Bank
Connecticut
$463K – – –
Betterment LLC
1396
Betterment LLC
New York
$462K +$657 +1 +0.1%
JWM
1397
Janiczek Wealth Management
Colorado
$461K -$56.5K -86 -11%
PWMG
1398
Prestige Wealth Management Group
New Jersey
$461K -$13.8K -21 -3%
CICI
1399
Capital Investment Counsel Inc
North Carolina
$460K – – –
MUAMU
1400
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$460K -$329K -500 -42%
54 55
56
57 58