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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 %
VCM
1401
Versant Capital Management
Arizona
$77.1K +$389 +1 +0.5%
BCM
1402
Birch Capital Management
Texas
$76.7K – – –
PMFA
1403
Plante Moran Financial Advisors
Michigan
$73.2K +$389 +1 +0.5%
FMII
1404
Farmers & Merchants Investments Inc
Nebraska
$72K – – –
FMP
1405
Financial Management Professionals
Texas
$69K -$6.67K -17 -9%
ACA
1406
Atlas Capital Advisors
Wyoming
$68.5K – – –
HIM
1407
Hillsdale Investment Management
Ontario, Canada
$62.7K – – –
CWM
1408
Cedar Wealth Management
California
$60.7K -$12.8K -33 -17%
BIA
1409
Bell Investment Advisors
California
$60.3K -$11.7K -30 -16%
LWP
1410
Lumature Wealth Partners
Georgia
$60.3K -$5.84K -15 -9%
UCB
1411
United Community Bank
South Carolina
$60.3K +$29.2K +75 +94%
WT
1412
Washington Trust
Rhode Island
$59.2K +$11.7K +30 +25%
FA
1413
Fiduciary Alliance
South Carolina
$59.2K +$59.2K +152 New
FMTCOCP
1414
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K – – –
ORAM
1415
One River Asset Management
Connecticut
$55.9K +$55.9K +143 New
EBA
1416
Eagle Bay Advisors
New York
$55.2K +$1.56K +4 +3%
HWP
1417
Highline Wealth Partners
California
$53.4K – – –
GFWA
1418
Grey Fox Wealth Advisors
Delaware
$52.5K +$52.5K +135 New
ECG
1419
Edge Capital Group
Georgia
$50.5K +$13.6K +35 +37%
GFPC
1420
Global Financial Private Client
Florida
$50.2K – – –
SWA
1421
SOA Wealth Advisors
New York
$48.7K -$779 -2 -2%
EC
1422
Elequin Capital
New York
$46.7K +$46.7K +120 New
NSB
1423
Norway Savings Bank
Maine
$45.2K – – –
VNA
1424
Valley National Advisers
Pennsylvania
$45K – – –
CFFP
1425
Center for Financial Planning
Michigan
$44.8K – – –
55 56
57
58 59