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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 %
PSP
1401
Principal Street Partners
Tennessee
$205K -$136K -306 -40%
EL
1402
EWA LLC
Pennsylvania
$204K +$204K +477 New
FSA
1403
Fort Sheridan Advisors
Illinois
$204K +$204K +457 New
LOPW
1404
Live Oak Private Wealth
North Carolina
$202K +$202K +454 New
LF
1405
LifeSteps Financial
California
$202K +$202K +454 New
CWP
1406
Concord Wealth Partners
Virginia
$201K +$22.3K +50 +12%
MAA
1407
Matrix Asset Advisors
New York
$201K +$201K +450 New
MFA
1408
McClarren Financial Advisors
Pennsylvania
$200K +$444 +1 +0.2%
CFO
1409
CVA Family Office
Colorado
$198K +$23.2K +52 +13%
AWM
1410
Atticus Wealth Management
Florida
$194K +$62.5K +140 +47%
OLVIG
1411
Oliver Lagore Vanvalin Investment Group
Michigan
$194K +$87.4K +196 +82%
PPC
1412
Park Place Capital
Alabama
$194K +$8.47K +19 +5%
HB
1413
Horizon Bancorp
Indiana
$193K -$4.46K -10 -2%
LJHT
1414
Laurie J. Hall Trustee
$190K +$190K +426 New
CWC
1415
Carolinas Wealth Consulting
North Carolina
$188K +$37K +83 +24%
FA
1416
Fortis Advisors
Pennsylvania
$178K – – –
BLC
1417
Brown, Lisle/Cummings
Rhode Island
$178K +$55.7K +125 +45%
KFP
1418
KB Financial Partners
New Jersey
$175K +$41K +92 +31%
FCA
1419
FinTrust Capital Advisors
South Carolina
$173K – – –
GWM
1420
Geneos Wealth Management
Colorado
$165K -$94.1K -211 -36%
IGWM
1421
ICA Group Wealth Management
Colorado
$162K +$446 +1 +0.3%
HI
1422
Harbour Investments
Wisconsin
$161K +$19.6K +44 +14%
PMFA
1423
Plante Moran Financial Advisors
Michigan
$158K +$74.5K +167 +89%
NFSG
1424
Newbridge Financial Services Group
Florida
$155K +$445 +1 +0.3%
SIS
1425
Sound Income Strategies
Florida
$144K -$9.81K -22 -6%
55 56
57
58 59