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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
BB
1401
Berkshire Bank
Massachusetts
$303K
HIC
1402
Hartline Investment Corp
Illinois
$303K
CS
1403
Crescent Sterling
Louisiana
$302K -$5.57K -11 -2%
HBT
1404
Hills Bank & Trust
Iowa
$299K +$297K +586 New
USCWA
1405
U.S. Capital Wealth Advisors
Texas
$299K +$5.06K +10 +2%
CIC
1406
Cornercap Investment Counsel
Georgia
$299K -$1.81M -3,585 -86%
AAS
1407
Ameritas Advisory Services
Nebraska
$299K +$9.11K +18 +3%
PWMG
1408
Provence Wealth Management Group
California
$298K +$296K +584 New
CMA
1409
Cedar Mountain Advisors
Oregon
$297K +$506 +1 +0.2%
CT
1410
Coastline Trust
Rhode Island
$297K -$38K -75 -11%
RZH
1411
Relyea Zuckerberg Hanson
Connecticut
$295K +$12.1K +24 +4%
NERM
1412
New England Research & Management
Illinois
$294K
ERIM
1413
Eagle Ridge Investment Management
Connecticut
$294K -$1.01K -2 -0.3%
HFA
1414
High Falls Advisors
New York
$293K +$506 +1 +0.2%
IFG
1415
Independent Financial Group
California
$293K +$38.5K +76 +15%
IGWM
1416
ICA Group Wealth Management
Colorado
$292K +$27.3K +54 +10%
GCA
1417
Gradient Capital Advisors
California
$291K +$3.54K +7 +1%
PIA
1418
Perennial Investment Advisors
California
$290K -$2.02K -4 -0.7%
MAM
1419
Meeder Asset Management
Ohio
$289K -$6.93M -13,699 -96%
WA
1420
Waverly Advisors
Alabama
$287K -$38K -75 -12%
WAP
1421
Wealthcare Advisory Partners
Pennsylvania
$285K -$10.6K -21 -4%
SG
1422
StoneX Group
New York
$284K +$3.04K +6 +1%
DWM
1423
Darwin Wealth Management
Florida
$284K -$2.08M -4,111 -88%
EFG
1424
Ethos Financial Group
Pennsylvania
$284K -$7.08K -14 -2%
PCM
1425
Prelude Capital Management
New York
$283K -$23.8K -47 -8%