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Intuit
INTU

Overview Fund Activity

1,899 hedge funds and large institutions have $149B invested in Intuit in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 676 increasing their positions, 668 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
+170
Holders Change %
+9.83%
% of All Funds
27.84%
Holding in Top 10
102
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.15%
% of All Funds
1.5%
New
292
Increased
676
Reduced
668
Closed
99
Calls
$1.58B
Puts
$2.08B
Net Calls
-$505M
Net Calls Change
-$382M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806M
4
LPC
Lone Pine Capital
Connecticut
+$468M
5
Parnassus Investments
Parnassus Investments
California
+$455M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.08B
2
Coatue Management
Coatue Management
New York
-$456M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
4
Tiger Global Management
Tiger Global Management
New York
-$260M
5
PI
Putnam Investments
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
1401
Thomasville National Bank
Georgia
$409K -$41.3K -66 -9%
RCAG
1402
Rehmann Capital Advisory Group
Michigan
$409K +$28.8K +46 +8%
USCWA
1403
U.S. Capital Wealth Advisors
Texas
$406K +$40.6K +65 +11%
9WM
1404
9258 Wealth Management
Ohio
$406K +$91.3K +146 +29%
BSC
1405
Brown Shipley & Co
United Kingdom
$404K -$463K -741 -53%
CAL
1406
Capital Advisors Ltd
Ohio
$401K +$19.4K +31 +5%
WAP
1407
Wealthcare Advisory Partners
Pennsylvania
$401K +$52.5K +84 +15%
MC
1408
Moors & Cabot
Massachusetts
$400K +$16.9K +27 +4%
HFAS
1409
Hummer Financial Advisory Services
Illinois
$400K – – –
PCG
1410
Prosperity Consulting Group
Maryland
$399K +$102K +163 +34%
IFS
1411
Ifrah Financial Services
Arkansas
$397K -$46.9K -75 -11%
KFS
1412
Kurt F. Somerville
$394K – – –
SIMG
1413
Sonora Investment Management Group
Arizona
$394K +$6.25K +10 +2%
BAM
1414
Belpointe Asset Management
Nevada
$393K +$18.2K +29 +5%
HIM
1415
Hillsdale Investment Management
Ontario, Canada
$393K +$625 +1 +0.2%
CNB
1416
Camden National Bank
Maine
$390K – – –
BSHC
1417
Breed's Hill Capital
Massachusetts
$390K +$390K +624 New
BFA
1418
Bragg Financial Advisors
North Carolina
$388K – – –
LJAC
1419
L.J. Altfest & Co
New York
$387K – – –
JCM
1420
Jacobsen Capital Management
Utah
$385K +$8.75K +14 +2%
ESB
1421
Essex Savings Bank
Connecticut
$384K +$103K +165 +37%
TWM
1422
Tanager Wealth Management
United Kingdom
$384K – – –
PWM
1423
Pacific Wealth Management
California
$383K +$65.6K +105 +21%
VBFP
1424
Valtinson Bruner Financial Planning
Minnesota
$383K +$4.38K +7 +1%
HBT
1425
Hills Bank & Trust
Iowa
$382K +$15.6K +25 +4%
55 56
57
58 59