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1,510 hedge funds and large institutions have $91.4B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 639 increasing their positions, 524 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 98

28% more funds holding in top 10

Funds holding in top 10: 5064 (+14)

22% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 524

18% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.13B

1% more capital invested

Capital invested by funds: $90.4B → $91.4B (+$999M)

1% more funds holding

Funds holding: 1,4981,510 (+12)

0.68% more ownership

Funds ownership: 83.24%83.92% (+0.68%)

Holders
1,510
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
26.01%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.1%
New
130
Increased
639
Reduced
524
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1426
Bogart Wealth LLC
Virginia
$15K
HDIM
1427
Hanson & Doremus Investment Management
Vermont
$15K
BWA
1428
BDO Wealth Advisors
Florida
$15K +$9.94K +23 +153%
TSWM
1429
Tyler-Stone Wealth Management
Ohio
$14K
AIM
1430
Axiom Investment Management
New York
$14K +$15.1K +35 New
SFO
1431
Standard Family Office
South Dakota
$14K +$15.1K +35 New
MFT
1432
Moisand Fitzgerald Tamayo
Florida
$14K +$16K +37 New
SN
1433
Sittner & Nelson
Oregon
$13K
HH
1434
HWG Holdings
Texas
$13K +$14.3K +33 New
FRA
1435
Front Row Advisors
California
$12K
MUMSS
1436
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K
NIC
1437
Northwest Investment Counselors
Oregon
$12K
LFG
1438
Larson Financial Group
Missouri
$12K +$12.1K +28 +1,400%
RCC
1439
Red Cedar Capital
Nebraska
$11K +$3.02K +7 +32%
MGIM
1440
M&G Investment Management
United Kingdom
$10.4K -$1.05M -2,441 -8%
APC
1441
Aspire Private Capital
North Carolina
$10K
SWM
1442
Selective Wealth Management
Virginia
$10K +$1.73K +4 +18%
SCA
1443
Stonebridge Capital Advisors
Minnesota
$10K +$3.89K +9 +53%
SFCL
1444
Strengthening Families & Communities LLC
Massachusetts
$10K +$3.89K +9 +47%
CB
1445
Community Bank
New York
$10K +$11.2K +26 New
BG
1446
Bollard Group
Massachusetts
$9K
DAC
1447
Dividend Assets Capital
South Carolina
$9K
PK
1448
Pflug Koory
Nebraska
$9K +$9.94K +23 New
GA
1449
GoalVest Advisory
New York
$8K -$364K -842 -98%
KTC
1450
Kistler-Tiffany Companies
Pennsylvania
$8K