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Intuit

1,657 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
1426
Centaurus Financial
California
$214K -$51.3K -112 -19%
SSB
1427
Sandy Spring Bank
Maryland
$214K -$5.5K -12 -3%
CWM
1428
Connecticut Wealth Management
Connecticut
$213K +$213K +465 New
SC
1429
Sepio Capital
Utah
$213K +$213K +465 New
1WA
1430
180 Wealth Advisors
Washington
$213K -$9.94K -22 -4%
CAMV
1431
Concord Asset Management (Virginia)
Virginia
$213K +$213K +464 New
GLLW
1432
Graves Light Lenhart Wealth
Virginia
$212K +$212K +462 New
CFO
1433
CVA Family Office
Colorado
$210K +$5.96K +13 +3%
FSA
1434
Fort Sheridan Advisors
Illinois
$209K
PWG
1435
Portside Wealth Group
Utah
$209K +$209K +456 New
LOPW
1436
Live Oak Private Wealth
North Carolina
$208K
LF
1437
LifeSteps Financial
California
$208K
KWM
1438
Keebeck Wealth Management
Illinois
$208K +$208K +454 New
EL
1439
EWA LLC
Pennsylvania
$208K -$11K -24 -5%
GA
1440
Goldstein Advisors
Wisconsin
$206K -$41.6K -91 -17%
MAA
1441
Matrix Asset Advisors
New York
$206K
GIA
1442
Guyasuta Investment Advisors
Pennsylvania
$206K -$90.3K -197 -30%
MFA
1443
McClarren Financial Advisors
Pennsylvania
$205K -$457 -1 -0.2%
OA
1444
Oxbow Advisors
Texas
$205K +$205K +447 New
DCM
1445
Deuterium Capital Management
Florida
$204K +$204K +446 New
PSP
1446
Principal Street Partners
Tennessee
$203K -$8.25K -18 -4%
WFI
1447
West Family Investments
California
$202K +$202K +441 New
IIC
1448
Ironwood Investment Counsel
Arizona
$202K +$202K +439 New
YMRC
1449
Yorktown Management & Research Company
Virginia
$201K +$201K +439 New
CA
1450
CV Advisors
Florida
$201K +$201K +439 New