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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
OR
1426
Olympiad Research
Connecticut
$283K +$28.8K +57 +11%
LL
1427
LWMG LLC
Minnesota
$282K -$14.7K -29 -5%
WMP
1428
Wealth Management Partners
Arizona
$282K +$26.3K +52 +10%
BW
1429
Bison Wealth
Georgia
$280K +$14.7K +29 +6%
SIC
1430
Salem Investment Counselors
North Carolina
$278K +$185K +365 +203%
RF
1431
RHS Financial
California
$278K -$20.2K -40 -7%
MC
1432
Martin & Co
Tennessee
$273K +$270K +534 New
IDA
1433
Intelligence Driven Advisers
California
$272K -$3.54K -7 -1%
GD
1434
Grandfield & Dodd
New York
$271K
KIC
1435
Keating Investment Counselors
Florida
$271K
CAG
1436
Csenge Advisory Group
Florida
$270K -$14.7K -29 -5%
JC
1437
JB Capital
Connecticut
$270K -$3.99M -7,883 -94%
SC
1438
Sepio Capital
Utah
$269K +$30.9K +61 +13%
EWA
1439
Etesian Wealth Advisors
Oregon
$267K
XF
1440
XML Financial
Maryland
$266K
TCM
1441
Tufton Capital Management
Maryland
$266K +$2.53K +5 +1%
TBC
1442
Ted Buchan & Co
California
$263K
WCFA
1443
Walkner Condon Financial Advisors
Wisconsin
$262K +$14.7K +29 +6%
KA
1444
Kure Advisory
Minnesota
$262K +$260K +513 New
SSB
1445
Sandy Spring Bank
Maryland
$261K +$22.8K +45 +10%
PWM
1446
Pacific Wealth Management
California
$260K +$257K +508 New
CG
1447
Corundum Group
Colorado
$258K -$65.3K -129 -20%
CP
1448
Covenant Partners
Tennessee
$258K
9WM
1449
9258 Wealth Management
Ohio
$258K +$255K +504 New
RC
1450
Rovin Capital
Arizona
$256K +$7.08K +14 +3%