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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 %
TH
1426
TCTC Holdings
Texas
$381K – – –
BB
1427
Berkshire Bank
Massachusetts
$381K +$9.38K +15 +3%
HWA
1428
HCR Wealth Advisors
California
$379K +$379K +606 New
WMP
1429
Wealth Management Partners
Arizona
$378K +$33.8K +54 +10%
GSIAS
1430
Garden State Investment Advisory Services
New Jersey
$375K – – –
NDSI
1431
Newman Dignan & Sheerar Inc
Rhode Island
$375K – – –
ECAM
1432
East Coast Asset Management
Massachusetts
$375K – – –
RMC
1433
Resources Management Corp
Connecticut
$375K – – –
WMC
1434
Westwood Management Corporation
Illinois
$375K – – –
CAM
1435
Columbia Asset Management
Michigan
$375K – – –
SAMT
1436
Select Asset Management & Trust
Pennsylvania
$375K – – –
HIC
1437
Hartline Investment Corp
Illinois
$371K – – –
WHAM
1438
Windmill Hill Asset Management
United Kingdom
$371K +$371K +594 New
RZH
1439
Relyea Zuckerberg Hanson
Connecticut
$367K +$5.63K +9 +2%
CIC
1440
Cornercap Investment Counsel
Georgia
$366K – – –
FSA
1441
Fort Sheridan Advisors
Illinois
$366K +$62.5K +100 +21%
KLCM
1442
KG&L Capital Management
Louisiana
$366K +$366K +585 New
BW
1443
Bison Wealth
Georgia
$365K +$23.1K +37 +7%
EWM
1444
Endowment Wealth Management
Wisconsin
$365K -$11.3K -18 -3%
CMA
1445
Cedar Mountain Advisors
Oregon
$364K +$625 +1 +0.2%
CS
1446
Crescent Sterling
Louisiana
$364K -$5.63K -9 -2%
CAG
1447
Csenge Advisory Group
Florida
$362K +$31.3K +50 +9%
LL
1448
LWMG LLC
Minnesota
$361K +$15.6K +25 +5%
GP
1449
Geneva Partners
Wisconsin
$360K +$360K +576 New
ERIM
1450
Eagle Ridge Investment Management
Connecticut
$359K – – –
56 57
58
59 60