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Intuit
INTU

Overview Fund Activity

1,602 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 659 increasing their positions, 558 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
+51
Holders Change %
+3.29%
% of All Funds
25.64%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.3%
New
167
Increased
659
Reduced
558
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.05B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$574M
3
Artisan Partners
Artisan Partners
Wisconsin
+$304M
4
Bank of America
Bank of America
North Carolina
+$247M
5
Tiger Global Management
Tiger Global Management
New York
+$199M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$695M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$442M
3
FPP
Findlay Park Partners
United Kingdom
-$363M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$264M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
1451
Carmel Capital Partners
California
$83.4K +$83.4K +187 New
FMII
1452
Farmers & Merchants Investments Inc
Nebraska
$82.5K – – –
CWM
1453
Cedar Wealth Management
California
$82K +$12.5K +28 +18%
SIC
1454
Salem Investment Counselors
North Carolina
$80.3K -$10.3K -23 -11%
FMP
1455
Financial Management Professionals
Texas
$79K +$446 +1 +0.6%
ACA
1456
Atlas Capital Advisors
Wyoming
$78.5K – – –
JFGIW
1457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$76.7K -$141K -317 -65%
CAC
1458
Core Alternative Capital
Georgia
$76.2K +$42.4K +95 +125%
BIA
1459
Bell Investment Advisors
California
$75.8K +$6.69K +15 +10%
RFA
1460
Resurgent Financial Advisors
Georgia
$75.3K -$15.2K -34 -17%
VCM
1461
Vigilant Capital Management
Maine
$74K -$55.2K -123 -43%
DMBA
1462
Deseret Mutual Benefit Administrators
Utah
$70.4K -$81.1K -182 -54%
CCA
1463
Catalyst Capital Advisors
New York
$70.4K -$27.2K -61 -28%
AT
1464
Avalon Trust
New Mexico
$70K +$70K +157 New
UCB
1465
United Community Bank
South Carolina
$69.1K – – –
WT
1466
Washington Trust
Rhode Island
$67.8K – – –
FMTCOCP
1467
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K – – –
DF
1468
DecisionPoint Financial
Arizona
$66.9K +$22.3K +50 +50%
MS
1469
Mizuho Securities
Japan
$66.9K -$66.9K -150 -50%
LWP
1470
Lumature Wealth Partners
Georgia
$66K -$3.12K -7 -5%
VNA
1471
Valley National Advisers
Pennsylvania
$64K +$14K +32 +28%
BWA
1472
BDO Wealth Advisors
Florida
$62.9K +$57.5K +129 +1,075%
GFWA
1473
Grey Fox Wealth Advisors
Delaware
$62.9K +$2.68K +6 +4%
HWP
1474
Highline Wealth Partners
California
$61.7K +$447 +1 +0.7%
PGAM
1475
Princeton Global Asset Management
New Jersey
$61.3K +$25.5K +57 +71%
57 58
59
60 61