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1,667 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, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
1451
Matrix Asset Advisors
New York
$206K
GIA
1452
Guyasuta Investment Advisors
Pennsylvania
$206K -$86.3K -197 -30%
MFA
1453
McClarren Financial Advisors
Pennsylvania
$205K -$438 -1 -0.2%
OA
1454
Oxbow Advisors
Texas
$205K +$196K +447 New
DCM
1455
Deuterium Capital Management
Florida
$204K +$195K +446 New
PSP
1456
Principal Street Partners
Tennessee
$203K -$7.88K -18 -4%
WFI
1457
West Family Investments
California
$202K +$193K +441 New
IIC
1458
Ironwood Investment Counsel
Arizona
$202K +$192K +439 New
CA
1459
CV Advisors
Florida
$201K +$192K +439 New
YMRC
1460
Yorktown Management & Research Company
Virginia
$201K +$192K +439 New
IAIM
1461
Industrial Alliance Investment Management
Quebec, Canada
$197K -$9.4M -21,462 -98%
AWM
1462
Atticus Wealth Management
Florida
$197K -$2.19K -5 -1%
LJHT
1463
Laurie J. Hall Trustee
$196K
FCAG
1464
First Capital Advisors Group
New Jersey
$191K +$182K +416 New
AIM
1465
Acropolis Investment Management
Missouri
$185K +$177K +404 New
EWA
1466
EverSource Wealth Advisors
Alabama
$184K -$98.1K -224 -36%
BLC
1467
Brown, Lisle/Cummings
Rhode Island
$183K
HB
1468
Horizon Bancorp
Indiana
$182K -$15.3K -35 -8%
HIM
1469
Hillsdale Investment Management
Ontario, Canada
$181K +$87.6K +200 +102%
FCA
1470
FinTrust Capital Advisors
South Carolina
$173K
MFG
1471
Mendota Financial Group
Wisconsin
$171K +$164K +374 New
PB
1472
Pinnacle Bancorp
Nebraska
$169K +$36.8K +84 +29%
BTI
1473
Blue Trust Inc
Georgia
$169K -$298K -680 -64%
PMFA
1474
Plante Moran Financial Advisors
Michigan
$164K +$1.75K +4 +1%
FFA
1475
Farther Finance Advisors
California
$163K +$21.5K +49 +16%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.