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Intuit

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
BFAG
1451
Blackston Financial Advisory Group
Florida
$255K
IC
1452
Inscription Capital
Texas
$255K
OWP
1453
Obermeyer Wealth Partners
Colorado
$255K
RP
1454
Reinhart Partners
Wisconsin
$255K
BAAM
1455
Baker Avenue Asset Management
California
$255K
ES
1456
Eagle Strategies
New York
$255K
PWG
1457
Portside Wealth Group
Utah
$255K +$19.2K +38 +8%
MAM
1458
McLean Asset Management
Virginia
$255K +$506 +1 +0.2%
HCM
1459
Hollencrest Capital Management
California
$254K
VWM
1460
Vigilare Wealth Management
Arizona
$254K -$25.3K -50 -9%
SCP
1461
Sandhill Capital Partners
New York
$254K
WCF
1462
West Coast Financial
California
$254K +$1.01K +2 +0.4%
SFG
1463
Synergy Financial Group
California
$253K
CFO
1464
CVA Family Office
Colorado
$253K +$18.7K +37 +8%
CCM
1465
Carlson Capital Management
Minnesota
$251K -$9.62K -19 -4%
MHR
1466
Matthew Hamilton Rosenberg
$251K
SAG
1467
SageView Advisory Group
California
$249K +$7.59K +15 +3%
GWS
1468
Glassman Wealth Services
Virginia
$248K -$2.02K -4 -0.8%
FSA
1469
Fort Sheridan Advisors
Illinois
$248K +$14.2K +28 +6%
OA
1470
Operose Advisors
Wisconsin
$248K +$245K +485 New
GLLW
1471
Graves Light Lenhart Wealth
Virginia
$246K
IP
1472
Ignite Planners
California
$246K +$241K +477 New
SRC
1473
Sage Rhino Capital
California
$243K -$1.01K -2 -0.4%
PCG
1474
Prosperity Consulting Group
Maryland
$243K +$240K +475 New
TVAMP
1475
Tennessee Valley Asset Management Partners
Tennessee
$240K