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Intuit

1,729 hedge funds and large institutions have $118B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 627 increasing their positions, 659 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+72
Holders Change %
+4.35%
% of All Funds
27.57%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.55%
New
177
Increased
627
Reduced
659
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
WCF
1451
West Coast Financial
California
$254K +$1.02K +2 +0.4%
SFG
1452
Synergy Financial Group
California
$253K
CFO
1453
CVA Family Office
Colorado
$253K +$18.9K +37 +8%
CCM
1454
Carlson Capital Management
Minnesota
$251K -$9.71K -19 -4%
MHR
1455
Matthew Hamilton Rosenberg
$251K
SAG
1456
SageView Advisory Group
California
$249K +$7.66K +15 +3%
GWS
1457
Glassman Wealth Services
Virginia
$248K -$2.04K -4 -0.8%
FSA
1458
Fort Sheridan Advisors
Illinois
$248K +$14.3K +28 +6%
OA
1459
Operose Advisors
Wisconsin
$248K +$248K +485 New
GLLW
1460
Graves Light Lenhart Wealth
Virginia
$246K
IP
1461
Ignite Planners
California
$246K +$246K +477 New
SRC
1462
Sage Rhino Capital
California
$243K -$1.02K -2 -0.4%
PCG
1463
Prosperity Consulting Group
Maryland
$243K +$243K +475 New
TVAMP
1464
Tennessee Valley Asset Management Partners
Tennessee
$240K
1WA
1465
180 Wealth Advisors
Washington
$239K -$1.53K -3 -0.6%
MIA
1466
Milestone Investment Advisors
Wisconsin
$238K +$238K +465 New
BBNA
1467
Bremer Bank National Association
Minnesota
$237K -$10.2K -20 -4%
GAM
1468
Gemmer Asset Management
California
$237K +$237K +463 New
CAM
1469
Close Asset Management
United Kingdom
$236K +$119K +233 +102%
Point72 Asset Management
1470
Point72 Asset Management
Connecticut
$233K +$233K +456 New
BW
1471
BIP Wealth
Georgia
$232K -$46K -90 -17%
CWM
1472
Concentrum Wealth Management
California
$232K -$20.4K -40 -8%
LOPW
1473
Live Oak Private Wealth
North Carolina
$232K
LF
1474
LifeSteps Financial
California
$232K
MFA
1475
McClarren Financial Advisors
Pennsylvania
$230K +$511 +1 +0.2%