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Intuit

1,503 hedge funds and large institutions have $91.3B invested in Intuit in 2022 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 637 increasing their positions, 521 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,503
Holders Change
+12
Holders Change %
+0.8%
% of All Funds
25.99%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.11%
New
130
Increased
637
Reduced
521
Closed
98
Calls
$1.34B
Puts
$1.13B
Net Calls
+$206M
Net Calls Change
-$247M
Name Holding Trade Value Shares
Change
Shares
Change %
FWA
1476
FSC Wealth Advisors
New York
$3K
AWM
1477
Avior Wealth Management
Nebraska
$3K
PO
1478
Private Ocean
California
$3K
GI
1479
Gradient Investments
Minnesota
$3K +$1.13K +3 +60%
CAL
1480
Capital Analysts LLC
Pennsylvania
$3K +$3K +8 New
ACM
1481
Absolute Capital Management
Pennsylvania
$2.38K +$2.38K +6 New
UFF
1482
USA Financial Formulas
Michigan
$2K -$3K -9 -60%
SWM
1483
Sugarloaf Wealth Management
Georgia
$2K
TFM
1484
TFC Financial Management
Massachusetts
$2K
EC
1485
EdgeRock Capital
Colorado
$2K +$2K +4 New
CP
1486
Castleview Partners
Texas
$2K +$2K +4 New
DCBT
1487
Dakota Community Bank & Trust
North Dakota
$2K +$2K +5 New
FSWA
1488
Financial Synergies Wealth Advisors
Texas
$1.16K -$775 -2 -40%
MIM
1489
Macroview Investment Management
Maryland
$1K -$6K -18 -86%
WA
1490
WestEnd Advisors
North Carolina
$1K -$500 -1 -33%
BC
1491
Burleson & Co
California
$1K
S
1492
Surevest
California
$1K
AWM
1493
AllSquare Wealth Management
New York
$1K
ARMC
1494
American Research & Management Company
Massachusetts
$1K +$1K +2 New
SIC
1495
SJS Investment Consulting
Ohio
$1K +$1K +3 New
FGAM
1496
Financial Gravity Asset Management
Texas
$735 -$223 -1,118 -23%
PWP
1497
Principle Wealth Partners
Connecticut
$466 +$39 +100 +9%
MOS
1498
MGO One Seven
Ohio
$261 -$3 -7 -1%
NDSI
1499
Newman Dignan & Sheerar Inc
Rhode Island
$234 +$1 +3 +0.5%
PI
1500
PFS Investments
Georgia
$227 +$227 +586 New