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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
1501
Lee Financial
Texas
$6.62K – – –
PO
1502
Private Ocean
California
$6.62K +$3.5K +9 +113%
TF
1503
TimeScale Financial
Massachusetts
$6.58K – – –
CFD
1504
Creative Financial Designs
Indiana
$6.23K – – –
PS
1505
PayPay Securities
Japan
$6.23K +$6.23K +16 New
ONST
1506
Old North State Trust
North Carolina
$6K – – –
CAL
1507
Capital Analysts LLC
Pennsylvania
$6K +$3K +8 +100%
CTA
1508
Colonial Trust Advisors
South Carolina
$5.45K +$389 +1 +8%
TCM
1509
Tradewinds Capital Management
Washington
$5.45K +$5.45K +14 New
NIC
1510
Northwest Investment Counselors
Oregon
$5.06K -$7.01K -18 -58%
HWM
1511
HighMark Wealth Management
Minnesota
$5.06K – – –
MA
1512
MCF Advisors
Kentucky
$5.06K +$1.17K +3 +30%
MTIC
1513
Missouri Trust & Investment Company
Missouri
$5K – – –
TFGT
1514
TS Financial Group (TSFG)
Illinois
$5K – – –
BWA
1515
BDO Wealth Advisors
Florida
$4.67K -$10.1K -26 -68%
EL
1516
EMFO LLC
Florida
$4.67K – – –
CA
1517
Corrado Advisors
New Jersey
$4.45K +$4.45K +11 New
RFS
1518
Retirement Financial Solutions
Tennessee
$4.28K +$4.28K +11 New
MUMSS
1519
Mitsubishi UFJ Morgan Stanley Securities
Japan
$4K -$8K -20 -67%
BCH
1520
Berkshire Capital Holdings
California
$3.89K – – –
KFS
1521
Kelly Financial Services
Massachusetts
$3.89K – – –
TWI
1522
Thomas White International
Illinois
$3.89K – – –
SC
1523
Schubert & Co
Texas
$3.89K +$778 +2 +25%
MPCL
1524
My Personal CFO LLC
Washington
$3.89K +$3.89K +10 New
DI
1525
Disciplined Investments
Oklahoma
$3.5K +$389 +1 +13%
59 60
61
62 63