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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
UCB
1501
United Community Bank
South Carolina
$89.3K +$17.5K +40 +26%
SIA
1502
SkyView Investment Advisors
New Jersey
$86K -$6.57K -15 -13%
FMII
1503
Farmers & Merchants Investments Inc
Nebraska
$84.8K
SIC
1504
Salem Investment Counselors
North Carolina
$82.5K
FMP
1505
Financial Management Professionals
Texas
$81K -$438 -1 -0.6%
FA
1506
Fiduciary Alliance
South Carolina
$80.2K +$76.6K +175 New
BIA
1507
Bell Investment Advisors
California
$79.7K +$1.75K +4 +2%
RFA
1508
Resurgent Financial Advisors
Georgia
$79.7K +$2.19K +5 +3%
JFGIW
1509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78.8K
CAC
1510
Core Alternative Capital
Georgia
$78.4K
ACA
1511
Atlas Capital Advisors
Wyoming
$77K -$3.5K -8 -5%
WT
1512
Washington Trust
Rhode Island
$76.1K +$6.13K +14 +9%
BWA
1513
BDO Wealth Advisors
Florida
$74.6K +$9.63K +22 +16%
FMTCOCP
1514
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$74K +$5.25K +12 +8%
DMBA
1515
Deseret Mutual Benefit Administrators
Utah
$72.4K
CWC
1516
Carolinas Wealth Consulting
North Carolina
$72.1K -$116K -265 -63%
AT
1517
Avalon Trust
New Mexico
$71.9K
CCA
1518
Catalyst Capital Advisors
New York
$71K -$1.31K -3 -2%
VNA
1519
Valley National Advisers
Pennsylvania
$70K +$2.19K +5 +3%
LWP
1520
Lumature Wealth Partners
Georgia
$67.4K -$438 -1 -0.7%
DJSG
1521
D.J. St. Germain
Massachusetts
$66K +$63.1K +144 New
HWP
1522
Highline Wealth Partners
California
$63.5K +$438 +1 +0.7%
PGAM
1523
Princeton Global Asset Management
New Jersey
$63K +$438 +1 +0.7%
AWM
1524
Activest Wealth Management
Florida
$60.1K +$32K +73 +122%
GFPC
1525
Global Financial Private Client
Florida
$58.3K

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.