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Intuit
INTU

Overview Fund Activity

1,657 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, 685 increasing their positions, 563 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+55
Holders Change %
+3.43%
% of All Funds
26.13%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.09%
New
150
Increased
685
Reduced
563
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M

Top Buyers

1
NHC
Nicholas Hoffman & Company
Georgia
+$1.27B
2
ClearBridge Investments
ClearBridge Investments
New York
+$356M
3
Tiger Global Management
Tiger Global Management
New York
+$281M
4
Amundi
Amundi
France
+$272M
5
Goldman Sachs
Goldman Sachs
New York
+$244M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$663M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$622M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$592M
4
Sands Capital Management
Sands Capital Management
Virginia
-$455M
5
Invesco
Invesco
Georgia
-$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1501
Atlas Capital Advisors
Wyoming
$77K -$3.67K -8 -5%
WT
1502
Washington Trust
Rhode Island
$76.1K +$6.42K +14 +9%
BWA
1503
BDO Wealth Advisors
Florida
$74.6K +$10.1K +22 +16%
FMTCOCP
1504
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$74K +$5.48K +12 +8%
DMBA
1505
Deseret Mutual Benefit Administrators
Utah
$72.4K – – –
CWC
1506
Carolinas Wealth Consulting
North Carolina
$72.1K -$122K -265 -63%
AT
1507
Avalon Trust
New Mexico
$71.9K – – –
CCA
1508
Catalyst Capital Advisors
New York
$71K -$1.38K -3 -2%
VNA
1509
Valley National Advisers
Pennsylvania
$70K +$2.32K +5 +3%
LWP
1510
Lumature Wealth Partners
Georgia
$67.4K -$458 -1 -0.7%
DJSG
1511
D.J. St. Germain
Massachusetts
$66K +$66K +144 New
HWP
1512
Highline Wealth Partners
California
$63.5K +$457 +1 +0.7%
PGAM
1513
Princeton Global Asset Management
New Jersey
$63K +$457 +1 +0.7%
AWM
1514
Activest Wealth Management
Florida
$60.1K +$33K +73 +122%
GFPC
1515
Global Financial Private Client
Florida
$58.3K – – –
WTA
1516
Washington Trust Advisors
Massachusetts
$56K -$90.9K -198 -62%
AFS
1517
Annapolis Financial Services
Maryland
$55K +$55K +120 New
CFFP
1518
Center for Financial Planning
Michigan
$52.7K – – –
First Manhattan
1519
First Manhattan
New York
$52.7K -$5.96K -13 -10%
WCM
1520
Wunderlich Capital Managemnt
Tennessee
$50K +$50K +109 New
WPA
1521
West Paces Advisors
Georgia
$49K – – –
CPG
1522
Cornerstone Planning Group
New Jersey
$49K +$49K +107 New
PSB
1523
Piscataqua Savings Bank
New Hampshire
$49K – – –
ME
1524
McIlrath & Eck
Washington
$48.7K -$2.3K -5 -5%
AWM
1525
Abound Wealth Management
Tennessee
$47.8K +$8.73K +19 +22%
59 60
61
62 63