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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1501
Capital Advisors Inc
Oklahoma
$223K +$221K +436 New
AIM
1502
Acropolis Investment Management
Missouri
$222K +$15.7K +31 +8%
EWA
1503
EverSource Wealth Advisors
Alabama
$221K +$15.7K +31 +8%
SB
1504
Strategic Blueprint
Georgia
$221K +$219K +433 New
CIP
1505
Convergence Investment Partners
Florida
$221K +$219K +432 New
SA
1506
Scarborough Advisors
Maryland
$220K +$218K +431 New
TNBTD
1507
Trustmark National Bank Trust Department
Mississippi
$220K +$218K +430 New
SWP
1508
Semus Wealth Partners
Florida
$220K +$218K +430 New
JWM
1509
Jeppson Wealth Management
California
$218K +$216K +427 New
FFA
1510
Founders Financial Alliance
North Carolina
$218K -$46K -91 -18%
AAMA
1511
Advanced Asset Management Advisors
Ohio
$217K +$215K +425 New
JSC
1512
Jackson Square Capital
California
$217K +$215K +425 New
APW
1513
Austin Private Wealth
Texas
$217K +$215K +424 New
AWA
1514
Arete Wealth Advisors
Illinois
$216K +$214K +422 New
AWM
1515
Atticus Wealth Management
Florida
$215K -$4.55K -9 -2%
IIC
1516
Ironwood Investment Counsel
Arizona
$212K +$1.21M +2,393 +545%
GA
1517
Goldstein Advisors
Wisconsin
$212K -$17.7K -35 -8%
TNA
1518
True North Advisors
Texas
$212K -$120K -237 -36%
FOA
1519
Five Oceans Advisors
California
$211K +$208K +412 New
AWA
1520
Amplius Wealth Advisors
Pennsylvania
$209K +$207K +409 New
BCMO
1521
Buckingham Capital Management (Ohio)
Ohio
$209K +$207K +409 New
GFS
1522
GYL Financial Synergies
Connecticut
$209K +$207K +409 New
CS
1523
Cannell & Spears
New York
$208K +$206K +408 New
MCM
1524
Manchester Capital Management
Vermont
$208K +$38K +75 +23%
WI
1525
Wintrust Investments
Illinois
$207K +$205K +405 New