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Intuit

1,729 hedge funds and large institutions have $118B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 627 increasing their positions, 659 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+72
Holders Change %
+4.35%
% of All Funds
27.57%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.55%
New
177
Increased
627
Reduced
659
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
JSC
1501
Jackson Square Capital
California
$217K +$217K +425 New
APW
1502
Austin Private Wealth
Texas
$217K +$217K +424 New
AWA
1503
Arete Wealth Advisors
Illinois
$216K +$216K +422 New
AWM
1504
Atticus Wealth Management
Florida
$215K -$4.6K -9 -2%
IIC
1505
Ironwood Investment Counsel
Arizona
$212K +$179K +2,393 +545%
GA
1506
Goldstein Advisors
Wisconsin
$212K -$17.9K -35 -8%
TNA
1507
True North Advisors
Texas
$212K -$121K -237 -36%
FOA
1508
Five Oceans Advisors
California
$211K +$211K +412 New
BCMO
1509
Buckingham Capital Management (Ohio)
Ohio
$209K +$209K +409 New
AWA
1510
Amplius Wealth Advisors
Pennsylvania
$209K +$209K +409 New
GFS
1511
GYL Financial Synergies
Connecticut
$209K +$209K +409 New
CS
1512
Cannell & Spears
New York
$208K +$208K +408 New
MCM
1513
Manchester Capital Management
Vermont
$208K +$38.3K +75 +23%
WI
1514
Wintrust Investments
Illinois
$207K +$207K +405 New
AFG
1515
ABLE Financial Group
Arizona
$207K +$207K +405 New
SICM
1516
Sustainable Insight Capital Management
New York
$207K +$207K +405 New
IFU
1517
iSAM Funds (UK)
United Kingdom
$206K -$80.2K -157 -28%
BMC
1518
Benin Management Corp
Connecticut
$206K +$206K +403 New
CBFP
1519
Cedar Brook Financial Partners
Ohio
$205K -$84.3K -165 -29%
CT
1520
Colonial Trust
South Carolina
$205K -$45K -88 -18%
LJHT
1521
Laurie J. Hall Trustee
$205K -$13.3K -26 -6%
CIA
1522
Compass Ion Advisors
Pennsylvania
$205K +$205K +401 New
SA
1523
Syntax Advisors
New York
$205K -$50.6K -99 -20%
VCG
1524
Vantage Consulting Group
Virginia
$205K -$50.6K -99 -20%
SFG
1525
Summit Financial Group
West Virginia
$205K +$205K +401 New