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Intuit
INTU

Overview Fund Activity

1,899 hedge funds and large institutions have $149B invested in Intuit in 2023 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 676 increasing their positions, 668 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
+170
Holders Change %
+9.83%
% of All Funds
27.84%
Holding in Top 10
102
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.15%
% of All Funds
1.5%
New
292
Increased
676
Reduced
668
Closed
99
Calls
$1.58B
Puts
$2.08B
Net Calls
-$505M
Net Calls Change
-$382M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806M
4
LPC
Lone Pine Capital
Connecticut
+$468M
5
Parnassus Investments
Parnassus Investments
California
+$455M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.08B
2
Coatue Management
Coatue Management
New York
-$456M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
4
Tiger Global Management
Tiger Global Management
New York
-$260M
5
PI
Putnam Investments
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
1501
Sandhill Capital Partners
New York
$311K – – –
KWM
1502
Keebeck Wealth Management
Illinois
$310K +$29.4K +47 +10%
GFA
1503
Grunden Financial Advisory
Texas
$309K +$309K +494 New
TNA
1504
True North Advisors
Texas
$308K +$48.8K +78 +19%
AFC
1505
AFT Forsyth & Company
Florida
$308K +$308K +493 New
VWM
1506
Vigilare Wealth Management
Arizona
$308K -$3.13K -5 -1%
MHR
1507
Matthew Hamilton Rosenberg
$306K – – –
SWM
1508
SeaCrest Wealth Management
New York
$306K -$124K -211 -29%
DOA
1509
D'Orazio & Associates
Virginia
$306K +$32.5K +52 +12%
GWS
1510
Glassman Wealth Services
Virginia
$302K -$1.25K -2 -0.4%
SRC
1511
Sage Rhino Capital
California
$300K +$2.5K +4 +0.8%
CICC
1512
Capital Investment Counsel (Colorado)
Colorado
$300K +$300K +480 New
KA
1513
Kovack Advisors
Florida
$299K +$299K +478 New
SSB
1514
Sandy Spring Bank
Maryland
$298K -$21.3K -34 -7%
FTIS
1515
First Trust Investment Solutions
Florida
$298K +$298K +477 New
SG
1516
StoneX Group
New York
$298K -$50K -80 -14%
CCM
1517
Carlson Capital Management
Minnesota
$298K -$9.38K -15 -3%
GSC
1518
Ground Swell Capital
South Carolina
$296K +$296K +474 New
CCWM
1519
Correct Capital Wealth Management
Missouri
$296K +$296K +474 New
DWM
1520
Darwin Wealth Management
Florida
$296K -$51.9K -83 -15%
FTWA
1521
Fifth Third Wealth Advisors
Ohio
$295K +$295K +472 New
WC
1522
Wynn Capital
Georgia
$294K +$294K +470 New
BBNA
1523
Bremer Bank National Association
Minnesota
$290K – – –
GAM
1524
Gemmer Asset Management
California
$289K – – –
BW
1525
BIP Wealth
Georgia
$284K – – –
59 60
61
62 63