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Intuit
INTU

Overview Fund Activity

1,551 hedge funds and large institutions have $90.7B invested in Intuit in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 551 increasing their positions, 599 reducing their positions, and 99 closing their positions.

Holders
1,551
Holders Change
+48
Holders Change %
+3.19%
% of All Funds
25.02%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.08%
New
176
Increased
551
Reduced
599
Closed
99
Calls
$1.43B
Puts
$1.28B
Net Calls
+$148M
Net Calls Change
-$58.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.82B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.34B
3
FCM
3
Farallon Capital Management
California
$351M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$499M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$939M

Top Sellers

1
NHC
1
Nicholas Hoffman & Company
Georgia
$0
2
Fundsmith LLP
2
Fundsmith LLP
United Kingdom
$0
3
FIS
3
Fundsmith Investment Services
Mauritius
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$140M
5
Ameriprise
5
Ameriprise
Minnesota
$907M
Name Market Value Shares Shares
Change 		Shares
Change %
TCA
1526
Trifecta Capital Advisors
Illinois
$3.5K 9 +9 New
BCPWM
1527
Bradley & Co Private Wealth Management
Florida
$3.11K 8 – –
AWM
1528
Avior Wealth Management
Nebraska
$3.11K 8 – –
PPWM
1529
PFG Private Wealth Management
Florida
$3K 7 -6 -46%
FGAM
1530
Financial Gravity Asset Management
Texas
$2.79K 980 -2,712 -73%
AIC
1531
Archer Investment Corporation
Indiana
$2.73K 7 -95 -93%
GA
1532
GoalVest Advisory
New York
$2.73K 7 -14 -67%
ECM
1533
Everence Capital Management
Indiana
$2.39K 6,130 +540 +10%
TFM
1534
TFC Financial Management
Massachusetts
$2.34K 6 – –
SIC
1535
SJS Investment Consulting
Ohio
$2.34K 6 +3 +100%
DCBT
1536
Dakota Community Bank & Trust
North Dakota
$2K 5 – –
MYAM
1537
Meiji Yasuda Asset Management
Japan
$1.58K 4,055 -120 -3%
LIM
1538
Longfellow Investment Management
Massachusetts
$1.56K 4 +4 New
RDFA
1539
Ritter Daniher Financial Advisory
Ohio
$1.56K 4 +4 New
CP
1540
Castleview Partners
Texas
$1.56K 4 – –
MIM
1541
Macroview Investment Management
Maryland
$1.17K 3 – –
FSWA
1542
Financial Synergies Wealth Advisors
Texas
$1.17K 3 – –
GJIA
1543
Glass Jacobson Investment Advisors
Maryland
$1.17K 3 +3 New
BC
1544
Burleson & Co
California
$792 2 – –
PI
1545
PEAK6 Investments
Illinois
$780 2 -16,429 -100%
GI
1546
Gradient Investments
Minnesota
$778 2 -6 -75%
WA
1547
WestEnd Advisors
North Carolina
$778 2 – –
AWM
1548
AllSquare Wealth Management
New York
$778 2 – –
TWD
1549
True Wealth Design
Ohio
$778 2 +2 New
DWA
1550
Delos Wealth Advisors
Texas
$389 1 – –
60 61
62
63 64