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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
+$527M
2
Morgan Stanley
Morgan Stanley
New York
+$400M
3
FCM
Farallon Capital Management
California
+$351M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$180M

Top Sellers

1
NHC
Nicholas Hoffman & Company
Georgia
-$1.38B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$657M
3
FIS
Fundsmith Investment Services
Mauritius
-$294M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
5
Ameriprise
Ameriprise
Minnesota
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
1526
Trifecta Capital Advisors
Illinois
$3.5K +$3.5K +9 New
BCPWM
1527
Bradley & Co Private Wealth Management
Florida
$3.11K – – –
AWM
1528
Avior Wealth Management
Nebraska
$3.11K – – –
PPWM
1529
PFG Private Wealth Management
Florida
$3K -$2.57K -6 -46%
FGAM
1530
Financial Gravity Asset Management
Texas
$2.79K -$7.71K -2,712 -73%
AIC
1531
Archer Investment Corporation
Indiana
$2.73K -$37K -95 -93%
GA
1532
GoalVest Advisory
New York
$2.73K -$5.45K -14 -67%
ECM
1533
Everence Capital Management
Indiana
$2.39K +$210 +540 +10%
TFM
1534
TFC Financial Management
Massachusetts
$2.34K – – –
SIC
1535
SJS Investment Consulting
Ohio
$2.34K +$1.17K +3 +100%
DCBT
1536
Dakota Community Bank & Trust
North Dakota
$2K – – –
MYAM
1537
Meiji Yasuda Asset Management
Japan
$1.58K -$47 -120 -3%
RDFA
1538
Ritter Daniher Financial Advisory
Ohio
$1.56K +$1.56K +4 New
LIM
1539
Longfellow Investment Management
Massachusetts
$1.56K +$1.56K +4 New
CP
1540
Castleview Partners
Texas
$1.56K – – –
FSWA
1541
Financial Synergies Wealth Advisors
Texas
$1.17K – – –
MIM
1542
Macroview Investment Management
Maryland
$1.17K – – –
GJIA
1543
Glass Jacobson Investment Advisors
Maryland
$1.17K +$1.17K +3 New
BC
1544
Burleson & Co
California
$792 – – –
PI
1545
PEAK6 Investments
Illinois
$780 -$6.41M -16,429 -100%
GI
1546
Gradient Investments
Minnesota
$778 -$2.33K -6 -75%
WA
1547
WestEnd Advisors
North Carolina
$778 – – –
AWM
1548
AllSquare Wealth Management
New York
$778 – – –
TWD
1549
True Wealth Design
Ohio
$778 +$778 +2 New
CHA
1550
Carmichael Hill & Associates
Maryland
$389 – – –
60 61
62
63 64