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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
AFG
1526
ABLE Financial Group
Arizona
$207K +$205K +405 New
SICM
1527
Sustainable Insight Capital Management
New York
$207K +$205K +405 New
IFU
1528
iSAM Funds (UK)
United Kingdom
$206K -$79.4K -157 -28%
BMC
1529
Benin Management Corp
Connecticut
$206K +$204K +403 New
CBFP
1530
Cedar Brook Financial Partners
Ohio
$205K -$83.5K -165 -29%
CT
1531
Colonial Trust
South Carolina
$205K -$44.5K -88 -18%
LJHT
1532
Laurie J. Hall Trustee
$205K -$13.2K -26 -6%
CIA
1533
Compass Ion Advisors
Pennsylvania
$205K +$203K +401 New
SA
1534
Syntax Advisors
New York
$205K -$50.1K -99 -20%
VCG
1535
Vantage Consulting Group
Virginia
$205K -$50.1K -99 -20%
SFG
1536
Summit Financial Group
West Virginia
$205K +$203K +401 New
NIMI
1537
Natixis Investment Managers International
France
$204K -$46.6K -92 -19%
BLC
1538
Brown, Lisle/Cummings
Rhode Island
$204K
CAM
1539
Carret Asset Management
New York
$204K +$202K +400 New
FA
1540
Fortis Advisors
Pennsylvania
$204K +$202K +400 New
PBF
1541
Petix & Botte Financial
California
$204K +$202K +400 New
SFP
1542
Shepherd Financial Partners
Massachusetts
$204K +$202K +399 New
SW
1543
Solidarity Wealth
Utah
$203K +$201K +398 New
WA
1544
Win Advisors
Florida
$203K +$201K +397 New
QFA
1545
Quantum Financial Advisors
California
$201K +$199K +394 New
WWM
1546
Western Wealth Management
Colorado
$201K +$199K +393 New
RB
1547
Renasant Bank
Mississippi
$201K +$199K +393 New
MFG
1548
Mendota Financial Group
Wisconsin
$191K
PB
1549
Pinnacle Bancorp
Nebraska
$189K
FCA
1550
FinTrust Capital Advisors
South Carolina
$185K -$42K -83 -19%