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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 %
LOPW
1526
Live Oak Private Wealth
North Carolina
$284K – – –
LF
1527
LifeSteps Financial
California
$284K – – –
AFG
1528
ABLE Financial Group
Arizona
$284K +$30.6K +49 +12%
SC
1529
Sepio Capital
Utah
$283K -$46.3K -74 -14%
MFA
1530
McClarren Financial Advisors
Pennsylvania
$282K +$625 +1 +0.2%
MAA
1531
Matrix Asset Advisors
New York
$281K – – –
EWA
1532
EverSource Wealth Advisors
Alabama
$281K +$10K +16 +4%
VVP
1533
Venture Visionary Partners
Ohio
$281K +$3.75K +6 +1%
GLLW
1534
Graves Light Lenhart Wealth
Virginia
$280K -$8.75K -14 -3%
1WA
1535
180 Wealth Advisors
Washington
$280K -$3.02K -5 -1%
OA
1536
Oxbow Advisors
Texas
$279K – – –
PSP
1537
Principal Street Partners
Tennessee
$279K -$274K -438 -50%
GIA
1538
Guyasuta Investment Advisors
Pennsylvania
$279K – – –
MAM
1539
McLean Asset Management
Virginia
$278K +$589 +1 +0.2%
MCM
1540
Manchester Capital Management
Vermont
$278K +$23.8K +38 +9%
PIA
1541
Powell Investment Advisors
Florida
$278K – – –
CAI
1542
Capital Advisors Inc
Oklahoma
$278K +$5.63K +9 +2%
WFI
1543
West Family Investments
California
$276K -$4.38K -7 -2%
MAG
1544
M3 Advisory Group
Massachusetts
$275K +$275K +440 New
CA
1545
CV Advisors
Florida
$274K – – –
CCA
1546
Cottonwood Capital Advisors
Utah
$273K +$273K +436 New
3F
1547
360 Financial
Minnesota
$272K +$272K +436 New
WI
1548
Wintrust Investments
Illinois
$272K +$19.3K +31 +8%
AIM
1549
Acropolis Investment Management
Missouri
$272K – – –
IP
1550
Ignite Planners
California
$272K -$16.3K -27 -6%
60 61
62
63 64