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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
PMFA
1551
Plante Moran Financial Advisors
Michigan
$181K -$2.02K -4 -1%
NFSG
1552
Newbridge Financial Services Group
Florida
$179K +$506 +1 +0.3%
SIS
1553
Sound Income Strategies
Florida
$166K
RTC
1554
Riverview Trust Company
Washington
$160K
C
1555
Covestor
United Kingdom
$159K -$2.02K -4 -1%
BCP
1556
Blue Chip Partners
Michigan
$158K +$506 +1 +0.3%
Jones Financial Companies
1557
Jones Financial Companies
Missouri
$148K +$19.7K +39 +16%
WPWM
1558
Western Pacific Wealth Management
Illinois
$147K +$6.58K +13 +5%
SFCL
1559
Strengthening Families & Communities LLC
Massachusetts
$139K -$27.3K -54 -17%
AF
1560
Advisornet Financial
Minnesota
$136K -$204K -404 -60%
DIP
1561
DT Investment Partners
Pennsylvania
$126K
HI
1562
Harbour Investments
Wisconsin
$119K -$30.4K -60 -20%
DAM
1563
Delta Asset Management
Tennessee
$116K
VNA
1564
Valley National Advisers
Pennsylvania
$116K +$38.5K +76 +50%
CMBA
1565
C.M. Bidwell & Associates
Hawaii
$113K
CFGS
1566
Concourse Financial Group Securities
Alabama
$108K -$265K -524 -71%
HCP
1567
Hexagon Capital Partners
Arkansas
$108K +$2.02K +4 +2%
ICM
1568
Islay Capital Management
Texas
$105K
AP
1569
Arlington Partners
Alabama
$104K +$506 +1 +0.5%
AT
1570
Arlington Trust
Alabama
$104K +$103K +204 New
UCB
1571
United Community Bank
South Carolina
$102K +$2.53K +5 +3%
PBK
1572
Peoples Bank (Kansas)
Kansas
$102K +$101K +200 New
VCM
1573
Versant Capital Management
Arizona
$102K
BCM
1574
Birch Capital Management
Texas
$101K
Sands Capital Management
1575
Sands Capital Management
Virginia
$99.6K -$1.94M -3,840 -95%