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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 %
FFA
1551
Founders Financial Alliance
North Carolina
$272K +$5.62K +9 +2%
GJWM
1552
Gilliland Jeter Wealth Management
Arkansas
$271K +$271K +434 New
EWA
1553
Etesian Wealth Advisors
Oregon
$271K -$56.5K -90 -17%
MCC
1554
Malaga Cove Capital
California
$270K -$181K -290 -40%
SA
1555
Scarborough Advisors
Maryland
$270K – – –
IEFM
1556
IQ EQ Fund Management
Ireland
$269K +$269K +431 New
CIP
1557
Convergence Investment Partners
Florida
$269K -$624 -1 -0.2%
TNBTD
1558
Trustmark National Bank Trust Department
Mississippi
$269K – – –
AAS
1559
Ameritas Advisory Services
Nebraska
$267K -$101K -156 -28%
BWA
1560
BlueChip Wealth Advisors
Georgia
$266K +$266K +426 New
AAMA
1561
Advanced Asset Management Advisors
Ohio
$266K – – –
JSC
1562
Jackson Square Capital
California
$266K – – –
NFSG
1563
Newbridge Financial Services Group
Florida
$265K +$46.3K +74 +21%
CCM
1564
Crew Capital Management
Ohio
$265K -$1.37M -2,194 -84%
AWM
1565
Atticus Wealth Management
Florida
$265K +$1.88K +3 +0.7%
WFA
1566
Wade Financial Advisory
California
$264K -$15.6K -25 -6%
NC
1567
NovaPoint Capital
Georgia
$264K +$264K +422 New
BAAM
1568
Baker Avenue Asset Management
California
$262K -$50K -80 -16%
JWM
1569
Jeppson Wealth Management
California
$261K -$5.63K -9 -2%
WEG
1570
World Equity Group
Illinois
$261K +$261K +418 New
SPWG
1571
Sage Private Wealth Group
Illinois
$260K +$260K +416 New
EA
1572
Echo45 Advisors
California
$260K -$13.1K -21 -5%
CWM
1573
Concentrum Wealth Management
California
$258K -$26.3K -42 -9%
WB
1574
West Bancorporation
Iowa
$258K +$258K +412 New
AWA
1575
Arete Wealth Advisors
Illinois
$257K -$6.88K -11 -3%
61 62
63
64 65