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Intuit
INTU

Overview Fund Activity

1,602 hedge funds and large institutions have $105B invested in Intuit in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 659 increasing their positions, 558 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,602
Holders Change
+51
Holders Change %
+3.29%
% of All Funds
25.64%
Holding in Top 10
81
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.9%
% of All Funds
1.3%
New
167
Increased
659
Reduced
558
Closed
92
Calls
$2.04B
Puts
$1.33B
Net Calls
+$711M
Net Calls Change
+$563M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.28B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$574M
3
Artisan Partners
Artisan Partners
Wisconsin
$442M
4
Bank of America
Bank of America
North Carolina
$1.31B
5
Tiger Global Management
Tiger Global Management
New York
$200M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.73B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.57B
3
FPP
Findlay Park Partners
United Kingdom
$233M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$308M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
1576
PFG Private Wealth Management
Florida
$3.12K – – –
SIC
1577
SJS Investment Consulting
Ohio
$3.12K +$446 +1 +17%
SSG
1578
Summit Securities Group
New York
$3K +$3K +7 New
ECM
1579
Everence Capital Management
Indiana
$2.73K – – –
SWM
1580
Sugarloaf Wealth Management
Georgia
$2.69K -$38.5K -86 -93%
PO
1581
Private Ocean
California
$2.25K -$5.4K -12 -71%
DCBT
1582
Dakota Community Bank & Trust
North Dakota
$2.23K – – –
AIP
1583
Ahrens Investment Partners
Louisiana
$2.23K +$2.23K +5 New
CA
1584
Centerpoint Advisors
Massachusetts
$2K +$2K +3 New
RDFA
1585
Ritter Daniher Financial Advisory
Ohio
$1.78K – – –
CP
1586
Castleview Partners
Texas
$1.78K – – –
LIM
1587
Longfellow Investment Management
Massachusetts
$1.78K – – –
UFF
1588
USA Financial Formulas
Michigan
$1.78K +$1.78K +4 New
ATC
1589
Adirondack Trust Company
New York
$1.78K +$1.78K +4 New
FGAM
1590
Financial Gravity Asset Management
Texas
$1.52K +$944 +1,616 +165%
MIM
1591
Macroview Investment Management
Maryland
$1.34K – – –
FSWA
1592
Financial Synergies Wealth Advisors
Texas
$1.34K – – –
GM
1593
GeoWealth Management
Illinois
$1K -$392K -783 -100%
WA
1594
WestEnd Advisors
North Carolina
$892 -$778 -2 Closed
TWD
1595
True Wealth Design
Ohio
$892 – – –
AWM
1596
AllSquare Wealth Management
New York
$892 – – –
2L
1597
25 LLC
Missouri
$854 +$854 +2 New
GI
1598
Gradient Investments
Minnesota
$446 -$446 -1 -50%
CHA
1599
Carmichael Hill & Associates
Maryland
$446 – – –
DWA
1600
Delos Wealth Advisors
Texas
$446 – – –
62 63
64
65 66