We are live on ! Find out more

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
FMII
1576
Farmers & Merchants Investments Inc
Nebraska
$97.1K +$2.53K +5 +3%
ITIM
1577
Indiana Trust & Investment Management
Indiana
$92K +$91.1K +180 New
JFGIW
1578
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85.8K -$2.02K -4 -2%
ACA
1579
Atlas Capital Advisors
Wyoming
$85.8K
FMTCOCP
1580
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83K
RFA
1581
Resurgent Financial Advisors
Georgia
$82.3K -$6.58K -13 -7%
AT
1582
Avalon Trust
New Mexico
$80.2K
CCP
1583
Carmel Capital Partners
California
$80.2K +$79.4K +157 New
Loomis, Sayles & Company
1584
Loomis, Sayles & Company
Massachusetts
$78K -$232K -459 -75%
NS
1585
NBC Securities
Alabama
$77K +$76.9K +152 New
DJSG
1586
D.J. St. Germain
Massachusetts
$76.6K +$3.04K +6 +4%
DMBA
1587
Deseret Mutual Benefit Administrators
Utah
$76.1K -$4.55K -9 -6%
CAC
1588
Core Alternative Capital
Georgia
$75.1K -$12.1K -24 -14%
FMP
1589
Financial Management Professionals
Texas
$72K -$17.7K -35 -20%
HWP
1590
Highline Wealth Partners
California
$70.9K
CWC
1591
Carolinas Wealth Consulting
North Carolina
$70.6K -$7.08K -14 -9%
WT
1592
Washington Trust
Rhode Island
$68.5K -$16.2K -32 -19%
GFPC
1593
Global Financial Private Client
Florida
$66.8K
WTA
1594
Washington Trust Advisors
Massachusetts
$63.7K +$1.52K +3 +2%
PGAM
1595
Princeton Global Asset Management
New Jersey
$62.7K -$7.59K -15 -11%
ME
1596
McIlrath & Eck
Washington
$62.5K +$8.1K +16 +15%
SWA
1597
Sutton Wealth Advisors
Florida
$62.3K +$9.11K +18 +17%
AFS
1598
Annapolis Financial Services
Maryland
$61.3K
AP
1599
Advisors Preferred
Maryland
$59K +$57.7K +114 New
CFFP
1600
Center for Financial Planning
Michigan
$58.8K