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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
$5.06B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.3B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.17B
4
LPC
Lone Pine Capital
Connecticut
$468M
5
Parnassus Investments
Parnassus Investments
California
$836M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.16B
2
Coatue Management
Coatue Management
New York
$482M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$907M
4
Tiger Global Management
Tiger Global Management
New York
$0
5
PI
Putnam Investments
Massachusetts
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FOA
1576
Five Oceans Advisors
California
$257K -$625 -1 -0.2%
VAF
1577
Values Added Financial
District of Columbia
$256K -$17.5K -28 -6%
BLC
1578
Brown, Lisle/Cummings
Rhode Island
$256K +$6.25K +10 +3%
SWP
1579
Semus Wealth Partners
Florida
$256K -$12.5K -20 -5%
SFP
1580
Shepherd Financial Partners
Massachusetts
$255K +$5.63K +9 +2%
BMC
1581
Benin Management Corp
Connecticut
$254K +$2.5K +4 +1%
PCM
1582
Prelude Capital Management
New York
$254K -$92.5K -148 -27%
AWA
1583
Amplius Wealth Advisors
Pennsylvania
$254K -$1.88K -3 -0.7%
CT
1584
Colonial Trust
South Carolina
$253K +$1.88K +3 +0.7%
PHWM
1585
Pine Harbor Wealth Management
Maryland
$251K +$251K +401 New
SFG
1586
Summit Financial Group
West Virginia
$251K – – –
CAM
1587
Carret Asset Management
New York
$251K +$625 +1 +0.3%
QFA
1588
Quantum Financial Advisors
California
$250K +$4.37K +7 +2%
FA
1589
Fortis Advisors
Pennsylvania
$250K – – –
PBF
1590
Petix & Botte Financial
California
$250K – – –
LJHT
1591
Laurie J. Hall Trustee
$250K – – –
OFS
1592
OneAscent Financial Services
Alabama
$250K +$250K +400 New
WSWA
1593
Warren Street Wealth Advisors
California
$249K +$249K +399 New
SW
1594
Solidarity Wealth
Utah
$249K – – –
BWCS
1595
Beirne Wealth Consulting Services
Connecticut
$248K +$248K +396 New
PWS
1596
Peloton Wealth Strategists
Indiana
$248K +$248K +397 New
GA
1597
Goldstein Advisors
Wisconsin
$248K -$11.9K -19 -5%
TCA
1598
Transcend Capital Advisors
New Jersey
$246K +$246K +394 New
WP
1599
WMS Partners
Maryland
$246K +$246K +393 New
DA
1600
DSC Advisors
Illinois
$244K +$244K +390 New
62 63
64
65 66