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Intuit
INTU

Overview Fund Activity

1,927 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$536M
2
BlackRock
BlackRock
New York
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$444M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$434M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$329M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$793M
3
Edgewood Management
Edgewood Management
Connecticut
-$331M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$314M
5
Brown Advisory
Brown Advisory
Maryland
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
1576
Convergence Investment Partners
Florida
$280K -$651 -1 -0.2%
WP
1577
WMS Partners
Maryland
$280K +$24.7K +38 +10%
TNA
1578
True North Advisors
Texas
$280K -$41K -63 -13%
TNBTD
1579
Trustmark National Bank Trust Department
Mississippi
$280K – – –
IWP
1580
Invenio Wealth Partners
Florida
$280K +$59.8K +92 +27%
GIA
1581
Guyasuta Investment Advisors
Pennsylvania
$279K – – –
SFS
1582
Security Financial Services
Indiana
$278K +$26K +40 +10%
WCF
1583
West Coast Financial
California
$277K -$45.5K -70 -14%
CWC
1584
Carolinas Wealth Consulting
North Carolina
$276K +$183K +282 +197%
EWA
1585
Etesian Wealth Advisors
Oregon
$274K -$6.5K -10 -2%
C
1586
Covestor
United Kingdom
$274K +$73.1K +112 +36%
SFP
1587
Shepherd Financial Partners
Massachusetts
$272K +$6.5K +10 +2%
GP
1588
Geneva Partners
Wisconsin
$270K -$104K -160 -28%
OFS
1589
OneAscent Financial Services
Alabama
$270K +$10.4K +16 +4%
Simplex Trading
1590
Simplex Trading
Illinois
$270K +$270K +416 New
IEFM
1591
IQ EQ Fund Management
Ireland
$270K -$10.4K -16 -4%
DPI
1592
Diversified Portfolios Inc
Michigan
$269K +$55.9K +86 +26%
JWM
1593
Jeppson Wealth Management
California
$268K -$3.25K -5 -1%
CP
1594
Canopy Partners
Ohio
$268K +$268K +413 New
VAF
1595
Values Added Financial
District of Columbia
$268K +$1.3K +2 +0.5%
EA
1596
Echo45 Advisors
California
$267K -$3.25K -5 -1%
FOA
1597
Five Oceans Advisors
California
$267K – – –
BW
1598
BIP Wealth
Georgia
$267K -$29.3K -45 -10%
BLC
1599
Brown, Lisle/Cummings
Rhode Island
$267K – – –
DA
1600
DSC Advisors
Illinois
$266K +$12.4K +19 +5%
62 63
64
65 66