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Intuit
INTU

Overview Fund Activity

1,947 hedge funds and large institutions have $154B invested in Intuit in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 815 increasing their positions, 682 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,947
Holders Change
+20
Holders Change %
+1.04%
% of All Funds
28.32%
Holding in Top 10
83
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.47%
% of All Funds
1.21%
New
159
Increased
815
Reduced
682
Closed
114
Calls
$1.64B
Puts
$2.3B
Net Calls
-$664M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$719M
2
Amundi
Amundi
France
+$490M
3
Vontobel Holding
Vontobel Holding
Switzerland
+$337M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$302M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$281M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$773M
2
GQG Partners
GQG Partners
Florida
-$406M
3
Bank of America
Bank of America
North Carolina
-$406M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$383M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
1576
Concourse Financial Group Securities
Alabama
$279K +$50.6K +77 +22%
AIM
1577
Acropolis Investment Management
Missouri
$278K -$7.89K -12 -3%
CIP
1578
Convergence Investment Partners
Florida
$277K -$5.26K -8 -2%
EWA
1579
Etesian Wealth Advisors
Oregon
$277K – – –
PWS
1580
Peloton Wealth Strategists
Indiana
$277K +$9.21K +14 +3%
BBNB
1581
Baker Boyer National Bank
Washington
$276K -$164K -250 -37%
AWA
1582
Amplius Wealth Advisors
Pennsylvania
$275K -$17.7K -27 -6%
SFA
1583
Source Financial Advisors
New York
$275K +$27.6K +42 +11%
RCA
1584
Ranch Capital Advisors
Florida
$274K +$59.8K +91 +28%
BMC
1585
Benin Management Corp
Connecticut
$274K +$6.57K +10 +2%
ABC
1586
Associated Banc-Corp
Wisconsin
$273K +$36.1K +55 +15%
VAF
1587
Values Added Financial
District of Columbia
$273K +$1.97K +3 +0.7%
JWM
1588
Jeppson Wealth Management
California
$271K – – –
CAM
1589
Claret Asset Management
Quebec, Canada
$271K +$17.8K +27 +7%
SFP
1590
Shepherd Financial Partners
Massachusetts
$271K -$3.95K -6 -1%
BLC
1591
Brown, Lisle/Cummings
Rhode Island
$269K – – –
CT
1592
Colonial Trust
South Carolina
$269K -$62.5K -95 -19%
OWA
1593
Opal Wealth Advisors
New York
$267K +$23K +35 +9%
NRC
1594
New Republic Capital
North Carolina
$267K +$5.92K +9 +2%
TFIPS
1595
Towarzystwo Funduszy Inwestycyjnych PZU SA
$266K +$26.3K +40 +11%
DPI
1596
Diversified Portfolios Inc
Michigan
$266K -$6.58K -10 -2%
TPM
1597
Triasima Portfolio Management
Quebec, Canada
$265K -$441K -671 -62%
PHWM
1598
Pine Harbor Wealth Management
Maryland
$265K – – –
JIP
1599
Jaffetilchin Investment Partners
Florida
$264K +$50.6K +77 +24%
LJHT
1600
Laurie J. Hall Trustee
$263K – – –
62 63
64
65 66