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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
First Manhattan
1601
First Manhattan
New York
$58.8K
FFC
1602
First Financial Corp
Indiana
$58.2K +$9.11K +18 +19%
CPG
1603
Cornerstone Planning Group
New Jersey
$57.2K +$2.53K +5 +5%
WCM
1604
Wunderlich Capital Managemnt
Tennessee
$55.7K
WPA
1605
West Paces Advisors
Georgia
$54.7K
PSB
1606
Piscataqua Savings Bank
New Hampshire
$54.7K
RCM
1607
Raleigh Capital Management
North Carolina
$54.6K +$28.3K +56 +110%
GKIM
1608
GW&K Investment Management
Massachusetts
$53K +$1.52K +3 +3%
TFA
1609
Toth Financial Advisory
Virginia
$52K +$6.07K +12 +13%
OIAM
1610
OFI Invest Asset Management
France
$51.2K +$53.6K +106 New
AA
1611
Addison Advisors
Vermont
$51.1K
DF
1612
DecisionPoint Financial
Arizona
$51.1K
AWM
1613
Abound Wealth Management
Tennessee
$50.2K -$3.04K -6 -6%
CT
1614
Cambridge Trust
Massachusetts
$50.1K
HB
1615
Horizon Bancorp
Indiana
$50K -$152K -300 -75%
SIA
1616
SkyView Investment Advisors
New Jersey
$50K
RA
1617
Rise Advisors
New York
$46.6K +$34.9K +69 +314%
PAG
1618
Paladin Advisory Group
Iowa
$46K
AWM
1619
Avior Wealth Management
Nebraska
$46K -$1.52K -3 -3%
LWANC
1620
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.5K
AWM
1621
Activest Wealth Management
Florida
$44.5K -$23.3K -46 -35%
BCM
1622
BluePath Capital Management
Georgia
$43.4K +$43K +85 New
SWA
1623
SOA Wealth Advisors
New York
$42.9K
KFI
1624
Key Financial Inc
Pennsylvania
$40.9K
OP
1625
ORG Partners
Indiana
$40.3K -$3.54K -7 -8%