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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 %
CAM
1601
Claret Asset Management
Quebec, Canada
$243K +$243K +388 New
CC
1602
Cipher Capital
New York
$243K -$199K -318 -45%
RWI
1603
Red Wave Investments
Pennsylvania
$242K +$242K +387 New
SFS
1604
Security Financial Services
Indiana
$242K +$242K +387 New
CIA
1605
Compass Ion Advisors
Pennsylvania
$240K -$10.6K -17 -4%
NL
1606
NWAM LLC
Washington
$239K +$239K +383 New
FCM
1607
Family Capital Management
Michigan
$239K +$239K +382 New
SP
1608
Stonebrook Private
Michigan
$238K +$238K +381 New
AG
1609
AlTi Global
New York
$238K +$238K +380 New
NJBEST
1610
New Jersey Better Educational Savings Trust
New Jersey
$238K +$238K +380 New
CAM
1611
Cidel Asset Management
Ontario, Canada
$236K +$236K +378 New
SC
1612
Seldon Capital
California
$236K +$236K +378 New
WA
1613
Waverly Advisors
Alabama
$236K -$114K -183 -33%
RB
1614
Renasant Bank
Mississippi
$235K -$10.6K -17 -4%
MIP
1615
Marietta Investment Partners
Wisconsin
$235K +$235K +376 New
FNWA
1616
Financial Network Wealth Advisors
Utah
$234K +$234K +375 New
SFA
1617
Source Financial Advisors
New York
$233K +$233K +373 New
PMFA
1618
Plante Moran Financial Advisors
Michigan
$233K +$11.3K +18 +5%
BWA
1619
Beam Wealth Advisors
Louisiana
$232K +$232K +371 New
JSW
1620
Journey Strategic Wealth
New Jersey
$231K +$231K +370 New
OBWG
1621
Onyx Bridge Wealth Group
New York
$229K +$229K +366 New
VF
1622
Virtu Financial
New York
$227K +$227K +364 New
AL
1623
Aspiriant LLC
California
$226K +$226K +362 New
MSA
1624
Marino Stram & Associates
Massachusetts
$226K +$226K +362 New
PB
1625
Pinnacle Bancorp
Nebraska
$226K -$4.38K -7 -2%
63 64
65
66 67