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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 %
PWS
1601
Peloton Wealth Strategists
Indiana
$265K +$6.51K +10 +3%
BMC
1602
Benin Management Corp
Connecticut
$265K – – –
AL
1603
Aspiriant LLC
California
$263K +$27.3K +42 +12%
PHWM
1604
Pine Harbor Wealth Management
Maryland
$261K +$650 +1 +0.2%
LJHT
1605
Laurie J. Hall Trustee
$261K – – –
SFG
1606
Summit Financial Group
West Virginia
$261K – – –
WSWA
1607
Warren Street Wealth Advisors
California
$261K +$1.3K +2 +0.5%
CAM
1608
Carret Asset Management
New York
$260K -$650 -1 -0.2%
FA
1609
Fortis Advisors
Pennsylvania
$260K – – –
ICP
1610
Ironvine Capital Partners
Nebraska
$260K +$260K +400 New
SWP
1611
Semus Wealth Partners
Florida
$259K -$7.15K -11 -3%
SP
1612
Stonebrook Private
Michigan
$259K +$11.1K +17 +4%
SW
1613
Solidarity Wealth
Utah
$259K – – –
KCM
1614
Kathmere Capital Management
Pennsylvania
$259K +$35.8K +55 +16%
NRC
1615
New Republic Capital
North Carolina
$258K +$31.9K +49 +14%
WFA
1616
Wade Financial Advisory
California
$258K -$16.3K -25 -6%
AIA
1617
Angeles Investment Advisors
California
$255K +$255K +392 New
QFA
1618
Quantum Financial Advisors
California
$255K -$5.84K -9 -2%
GFS
1619
GYL Financial Synergies
Connecticut
$252K +$17.6K +27 +7%
RWI
1620
Red Wave Investments
Pennsylvania
$252K – – –
DWA
1621
Delap Wealth Advisory
Oregon
$252K +$252K +387 New
WB
1622
West Bancorporation
Iowa
$251K -$16.9K -26 -6%
AWM
1623
Angeles Wealth Management
California
$251K +$251K +386 New
CAM
1624
Claret Asset Management
Quebec, Canada
$250K -$1.95K -3 -0.8%
CIA
1625
Compass Ion Advisors
Pennsylvania
$250K – – –
63 64
65
66 67