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Intuit

1,729 hedge funds and large institutions have $118B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 627 increasing their positions, 659 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+72
Holders Change %
+4.35%
% of All Funds
27.57%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.55%
New
177
Increased
627
Reduced
659
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
1626
Bogart Wealth LLC
Virginia
$28.1K
BSB
1627
Bangor Savings Bank
Maine
$27.6K
CSB
1628
City State Bank
Iowa
$26K
TLA
1629
Tanglewood Legacy Advisors
Texas
$25.5K
PK
1630
Pflug Koory
Nebraska
$25.5K
CIA
1631
Cape Investment Advisory
Georgia
$25.5K +$25.5K +50 New
NC
1632
NewSquare Capital
Pennsylvania
$25K +$25K +49 New
IFAM
1633
Institutional & Family Asset Management
Colorado
$24K +$1.53K +3 +7%
VAG
1634
VisionPoint Advisory Group
Texas
$23.5K +$9.2K +18 +64%
HGERS
1635
Householder Group Estate & Retirement Specialist
Arizona
$23.1K +$23.1K +45 New
OIA
1636
Optimum Investment Advisors
Illinois
$22.5K
BWM
1637
Baystate Wealth Management
Massachusetts
$21.9K -$9.37K -18 -30%
AS
1638
Altshuler Shaham
Israel
$21.5K +$21.5K +42 New
RA
1639
Rational Advisors
New York
$20.2K
CP
1640
Castleview Partners
Texas
$18.9K +$16.9K +33 +825%
GIS
1641
Grayhawk Investment Strategies
Alberta, Canada
$18.4K
SC
1642
Solstein Capital
California
$18.4K
BCMLT
1643
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.3K
CFD
1644
Creative Financial Designs
Indiana
$17.9K
LF
1645
Lee Financial
Texas
$17.4K +$10.2K +20 +143%
BCM
1646
Bourgeon Capital Management
Connecticut
$17.4K
HH
1647
HWG Holdings
Texas
$16.4K -$511 -1 -3%
FRA
1648
Front Row Advisors
California
$16.4K
SSG
1649
Summit Securities Group
New York
$16K -$33K -64 -67%
NCM
1650
Northwest Capital Management
Oregon
$15.8K