INTU icon

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 %
LDB
1626
Lee, Danner & Bass
Tennessee
$226K +$226K +361 New
HIG
1627
Heritage Investment Group
Florida
$226K +$226K +362 New
ABC
1628
Associated Banc-Corp
Wisconsin
$226K +$226K +361 New
GFS
1629
GYL Financial Synergies
Connecticut
$225K -$30K -48 -12%
VCG
1630
Vantage Consulting Group
Virginia
$225K -$25.6K -41 -10%
CWM
1631
Cornerstone Wealth Management
Missouri
$224K -$418K -669 -65%
SP
1632
Successful Portfolios
Florida
$224K +$224K +358 New
PPC
1633
Park Place Capital
Alabama
$224K -$250K -400 -53%
PGIM
1634
Pacific Global Investment Management
California
$223K +$223K +357 New
QPWM
1635
Quadrant Private Wealth Management
Pennsylvania
$223K +$223K +356 New
MSWM
1636
McGlone Suttner Wealth Management
Wisconsin
$222K +$222K +356 New
Members Trust
1637
Members Trust
Florida
$222K +$222K +354 New
SIM
1638
SSI Investment Management
California
$222K +$222K +355 New
TPWM
1639
Twelve Points Wealth Management
Massachusetts
$222K +$222K +355 New
CWG
1640
Crown Wealth Group
North Carolina
$221K +$221K +354 New
MIA
1641
MainStreet Investment Advisors
Illinois
$219K +$219K +351 New
WI
1642
WrapManager Inc
California
$219K +$219K +350 New
SB
1643
Sunflower Bank
Texas
$219K +$219K +350 New
GWM
1644
GoalFusion Wealth Management
Texas
$219K +$219K +350 New
AAM
1645
Azzad Asset Management
Virginia
$218K +$218K +349 New
AWM
1646
Aprio Wealth Management
Georgia
$218K +$218K +348 New
NRC
1647
New Republic Capital
North Carolina
$218K +$218K +348 New
IWN
1648
Independent Wealth Network
Iowa
$217K +$217K +347 New
CRWM
1649
Castle Rock Wealth Management
California
$217K +$217K +368 New
CCP
1650
Clarkston Capital Partners
Michigan
$216K +$216K +346 New
64 65
66
67 68