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1,667 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1651
Centerpoint Advisors
Massachusetts
$2K
CP
1652
Castleview Partners
Texas
$1.83K
LIM
1653
Longfellow Investment Management
Massachusetts
$1.83K
RDFA
1654
Ritter Daniher Financial Advisory
Ohio
$1.83K
UFF
1655
USA Financial Formulas
Michigan
$1.83K
IPW
1656
Impact Partnership Wealth
Georgia
$1.83K +$1.75K +4 New
2L
1657
25 LLC
Missouri
$1.45K +$438 +1 +50%
FSWA
1658
Financial Synergies Wealth Advisors
Texas
$1.38K
MIM
1659
Macroview Investment Management
Maryland
$1.38K
HBW
1660
Hazlett, Burt & Watson
West Virginia
$1K +$876 +2 New
EA
1661
Evolution Advisers
Virginia
$1K +$1.31K +3 New
PI
1662
PEAK6 Investments
Illinois
$948 -$2.93M -6,690 -100%
TWD
1663
True Wealth Design
Ohio
$917
BONH
1664
Bank of New Hampshire
New Hampshire
$916 +$876 +2 New
AWM
1665
AllSquare Wealth Management
New York
$812
CHA
1666
Carmichael Hill & Associates
Maryland
$459
DWA
1667
Delos Wealth Advisors
Texas
$459
SC
1668
Styrax Capital
New York
-$48.3M -108,279 Closed
JMPWA
1669
JP Morgan Private Wealth Advisors
California
-$38.2M -85,714 Closed
MAM
1670
Melqart Asset Management
United Kingdom
-$34.3M -76,990 Closed
OCM
1671
Oribel Capital Management
New York
-$15.3M -71,900 Closed
WP
1672
Woodline Partners
California
-$19.5M -43,837 Closed
ARAM
1673
Ardmore Road Asset Management
New York
-$13.4M -30,000 Closed
CM
1674
Cercano Management
Washington
-$12.2M -27,392 Closed
BPCE
1675
Bank Pictet & Cie (Europe)
Germany
-$11.5M -25,800 Closed

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.