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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1651
Castleview Partners
Texas
$18.9K +$16.7K +33 +825%
GIS
1652
Grayhawk Investment Strategies
Alberta, Canada
$18.4K
SC
1653
Solstein Capital
California
$18.4K
BCMLT
1654
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.3K
CFD
1655
Creative Financial Designs
Indiana
$17.9K
LF
1656
Lee Financial
Texas
$17.4K +$10.1K +20 +143%
BCM
1657
Bourgeon Capital Management
Connecticut
$17.4K
HH
1658
HWG Holdings
Texas
$16.4K -$506 -1 -3%
FRA
1659
Front Row Advisors
California
$16.4K
SSG
1660
Summit Securities Group
New York
$16K -$32.4K -64 -67%
NCM
1661
Northwest Capital Management
Oregon
$15.8K
HDIM
1662
Hanson & Doremus Investment Management
Vermont
$15K -$1.01K -2 -6%
CAL
1663
Capital Analysts LLC
Pennsylvania
$15K +$14.7K +29 New
AIC
1664
Archer Investment Corporation
Indiana
$14.3K
T
1665
TOBAM
France
$14K +$13.7K +27 New
KFS
1666
Kelly Financial Services
Massachusetts
$13.8K +$7.59K +15 +125%
TIM
1667
Tortoise Investment Management
New York
$13.8K +$1.52K +3 +13%
CB
1668
Community Bank
New York
$13.3K
RCG
1669
Rock Creek Group
District of Columbia
$13.3K +$13.2K +26 New
TAM
1670
Tucker Asset Management
Colorado
$12.8K
WWM
1671
Wolff Wiese Magana
California
$12.8K
CWM
1672
Cedar Wealth Management
California
$12.3K
BG
1673
Bollard Group
Massachusetts
$12K -$15.2K -30 -57%
KFP
1674
KB Financial Partners
New Jersey
$12K -$9.11K -18 -43%
DAC
1675
Dividend Assets Capital
South Carolina
$12K