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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 %
ARC
1651
Advisor Resource Council
Texas
$216K -$763K -1,219 -78%
HIP
1652
HUB Investment Partners
Texas
$216K +$216K +345 New
WRPWM
1653
Werba Rubin Papier Wealth Management
California
$214K +$214K +343 New
KCM
1654
Kathmere Capital Management
Pennsylvania
$214K +$214K +343 New
NIMI
1655
Natixis Investment Managers International
France
$214K -$36.3K -58 -15%
RCG
1656
Resource Consulting Group
Florida
$213K +$213K +340 New
SIS
1657
Sound Income Strategies
Florida
$212K +$9.38K +15 +5%
OWA
1658
Opal Wealth Advisors
New York
$211K +$211K +338 New
IWP
1659
Invenio Wealth Partners
Florida
$211K +$211K +338 New
RCA
1660
Ranch Capital Advisors
Florida
$211K +$211K +337 New
CWM
1661
Chesapeake Wealth Management
Virginia
$211K +$211K +337 New
FAM
1662
Formidable Asset Management
Ohio
$210K +$210K +336 New
PWM
1663
Prentice Wealth Management
New York
$209K +$209K +335 New
TCOO
1664
Trust Company of Oklahoma
Oklahoma
$209K +$209K +334 New
BOS
1665
Bank of Stockton
California
$208K +$208K +335 New
NGA
1666
Naples Global Advisors
Florida
$208K +$208K +333 New
GGS
1667
Galvin Gaustad & Stein
Arizona
$207K +$207K +332 New
EA
1668
Emerald Advisors
Washington
$207K +$207K +331 New
TFIPS
1669
Towarzystwo Funduszy Inwestycyjnych PZU SA
$206K +$206K +330 New
LI
1670
Lafayette Investments
Maryland
$206K +$206K +330 New
MFG
1671
Mendota Financial Group
Wisconsin
$206K -$28.1K -45 -12%
DPI
1672
Diversified Portfolios Inc
Michigan
$205K +$205K +328 New
CWA
1673
Clarus Wealth Advisors
Arizona
$204K +$204K +334 New
GWANC
1674
Guardian Wealth Advisors (North Carolina)
North Carolina
$204K +$204K +326 New
ACP
1675
Aveo Capital Partners
Colorado
$203K +$203K +324 New
65 66
67
68 69