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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
AW
1676
Avion Wealth
Texas
$11K +$4.05K +8 +53%
NRG
1677
Nemes Rush Group
Michigan
$10.8K
SCA
1678
Stonebridge Capital Advisors
Minnesota
$10.7K -$2.53K -5 -19%
LFG
1679
Larson Financial Group
Missouri
$10.7K
RFG
1680
RFP Financial Group
Georgia
$10.7K
MA
1681
MCF Advisors
Kentucky
$10.7K +$4.55K +9 +75%
FPF
1682
First Pacific Financial
Washington
$10.7K +$10.6K +21 New
CSC
1683
Caldwell Sutter Capital
California
$10.2K
IBOK
1684
Independence Bank of Kentucky
Kentucky
$10.2K +$5.06K +10 +100%
PCA
1685
Providence Capital Advisors
North Carolina
$9.71K
TFGT
1686
TS Financial Group (TSFG)
Illinois
$9K
CCA
1687
Column Capital Advisors
Indiana
$8.69K -$1.01K -2 -11%
IWP
1688
IAG Wealth Partners
Wisconsin
$8.69K
SL
1689
Salomon & Ludwin
Virginia
$8.69K +$8.6K +17 New
HWA
1690
HHM Wealth Advisors
Tennessee
$8.18K -$1.52K -3 -16%
TSWM
1691
Tyler-Stone Wealth Management
Ohio
$8K -$9.11K -18 -53%
TWP
1692
TFO Wealth Partners
Ohio
$7.79K +$1.01K +2 +13%
ATC
1693
Adirondack Trust Company
New York
$7.66K +$2.53K +5 +50%
PP
1694
PFS Partners
New Jersey
$6.65K
HWM
1695
HighMark Wealth Management
Minnesota
$6.64K
NIC
1696
Northwest Investment Counselors
Oregon
$6.64K
TFM
1697
TFC Financial Management
Massachusetts
$6.13K
MTIC
1698
Missouri Trust & Investment Company
Missouri
$6.13K -$506 -1 -8%
BAM
1699
Byrne Asset Management
New Jersey
$6K
KA
1700
Kozak & Associates
Colorado
$5.87K +$5.57K +11 New