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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 %
FA
1676
Fermata Advisors
California
$202K +$202K +323 New
LWL
1677
Leo Wealth LLC
Texas
$201K +$201K +320 New
AT
1678
Arvest Trust
Oklahoma
$201K +$201K +321 New
AFP
1679
Ausdal Financial Partners
Iowa
$200K +$200K +320 New
HWM
1680
Hemington Wealth Management
Virginia
$200K +$200K +320 New
A
1681
AJOVista
Massachusetts
$199K +$199K +318 New
HI
1682
Harbour Investments
Wisconsin
$194K +$48.1K +77 +33%
BCP
1683
Blue Chip Partners
Michigan
$194K +$624 +1 +0.3%
C
1684
Covestor
United Kingdom
$193K -$1.25K -2 -0.6%
RIL
1685
Rothschild Investment LLC
Illinois
$193K +$193K +308 New
Jones Financial Companies
1686
Jones Financial Companies
Missouri
$189K +$8.13K +13 +4%
AF
1687
Advisornet Financial
Minnesota
$184K +$17.5K +28 +10%
CTC
1688
Cetera Trust Company
Minnesota
$183K +$183K +293 New
PCMC
1689
Planning Capital Management Corporation
Pennsylvania
$183K +$183K +293 New
PCWA
1690
Pacific Capital Wealth Advisors
California
$180K +$180K +288 New
CF
1691
Centaurus Financial
California
$179K +$179K +287 New
WPWM
1692
Western Pacific Wealth Management
Illinois
$174K -$5.63K -9 -3%
VNA
1693
Valley National Advisers
Pennsylvania
$161K +$19.9K +32 +14%
DIP
1694
DT Investment Partners
Pennsylvania
$159K – – –
CFGS
1695
Concourse Financial Group Securities
Alabama
$147K +$15K +24 +11%
DAM
1696
Delta Asset Management
Tennessee
$144K +$1.25K +2 +0.9%
CMBA
1697
C.M. Bidwell & Associates
Hawaii
$141K +$2.5K +4 +2%
KI
1698
Kapitalo Investimentos
Brazil
$141K +$141K +226 New
MSG
1699
Main Street Group
Virginia
$141K +$141K +225 New
First Manhattan
1700
First Manhattan
New York
$137K +$65K +104 +90%
66 67
68
69 70