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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
WBC
1701
West Branch Capital
Massachusetts
$5.63K
SN
1702
Sittner & Nelson
Oregon
$5.62K
JFA
1703
JNBA Financial Advisors
Minnesota
$5.11K
BCH
1704
Berkshire Capital Holdings
California
$5.11K
TCA
1705
Trifecta Capital Advisors
Illinois
$4.6K
IPW
1706
Impact Partnership Wealth
Georgia
$4.6K +$2.53K +5 +125%
FCMT
1707
Founders Capital Management (Texas)
Texas
$4.6K +$4.55K +9 New
GI
1708
Gradient Investments
Minnesota
$4.09K -$506 -1 -11%
BCPWM
1709
Bradley & Co Private Wealth Management
Florida
$4.09K
MWM
1710
Mascoma Wealth Management
New Hampshire
$4.09K +$4.05K +8 New
PPWM
1711
PFG Private Wealth Management
Florida
$3.58K
ECM
1712
Everence Capital Management
Indiana
$3.13K
CTA
1713
Colonial Trust Advisors
South Carolina
$3.07K -$1.52K -3 -33%
JGIA
1714
Jackson Grant Investment Advisers
Connecticut
$3.07K
SIC
1715
SJS Investment Consulting
Ohio
$3.07K +$506 +1 +20%
PWA
1716
Provenance Wealth Advisors
Florida
$3.07K +$3.04K +6 New
TSW
1717
Thompson Siegel & Walmsley
Virginia
$3K +$2.53K +5 New
PS
1718
PayPay Securities
Japan
$2.56K -$506 -1 -17%
CTWM
1719
Cherry Tree Wealth Management
Minnesota
$2.56K
DCBT
1720
Dakota Community Bank & Trust
North Dakota
$2.56K
GJIA
1721
Glass Jacobson Investment Advisors
Maryland
$2.04K -$1.01K -2 -33%
SWM
1722
Sugarloaf Wealth Management
Georgia
$2.04K -$1.01K -2 -33%
LIM
1723
Longfellow Investment Management
Massachusetts
$2.04K
RDFA
1724
Ritter Daniher Financial Advisory
Ohio
$2.04K
Legacy Financial Group (Iowa)
1725
Legacy Financial Group (Iowa)
Iowa
$2.04K +$2.02K +4 New