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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 %
HCP
1701
Hexagon Capital Partners
Arkansas
$133K +$1.25K +2 +0.9%
ICM
1702
Islay Capital Management
Texas
$128K – – –
UCB
1703
United Community Bank
South Carolina
$125K – – –
PBK
1704
Peoples Bank (Kansas)
Kansas
$125K – – –
CAL
1705
Capital Analysts LLC
Pennsylvania
$124K +$106K +169 +583%
BCM
1706
Birch Capital Management
Texas
$123K – – –
DJSG
1707
D.J. St. Germain
Massachusetts
$123K +$29.4K +47 +31%
Sands Capital Management
1708
Sands Capital Management
Virginia
$122K – – –
AFS
1709
Annapolis Financial Services
Maryland
$122K +$46.9K +75 +63%
VCM
1710
Versant Capital Management
Arizona
$119K -$5.63K -9 -5%
FMII
1711
Farmers & Merchants Investments Inc
Nebraska
$119K – – –
FFC
1712
First Financial Corp
Indiana
$114K +$42.5K +68 +60%
ITIM
1713
Indiana Trust & Investment Management
Indiana
$113K – – –
OA
1714
Operose Advisors
Wisconsin
$112K -$191K -306 -63%
ACA
1715
Atlas Capital Advisors
Wyoming
$105K – – –
SPWM
1716
Spartan Planning & Wealth Management
North Carolina
$103K -$281K -449 -73%
RFA
1717
Resurgent Financial Advisors
Georgia
$102K +$1.25K +2 +1%
FMTCOCP
1718
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$101K – – –
CT
1719
Cambridge Trust
Massachusetts
$100K +$38.8K +62 +63%
FG
1720
Fairman Group
Pennsylvania
$100K +$100K +160 New
AT
1721
Avalon Trust
New Mexico
$98.1K – – –
WT
1722
Washington Trust
Rhode Island
$96.3K +$12.5K +20 +15%
WSC
1723
Wellington Shields & Co
New York
$94.4K +$94.4K +151 New
NS
1724
NBC Securities
Alabama
$92K -$2.49K -4 -3%
PCA
1725
Providence Capital Advisors
North Carolina
$90K +$78.1K +125 +658%
67 68
69
70 71