We are live on ! Find out more

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
LFA
1726
LGT Financial Advisors
Texas
$2.04K +$2.02K +4 New
CA
1727
Centerpoint Advisors
Massachusetts
$2K
HBW
1728
Hazlett, Burt & Watson
West Virginia
$2K +$506 +1 +50%
FSWA
1729
Financial Synergies Wealth Advisors
Texas
$1.53K
FAM
1730
Flaharty Asset Management
Florida
$1.53K +$1.52K +3 New
PCM
1731
Perritt Capital Management
Illinois
$1.53K +$1.52K +3 New
RFA
1732
Register Financial Advisors
Georgia
$1.53K +$1.52K +3 New
BONH
1733
Bank of New Hampshire
New Hampshire
$1.02K
TWD
1734
True Wealth Design
Ohio
$1.02K
EWM
1735
Evermay Wealth Management
Virginia
$1.02K +$1.01K +2 New
WA
1736
WestEnd Advisors
North Carolina
$1.02K +$1.01K +2 New
HCM
1737
Horrell Capital Management
Arkansas
$1K +$506 +1 New
DWA
1738
Delos Wealth Advisors
Texas
$542
CHA
1739
Carmichael Hill & Associates
Maryland
$511
DFA
1740
DHJJ Financial Advisors
Illinois
$511 +$506 +1 New
GA
1741
GoalVest Advisory
New York
$511 +$506 +1 New
NHC
1742
Nicholas Hoffman & Company
Georgia
-$1.27B -2,777,029 Closed
Viking Global Investors
1743
Viking Global Investors
Connecticut
-$483M -1,053,352 Closed
DCP
1744
D1 Capital Partners
New York
-$36.2M -79,000 Closed
PCM
1745
Prana Capital Management
Connecticut
-$31.4M -68,471 Closed
MC
1746
Maplelane Capital
New York
-$30.1M -65,750 Closed
Capital Fund Management (CFM)
1747
Capital Fund Management (CFM)
France
-$32.7M -64,710 Closed
WRCM
1748
Whale Rock Capital Management
Massachusetts
-$29M -63,387 Closed
BWC
1749
Blue Whale Capital
United Kingdom
-$26.8M -58,585 Closed
Alyeska Investment Group
1750
Alyeska Investment Group
Illinois
-$21.2M -46,204 Closed