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Intuit
INTU

Overview Fund Activity

1,898 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, 675 increasing their positions, 668 reducing their positions, and 99 closing their positions.

Holders
1,898
Holders Change
+170
Holders Change %
+9.84%
% of All Funds
27.83%
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
675
Reduced
668
Closed
99
Calls
$1.58B
Puts
$2.08B
Net Calls
-$505M
Net Calls Change
-$382M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.06B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.3B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.17B
4
LPC
4
Lone Pine Capital
Connecticut
$468M
5
Parnassus Investments
5
Parnassus Investments
California
$836M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.16B
2
Coatue Management
2
Coatue Management
New York
$482M
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$907M
4
Tiger Global Management
4
Tiger Global Management
New York
$0
5
PI
5
Putnam Investments
Massachusetts
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
1726
Financial Management Professionals
Texas
$88K – – –
HWP
1727
Highline Wealth Partners
California
$86.9K – – –
JFGIW
1728
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86.9K -$18.1K -29 -17%
ME
1729
McIlrath & Eck
Washington
$84.6K +$8.15K +13 +11%
SWA
1730
SOA Wealth Advisors
New York
$83.8K +$31.3K +50 +60%
PWMG
1731
Private Wealth Management Group
New Jersey
$81.9K +$81.9K +131 New
AIMA
1732
Ables Iannone Moore & Associates
Georgia
$81.3K +$81.3K +130 New
GFPC
1733
Global Financial Private Client
Florida
$80.6K – – –
RCM
1734
Raleigh Capital Management
North Carolina
$80.5K +$13.7K +22 +21%
PGAM
1735
Princeton Global Asset Management
New Jersey
$79.2K +$2.5K +4 +3%
Loomis, Sayles & Company
1736
Loomis, Sayles & Company
Massachusetts
$76K -$19.3K -31 -20%
CAC
1737
Core Alternative Capital
Georgia
$75.7K -$16.3K -26 -18%
LFG
1738
Larson Financial Group
Missouri
$72.5K +$59.4K +95 +452%
CJ
1739
Caitlin John
Michigan
$72K +$72K +115 New
CFFP
1740
Center for Financial Planning
Michigan
$71.9K – – –
WPA
1741
West Paces Advisors
Georgia
$71.3K +$4.38K +7 +7%
BWM
1742
BKM Wealth Management
Wisconsin
$71.3K +$71.3K +114 New
CPG
1743
Cornerstone Planning Group
New Jersey
$70K – – –
AP
1744
Arlington Partners
Alabama
$68.8K -$58.8K -94 -46%
WTA
1745
Washington Trust Advisors
Massachusetts
$68.6K -$9.36K -15 -12%
WCM
1746
Wunderlich Capital Managemnt
Tennessee
$68.1K – – –
GKIM
1747
GW&K Investment Management
Massachusetts
$68K +$3.12K +5 +5%
SIC
1748
SJS Investment Consulting
Ohio
$67.5K +$63.8K +102 +1,700%
DMBA
1749
Deseret Mutual Benefit Administrators
Utah
$67.5K -$25.6K -41 -28%
CPG
1750
Custom Portfolio Group
Colorado
$66.9K +$66.9K +107 New
68 69
70
71 72