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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
+$2.65B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.46B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$806M
4
LPC
Lone Pine Capital
Connecticut
+$468M
5
Parnassus Investments
Parnassus Investments
California
+$455M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.08B
2
Coatue Management
Coatue Management
New York
-$456M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$307M
4
Tiger Global Management
Tiger Global Management
New York
-$260M
5
PI
Putnam Investments
Massachusetts
-$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
1726
Carolinas Wealth Consulting
North Carolina
$89.6K – – –
FMP
1727
Financial Management Professionals
Texas
$88K – – –
HWP
1728
Highline Wealth Partners
California
$86.9K – – –
JFGIW
1729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86.9K -$18.1K -29 -17%
ME
1730
McIlrath & Eck
Washington
$84.6K +$8.15K +13 +11%
SWA
1731
SOA Wealth Advisors
New York
$83.8K +$31.3K +50 +60%
PWMG
1732
Private Wealth Management Group
New Jersey
$81.9K +$81.9K +131 New
AIMA
1733
Ables Iannone Moore & Associates
Georgia
$81.3K +$81.3K +130 New
GFPC
1734
Global Financial Private Client
Florida
$80.6K – – –
RCM
1735
Raleigh Capital Management
North Carolina
$80.5K +$13.7K +22 +21%
PGAM
1736
Princeton Global Asset Management
New Jersey
$79.2K +$2.5K +4 +3%
Loomis, Sayles & Company
1737
Loomis, Sayles & Company
Massachusetts
$76K -$19.3K -31 -20%
CAC
1738
Core Alternative Capital
Georgia
$75.7K -$16.3K -26 -18%
LFG
1739
Larson Financial Group
Missouri
$72.5K +$59.4K +95 +452%
CJ
1740
Caitlin John
Michigan
$72K +$72K +115 New
CFFP
1741
Center for Financial Planning
Michigan
$71.9K – – –
WPA
1742
West Paces Advisors
Georgia
$71.3K +$4.38K +7 +7%
BWM
1743
BKM Wealth Management
Wisconsin
$71.3K +$71.3K +114 New
CPG
1744
Cornerstone Planning Group
New Jersey
$70K – – –
AP
1745
Arlington Partners
Alabama
$68.8K -$58.8K -94 -46%
WTA
1746
Washington Trust Advisors
Massachusetts
$68.6K -$9.36K -15 -12%
WCM
1747
Wunderlich Capital Managemnt
Tennessee
$68.1K – – –
GKIM
1748
GW&K Investment Management
Massachusetts
$68K +$3.12K +5 +5%
SIC
1749
SJS Investment Consulting
Ohio
$67.5K +$63.8K +102 +1,700%
DMBA
1750
Deseret Mutual Benefit Administrators
Utah
$67.5K -$25.6K -41 -28%
68 69
70
71 72