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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 %
CPG
1751
Custom Portfolio Group
Colorado
$66.9K +$66.9K +107 New
PSB
1752
Piscataqua Savings Bank
New Hampshire
$66.9K – – –
TFA
1753
Toth Financial Advisory
Virginia
$63.7K – – –
AA
1754
Addison Advisors
Vermont
$62.5K – – –
DF
1755
DecisionPoint Financial
Arizona
$62.5K – – –
AWM
1756
Abound Wealth Management
Tennessee
$61.5K – – –
HB
1757
Horizon Bancorp
Indiana
$61K – – –
RA
1758
Rise Advisors
New York
$56.5K -$628 -1 -1%
AWM
1759
Avior Wealth Management
Nebraska
$56.3K – – –
OIAM
1760
OFI Invest Asset Management
France
$56K -$3.96K -7 -7%
LWANC
1761
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.6K – – –
AWM
1762
Activest Wealth Management
Florida
$54.5K – – –
PAG
1763
Paladin Advisory Group
Iowa
$54.4K -$1.88K -3 -3%
ODG
1764
O'Dell Group
Ohio
$50K +$50K +80 New
KFI
1765
Key Financial Inc
Pennsylvania
$50K – – –
GWSG
1766
GPS Wealth Strategies Group
Colorado
$48.4K – – –
OP
1767
ORG Partners
Indiana
$46.3K -$3.13K -5 -6%
FUBT
1768
First United Bank & Trust
Maryland
$46.3K +$46.3K +74 New
TWM
1769
Tradition Wealth Management
Minnesota
$46K +$4.97K +8 +12%
BHWM
1770
Beaird Harris Wealth Management
Texas
$45K +$45K +72 New
EBA
1771
Eagle Bay Advisors
New York
$44.3K -$4.99K -8 -10%
SWC
1772
Spectrum Wealth Counsel
Indiana
$42.5K +$42.5K +68 New
AP
1773
Atwood & Palmer
Missouri
$41.9K +$1.25K +2 +3%
BC
1774
Barrett & Company
Rhode Island
$40.8K – – –
T
1775
Tidemark
California
$40.6K +$40.6K +65 New
69 70
71
72 73