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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 Market Value Shares Shares
Change 		Shares
Change %
S
1776
Sachetta
Massachusetts
$38.8K 62 +62 New
WIA
1777
Wetzel Investment Advisors
Indiana
$38K 60 +60 New
MFT
1778
Moisand Fitzgerald Tamayo
Florida
$37.5K 60 – –
PP
1779
Pacifica Partners
Canada
$37.2K 65 – –
BWM
1780
Baystate Wealth Management
Massachusetts
$35.6K 56 +14 +33%
BWL
1781
Bogart Wealth LLC
Virginia
$34.4K 55 – –
CIA
1782
Cape Investment Advisory
Georgia
$34.4K 55 +5 +10%
AFG
1783
Albion Financial Group
Utah
$33.8K 54 -18 -25%
BSB
1784
Bangor Savings Bank
Maine
$33.8K 54 – –
SC
1785
Steph & Co
Wisconsin
$33.1K 53 -2 -4%
HGA
1786
Hobbs Group Advisors
South Carolina
$33.1K 53 +53 New
CP
1787
Castleview Partners
Texas
$32.5K 52 +15 +41%
TLA
1788
Tanglewood Legacy Advisors
Texas
$31.3K 50 – –
CSB
1789
City State Bank
Iowa
$31K 50 – –
LF
1790
Lee Financial
Texas
$30.6K 49 +15 +44%
IFAM
1791
Institutional & Family Asset Management
Colorado
$29.4K 47 – –
MA
1792
MCF Advisors
Kentucky
$28.8K 46 +25 +119%
PWA
1793
Provenance Wealth Advisors
Florida
$28.8K 46 +40 +667%
OIA
1794
Optimum Investment Advisors
Illinois
$27.5K 44 – –
CTA
1795
Colonial Trust Advisors
South Carolina
$25.6K 41 +35 +583%
DPW
1796
DiNuzzo Private Wealth
Pennsylvania
$25K 40 +40 New
SC
1797
Solstein Capital
California
$22.5K 36 – –
GIS
1798
Grayhawk Investment Strategies
Alberta, Canada
$22.5K 36 – –
NCM
1799
Northwest Capital Management
Oregon
$22.5K 36 +5 +16%
CFD
1800
Creative Financial Designs
Indiana
$21.9K 35 – –
70 71
72
73 74