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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 %
WB
1776
Webster Bank
Connecticut
$40.6K +$40.6K +65 New
S
1777
Sachetta
Massachusetts
$38.8K +$38.8K +62 New
WIA
1778
Wetzel Investment Advisors
Indiana
$38K +$38K +60 New
MFT
1779
Moisand Fitzgerald Tamayo
Florida
$37.5K – – –
PP
1780
Pacifica Partners
Canada
$37.2K – – –
BWM
1781
Baystate Wealth Management
Massachusetts
$35.6K +$8.89K +14 +33%
BWL
1782
Bogart Wealth LLC
Virginia
$34.4K – – –
CIA
1783
Cape Investment Advisory
Georgia
$34.4K +$3.13K +5 +10%
AFG
1784
Albion Financial Group
Utah
$33.8K -$11.3K -18 -25%
BSB
1785
Bangor Savings Bank
Maine
$33.8K – – –
SC
1786
Steph & Co
Wisconsin
$33.1K -$1.25K -2 -4%
HGA
1787
Hobbs Group Advisors
South Carolina
$33.1K +$33.1K +53 New
CP
1788
Castleview Partners
Texas
$32.5K +$9.38K +15 +41%
TLA
1789
Tanglewood Legacy Advisors
Texas
$31.3K – – –
CSB
1790
City State Bank
Iowa
$31K – – –
LF
1791
Lee Financial
Texas
$30.6K +$9.38K +15 +44%
IFAM
1792
Institutional & Family Asset Management
Colorado
$29.4K – – –
MA
1793
MCF Advisors
Kentucky
$28.8K +$15.6K +25 +119%
PWA
1794
Provenance Wealth Advisors
Florida
$28.8K +$25K +40 +667%
OIA
1795
Optimum Investment Advisors
Illinois
$27.5K – – –
CTA
1796
Colonial Trust Advisors
South Carolina
$25.6K +$21.9K +35 +583%
DPW
1797
DiNuzzo Private Wealth
Pennsylvania
$25K +$25K +40 New
GIS
1798
Grayhawk Investment Strategies
Alberta, Canada
$22.5K – – –
SC
1799
Solstein Capital
California
$22.5K – – –
NCM
1800
Northwest Capital Management
Oregon
$22.5K +$3.13K +5 +16%
70 71
72
73 74