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1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
1801
Astoria Portfolio Advisors
New York
-$242K -502 Closed
CF
1802
Centaurus Financial
California
-$214K -467 Closed
DCM
1803
Deuterium Capital Management
Florida
-$204K -446 Closed
YMRC
1804
Yorktown Management & Research Company
Virginia
-$201K -439 Closed
IAIM
1805
Industrial Alliance Investment Management
Quebec, Canada
-$197K -430 Closed
AS
1806
AM Squared
Hong Kong
-$137K -300 Closed
PIAS
1807
PCA Investment Advisory Services
Ohio
-$122K -266 Closed
WTG
1808
West Tower Group
Virginia
-$117K -256 Closed
PO
1809
Private Ocean
California
-$92.1K -201 Closed
FA
1810
Fiduciary Alliance
South Carolina
-$80.2K -175 Closed
MCI
1811
MRP Capital Investments
Georgia
-$45.8K -100 Closed
RI
1812
Ridgewood Investments
New Jersey
-$43.5K -95 Closed
ODG
1813
O'Dell Group
Ohio
-$36.7K -80 Closed
WP
1814
WealthPLAN Partners
Nebraska
-$35.3K -77 Closed
OIS
1815
Okabena Investment Services
Minnesota
-$18.8K -41 Closed
OPTFSNA
1816
Old Point Trust & Financial Services N A
Virginia
-$14.7K -32 Closed
SF
1817
Safeguard Financial
Wisconsin
-$11K -25 Closed
APW
1818
Acima Private Wealth
Virginia
-$11K -24 Closed
RG
1819
Retirement Group
California
-$9.62K -21 Closed
CAS
1820
Coppell Advisory Solutions
Texas
-$8.21K -18 Closed
CWA
1821
Clearview Wealth Advisors
Oregon
-$7.84K -17 Closed
EL
1822
EMFO LLC
Florida
-$5.5K -12 Closed
DI
1823
Disciplined Investments
Oklahoma
-$4.12K -9 Closed
GC
1824
Globeflex Capital
California
-$4.12K -9 Closed
2L
1825
25 LLC
Missouri
-$1.45K -3 Closed