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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 %
CFD
1801
Creative Financial Designs
Indiana
$21.9K – – –
BCM
1802
Bourgeon Capital Management
Connecticut
$21.3K – – –
AP
1803
Aspect Partners
Virginia
$20.6K +$20.6K +33 New
AS
1804
Altshuler Shaham
Israel
$20K -$6.25K -10 -24%
HH
1805
HWG Holdings
Texas
$20K – – –
FRA
1806
Front Row Advisors
California
$20K – – –
OPTFSNA
1807
Old Point Trust & Financial Services N A
Virginia
$20K +$20K +32 New
VAG
1808
VisionPoint Advisory Group
Texas
$19.4K -$8.49K -14 -30%
FFA
1809
Frazier Financial Advisors
Ohio
$19.4K +$19.4K +31 New
KWAG
1810
Kiely Wealth Advisory Group
North Carolina
$18.1K +$18.1K +28 New
HDIM
1811
Hanson & Doremus Investment Management
Vermont
$18K -$643 -1 -3%
RFG
1812
REAP Financial Group
Texas
$17.5K +$17.5K +28 New
AIC
1813
Archer Investment Corporation
Indiana
$17.5K – – –
AWM
1814
Able Wealth Management
New Jersey
$17.2K +$17.2K +27 New
KFS
1815
Kelly Financial Services
Massachusetts
$16.9K – – –
TIM
1816
Tortoise Investment Management
New York
$16.9K – – –
LIWM
1817
Long Island Wealth Management
New York
$16K +$16K +25 New
CG
1818
Cutler Group
California
$16K +$16K +27 New
NFA
1819
Northwest Financial Advisors
Virginia
$15.6K +$15.6K +25 New
WWM
1820
Wolff Wiese Magana
California
$15.6K – – –
TAM
1821
Tucker Asset Management
Colorado
$15.6K – – –
CAS
1822
Coppell Advisory Solutions
Texas
$15.6K +$15.6K +25 New
BMC
1823
Bear Mountain Capital
Washington
$15.1K +$15.1K +25 New
WBC
1824
West Branch Capital
Massachusetts
$15K +$8.14K +13 +118%
CWM
1825
Cedar Wealth Management
California
$15K – – –
71 72
73
74 75