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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 %
TCA
1826
Trifecta Capital Advisors
Illinois
$15K +$9.38K +15 +167%
DAC
1827
Dividend Assets Capital
South Carolina
$15K – – –
BG
1828
Bollard Group
Massachusetts
$15K – – –
SSG
1829
Summit Securities Group
New York
$14K -$5.73K -9 -29%
NRG
1830
Nemes Rush Group
Michigan
$13.2K – – –
RFG
1831
RFP Financial Group
Georgia
$13.1K – – –
FPF
1832
First Pacific Financial
Washington
$13.1K – – –
RS
1833
Rakuten Securities
Japan
$13.1K +$13.1K +21 New
ATC
1834
Adirondack Trust Company
New York
$12.6K +$2.65K +4 +27%
IBOK
1835
Independence Bank of Kentucky
Kentucky
$12.5K – – –
MS
1836
Mizuho Securities
Japan
$12.5K +$12.5K +20 New
DF
1837
Dunhill Financial
United Kingdom
$12.4K +$12.4K +20 New
TFGT
1838
TS Financial Group (TSFG)
Illinois
$11K – – –
TWP
1839
TFO Wealth Partners
Ohio
$10.6K – – –
IWP
1840
IAG Wealth Partners
Wisconsin
$10.6K – – –
NMM
1841
Naples Money Management
Florida
$10.6K +$10.6K +17 New
HWA
1842
HHM Wealth Advisors
Tennessee
$10K – – –
AW
1843
Avion Wealth
Texas
$10K -$4.38K -7 -30%
TSWM
1844
Tyler-Stone Wealth Management
Ohio
$10K – – –
VWA
1845
Valued Wealth Advisors
Utah
$9.71K +$9.71K +19 New
APC
1846
Aspire Private Capital
North Carolina
$9.38K -$31.9K -51 -77%
BGAI
1847
Bruce G. Allen Investments
Colorado
$9.38K +$9.38K +15 New
POIA
1848
Pin Oak Investment Advisors
Texas
$9K +$9K +14 New
CIR
1849
Clear Investment Research
Georgia
$8.75K +$8.75K +14 New
FRA
1850
Frank Rimerman Advisors
California
$8.75K +$8.75K +14 New
72 73
74
75 76