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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
UE
4
Unisphere Establishment
Liechtenstein
$688M
5
LPC
5
Lone Pine Capital
Connecticut
$468M

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 %
SFA
1876
Semmax Financial Advisors
North Carolina
$3.84K 6 +6 New
RIM
1877
Rockbridge Investment Management
New York
$3.75K 6 +6 New
JGIA
1878
Jackson Grant Investment Advisers
Connecticut
$3.75K 6 – –
WIM
1879
Westside Investment Management
California
$3.75K 6 +6 New
CTWM
1880
Cherry Tree Wealth Management
Minnesota
$3.13K 5 – –
EWM
1881
Evermay Wealth Management
Virginia
$3.13K 5 +3 +150%
DCBT
1882
Dakota Community Bank & Trust
North Dakota
$3.13K 5 – –
BCMLT
1883
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.07K 6 -34 -85%
RDFA
1884
Ritter Daniher Financial Advisory
Ohio
$2.5K 4 – –
LIM
1885
Longfellow Investment Management
Massachusetts
$2.5K 4 – –
SWM
1886
Sugarloaf Wealth Management
Georgia
$2.5K 4 – –
VAMG
1887
Voisard Asset Management Group
Michigan
$2.32K 4 +4 New
HBW
1888
Hazlett, Burt & Watson
West Virginia
$2K 3 – –
TWD
1889
True Wealth Design
Ohio
$1.88K 3 +1 +50%
PCM
1890
Perritt Capital Management
Illinois
$1.88K 3 – –
BONH
1891
Bank of New Hampshire
New Hampshire
$1.25K 2 – –
WA
1892
WestEnd Advisors
North Carolina
$1.25K 2 – –
FSWA
1893
Financial Synergies Wealth Advisors
Texas
$1.17K 3 – –
HCM
1894
Horrell Capital Management
Arkansas
$1K 1 – –
B
1895
Birchbrook
Maine
$635 1 +1 New
DFA
1896
DHJJ Financial Advisors
Illinois
$626 1 – –
DWA
1897
Delos Wealth Advisors
Texas
$626 1 – –
FP
1898
Financial Perspectives
Minnesota
$625 1 +1 New
DWM
1899
Dogwood Wealth Management
Kansas
– – – –
Tiger Global Management
1900
Tiger Global Management
New York
– – -508,000 Closed
74 75
76
77 78