INTU icon

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 %
PA
1876
Pineridge Advisors
Missouri
$4.38K +$4.38K +7 New
SFA
1877
Semmax Financial Advisors
North Carolina
$3.84K +$3.84K +6 New
RIM
1878
Rockbridge Investment Management
New York
$3.75K +$3.75K +6 New
JGIA
1879
Jackson Grant Investment Advisers
Connecticut
$3.75K – – –
WIM
1880
Westside Investment Management
California
$3.75K +$3.75K +6 New
CTWM
1881
Cherry Tree Wealth Management
Minnesota
$3.13K – – –
EWM
1882
Evermay Wealth Management
Virginia
$3.13K +$1.88K +3 +150%
DCBT
1883
Dakota Community Bank & Trust
North Dakota
$3.13K – – –
BCMLT
1884
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.07K -$17.4K -34 -85%
RDFA
1885
Ritter Daniher Financial Advisory
Ohio
$2.5K – – –
SWM
1886
Sugarloaf Wealth Management
Georgia
$2.5K – – –
LIM
1887
Longfellow Investment Management
Massachusetts
$2.5K – – –
VAMG
1888
Voisard Asset Management Group
Michigan
$2.32K +$2.32K +4 New
HBW
1889
Hazlett, Burt & Watson
West Virginia
$2K – – –
TWD
1890
True Wealth Design
Ohio
$1.88K +$625 +1 +50%
PCM
1891
Perritt Capital Management
Illinois
$1.88K – – –
WA
1892
WestEnd Advisors
North Carolina
$1.25K – – –
BONH
1893
Bank of New Hampshire
New Hampshire
$1.25K – – –
FSWA
1894
Financial Synergies Wealth Advisors
Texas
$1.17K – – –
HCM
1895
Horrell Capital Management
Arkansas
$1K – – –
B
1896
Birchbrook
Maine
$635 +$635 +1 New
DFA
1897
DHJJ Financial Advisors
Illinois
$626 – – –
DWA
1898
Delos Wealth Advisors
Texas
$626 – – –
FP
1899
Financial Perspectives
Minnesota
$625 +$625 +1 New
DWM
1900
Dogwood Wealth Management
Kansas
$32 – – –
74 75
76
77 78