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Intuit
INTU

Overview Fund Activity

1,926 hedge funds and large institutions have $151B invested in Intuit in 2024 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 728 increasing their positions, 742 reducing their positions, and 108 closing their positions.

Holders
1,926
Holders Change
+28
Holders Change %
+1.48%
% of All Funds
27.93%
Holding in Top 10
81
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-20.59%
% of All Funds
1.17%
New
161
Increased
728
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.93B
2
BlackRock
2
BlackRock
New York
$15.7B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.34B
4
Winslow Capital Management
4
Winslow Capital Management
Minnesota
$434M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$478M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.59B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.61B
3
Edgewood Management
3
Edgewood Management
Connecticut
$2.05B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$174M
5
Brown Advisory
5
Brown Advisory
Maryland
$2.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
1901
Riggs Asset Management
Pennsylvania
$4.55K +$4.55K +7 New
OP
1902
ORG Partners
Indiana
$4.48K -$42.9K -67 -91%
TFGT
1903
TS Financial Group (TSFG)
Illinois
$4K -$8K -12 -67%
JGIA
1904
Jackson Grant Investment Advisers
Connecticut
$3.9K – – –
WIM
1905
Westside Investment Management
California
$3.84K – – –
CTWM
1906
Cherry Tree Wealth Management
Minnesota
$3.25K – – –
TWD
1907
True Wealth Design
Ohio
$3.25K +$1.3K +2 +67%
FCAS
1908
First Command Advisory Services
Texas
$3.25K +$3.25K +5 New
SWM
1909
Sugarloaf Wealth Management
Georgia
$2.6K – – –
LIM
1910
Longfellow Investment Management
Massachusetts
$2.6K – – –
VAMG
1911
Voisard Asset Management Group
Michigan
$2.41K – – –
HBW
1912
Hazlett, Burt & Watson
West Virginia
$2K – – –
PCM
1913
Perritt Capital Management
Illinois
$1.95K – – –
RDFA
1914
Ritter Daniher Financial Advisory
Ohio
$1.95K -$650 -1 -25%
FSWA
1915
Financial Synergies Wealth Advisors
Texas
$1.95K – – –
HGERS
1916
Householder Group Estate & Retirement Specialist
Arizona
$1.95K +$1.95K +3 New
EWM
1917
Evermay Wealth Management
Virginia
$1.3K -$1.95K -3 -60%
BONH
1918
Bank of New Hampshire
New Hampshire
$1.3K – – –
WA
1919
WestEnd Advisors
North Carolina
$1.3K – – –
ACM
1920
Anfield Capital Management
California
$1.3K +$1.3K +2 New
BIM
1921
Breakwater Investment Management
Washington
$1.3K +$1.3K +2 New
FFWA
1922
FRG Family Wealth Advisors
Washington
$1.25K +$1.25K +2 New
HCM
1923
Horrell Capital Management
Arkansas
$1K – – –
B
1924
Birchbrook
Maine
$662 – – –
DFA
1925
DHJJ Financial Advisors
Illinois
$650 – – –
75 76
77
78 79