INTU icon

Intuit
INTU

Overview Fund Activity

1,927 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, 729 increasing their positions, 742 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,927
Holders Change
+28
Holders Change %
+1.47%
% 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
729
Reduced
742
Closed
108
Calls
$1.45B
Puts
$1.8B
Net Calls
-$355M
Net Calls Change
+$150M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$536M
2
BlackRock
BlackRock
New York
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$444M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$434M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$329M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$793M
3
Edgewood Management
Edgewood Management
Connecticut
-$331M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$314M
5
Brown Advisory
Brown Advisory
Maryland
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
1901
PFG Private Wealth Management
Florida
$4.55K – – –
RAM
1902
Riggs Asset Management
Pennsylvania
$4.55K +$4.55K +7 New
OP
1903
ORG Partners
Indiana
$4.48K -$42.9K -67 -91%
TFGT
1904
TS Financial Group (TSFG)
Illinois
$4K -$8K -12 -67%
JGIA
1905
Jackson Grant Investment Advisers
Connecticut
$3.9K – – –
WIM
1906
Westside Investment Management
California
$3.84K – – –
CTWM
1907
Cherry Tree Wealth Management
Minnesota
$3.25K – – –
TWD
1908
True Wealth Design
Ohio
$3.25K +$1.3K +2 +67%
FCAS
1909
First Command Advisory Services
Texas
$3.25K +$3.25K +5 New
SWM
1910
Sugarloaf Wealth Management
Georgia
$2.6K – – –
LIM
1911
Longfellow Investment Management
Massachusetts
$2.6K – – –
VAMG
1912
Voisard Asset Management Group
Michigan
$2.41K – – –
HBW
1913
Hazlett, Burt & Watson
West Virginia
$2K – – –
PCM
1914
Perritt Capital Management
Illinois
$1.95K – – –
RDFA
1915
Ritter Daniher Financial Advisory
Ohio
$1.95K -$650 -1 -25%
FSWA
1916
Financial Synergies Wealth Advisors
Texas
$1.95K – – –
HGERS
1917
Householder Group Estate & Retirement Specialist
Arizona
$1.95K +$1.95K +3 New
EWM
1918
Evermay Wealth Management
Virginia
$1.3K -$1.95K -3 -60%
WA
1919
WestEnd Advisors
North Carolina
$1.3K – – –
BONH
1920
Bank of New Hampshire
New Hampshire
$1.3K – – –
BIM
1921
Breakwater Investment Management
Washington
$1.3K +$1.3K +2 New
ACM
1922
Anfield Capital Management
California
$1.3K +$1.3K +2 New
FFWA
1923
FRG Family Wealth Advisors
Washington
$1.25K +$1.25K +2 New
HCM
1924
Horrell Capital Management
Arkansas
$1K – – –
B
1925
Birchbrook
Maine
$662 – – –
75 76
77
78 79