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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 %
RTC
1976
Riverview Trust Company
Washington
– – -313 Closed
SFCL
1977
Strengthening Families & Communities LLC
Massachusetts
– – -273 Closed
CCP
1978
Carmel Capital Partners
California
– – -157 Closed
AP
1979
Advisors Preferred
Maryland
– – -114 Closed
SIA
1980
SkyView Investment Advisors
New Jersey
– – -98 Closed
BCM
1981
BluePath Capital Management
Georgia
– – -85 Closed
NC
1982
NewSquare Capital
Pennsylvania
– – -49 Closed
HGERS
1983
Householder Group Estate & Retirement Specialist
Arizona
– – -45 Closed
RA
1984
Rational Advisors
New York
– – -44 Closed
CB
1985
Community Bank
New York
– – -26 Closed
RCG
1986
Rock Creek Group
District of Columbia
– – -26 Closed
SCA
1987
Stonebridge Capital Advisors
Minnesota
– – -21 Closed
NIC
1988
Northwest Investment Counselors
Oregon
– – -13 Closed
IPW
1989
Impact Partnership Wealth
Georgia
– – -9 Closed
TSW
1990
Thompson Siegel & Walmsley
Virginia
– – -5 Closed
GJIA
1991
Glass Jacobson Investment Advisors
Maryland
– – -4 Closed
LFA
1992
LGT Financial Advisors
Texas
– – -4 Closed
Legacy Financial Group (Iowa)
1993
Legacy Financial Group (Iowa)
Iowa
– – -4 Closed
RFA
1994
Register Financial Advisors
Georgia
– – -3 Closed
CA
1995
Centerpoint Advisors
Massachusetts
– – -3 Closed
FAM
1996
Flaharty Asset Management
Florida
– – -3 Closed
GA
1997
GoalVest Advisory
New York
– – -1 Closed
CHA
1998
Carmichael Hill & Associates
Maryland
– – -1 Closed
Capital Fund Management (CFM)
1999
Capital Fund Management (CFM)
France
– – – –
Simplex Trading
2000
Simplex Trading
Illinois
– – – –
77 78 79
80
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