We are live on ! Find out more

1,740 hedge funds and large institutions have $119B invested in Intuit in 2023 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 631 increasing their positions, 662 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 88

41% more funds holding in top 10

Funds holding in top 10: 6997 (+28)

10% more capital invested

Capital invested by funds: $108B → $119B (+$10.7B)

4% more funds holding

Funds holding: 1,6671,740 (+73)

5% less repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 662

8% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.5B

1.41% less ownership

Funds ownership: 84.01%82.6% (-1.4%)

Holders
1,740
Holders Change
+73
Holders Change %
+4.38%
% of All Funds
27.61%
Holding in Top 10
97
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+40.58%
% of All Funds
1.54%
New
178
Increased
631
Reduced
662
Closed
88
Calls
$1.38B
Puts
$1.5B
Net Calls
-$123M
Net Calls Change
-$242M
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
201
Calamos Advisors
Illinois
$53.5M -$3.7M -7,311 -7%
UB
202
UMB Bank
Missouri
$53.4M -$3.22M -6,373 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
203
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$53.1M -$3.24M -6,397 -6%
AIG
204
American International Group
New York
$52.7M +$1.24M +2,457 +2%
IHL
205
Investment House LLC
California
$51.8M -$1.63M -3,230 -3%
AAIS
206
ABN AMRO Investment Solutions
$51.4M +$34.3M +67,753 +206%
MVIP
207
Mar Vista Investment Partners
California
$51.4M -$3.15M -6,229 -6%
Comerica Bank
208
Comerica Bank
Texas
$50M +$49.5M +97,861 New
TAMH
209
Taikang Asset Management (HK)
Hong Kong
$49.9M -$866K -1,712 -12%
JCM
210
Junto Capital Management
New York
$49.8M -$23.1M -45,711 -32%
NP
211
NS Partners
United Kingdom
$48.8M -$437K -864 -0.9%
KeyBank National Association
212
KeyBank National Association
Ohio
$48.6M -$1.46M -2,881 -3%
BMSSC
213
B. Metzler seel. Sohn & Co
Germany
$48M +$2.23M +4,415 +5%
DDC
214
DF Dent & Co
Maryland
$47.5M +$45.3M +89,607 +2,652%
Cerity Partners
215
Cerity Partners
New York
$47.2M -$12.8M -25,273 -21%
SFG
216
Sather Financial Group
Texas
$46.6M -$710K -1,404 -2%
CW
217
Connectus Wealth
Ohio
$46.2M +$801K +1,582 +2%
MAM
218
Martingale Asset Management
Massachusetts
$46M -$2.34M -4,617 -5%
Rafferty Asset Management
219
Rafferty Asset Management
New York
$46M -$3.88M -7,673 -8%
DnB Asset Management
220
DnB Asset Management
Norway
$45.6M +$5.71M +11,283 +14%
PI
221
PineBridge Investments
New York
$45.4M -$7.73M -15,274 -15%
Bank of Nova Scotia
222
Bank of Nova Scotia
Ontario, Canada
$45M -$107M -211,770 -71%
BCIM
223
British Columbia Investment Management
British Columbia, Canada
$44.9M +$2.23M +4,402 +5%
BFS
224
Bradley Foster & Sargent
Connecticut
$44.4M
CG
225
Colony Group
Massachusetts
$43.6M -$978K -1,932 -2%