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1,667 hedge funds and large institutions have $108B invested in Intuit in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 691 increasing their positions, 566 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 84

22% more repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 566

10% more call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.14B

3% more funds holding

Funds holding: 1,6121,667 (+55)

3% more capital invested

Capital invested by funds: $105B → $108B (+$2.89B)

0.04% more ownership

Funds ownership: 83.96%84.01% (+0.04%)

15% less funds holding in top 10

Funds holding in top 10: 8169 (-12)

Holders
1,667
Holders Change
+55
Holders Change %
+3.41%
% of All Funds
26.17%
Holding in Top 10
69
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-14.81%
% of All Funds
1.08%
New
150
Increased
691
Reduced
566
Closed
84
Calls
$1.26B
Puts
$1.14B
Net Calls
+$120M
Net Calls Change
-$591M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6B +$133M +303,356 +1%
BlackRock
2
BlackRock
New York
$10.6B -$101M -229,506 -1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$6.33B -$566M -1,293,036 -9%
State Street
4
State Street
Massachusetts
$5.18B +$87M +198,646 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.23B -$169M -385,973 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.46B -$176M -401,583 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.43B +$57.6M +131,586 +3%
Edgewood Management
8
Edgewood Management
Connecticut
$1.77B +$45.5M +103,798 +3%
Morgan Stanley
9
Morgan Stanley
New York
$1.7B +$129M +294,366 +9%
Brown Advisory
10
Brown Advisory
Maryland
$1.62B +$44.5M +101,643 +3%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$1.45B
Norges Bank
12
Norges Bank
Norway
$1.43B +$13.9M +31,632 +1%
Northern Trust
13
Northern Trust
Illinois
$1.4B +$27.6M +63,101 +2%
Invesco
14
Invesco
Georgia
$1.33B -$408M -931,092 -24%
Goldman Sachs
15
Goldman Sachs
New York
$1.31B +$233M +532,392 +23%
NHC
16
Nicholas Hoffman & Company
Georgia
$1.27B +$1.22B +2,777,029 New
N
17
Nuveen
North Carolina
$1.23B +$49.8M +113,812 +4%
Franklin Resources
18
Franklin Resources
California
$1.22B -$1.85M -4,221 -0.2%
Fisher Asset Management
19
Fisher Asset Management
Washington
$1.21B +$59.8M +136,477 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.19B +$7.62M +17,405 +0.7%
Bank of America
21
Bank of America
North Carolina
$1.13B -$209M -476,264 -16%
Ameriprise
22
Ameriprise
Minnesota
$968M -$26.3M -60,013 -3%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$922M -$6.02M -13,749 -0.7%
Legal & General Group
24
Legal & General Group
United Kingdom
$878M +$17.3M +39,589 +2%
Primecap Management
25
Primecap Management
California
$821M -$37.7M -86,105 -5%

INTU Hedge Fund Activity: Q2 2023 in Review

1,667 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q2 2023, worth a combined $108B — up 2.7% from $105B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new INTU positions and 84 closed out — a net gain of 66 holders — while 691 added to existing stakes and 566 trimmed.

The largest buyer was Nicholas Hoffman & Company, opening a new position worth an estimated $1.22B. The largest seller was Winslow Capital Management, cutting an estimated $634M.

  • 1,667 institutional investors held Intuit (INTU) as of Q2 2023, up from 1,612 in Q1 2023.
  • Funds reported $108B of Intuit stock for Q2 2023, up 2.7% quarter-over-quarter.
  • 150 funds opened new Intuit positions in Q2 2023 and 84 closed out, a net change of +66 holders.
  • The largest Intuit buyer in Q2 2023 was Nicholas Hoffman & Company, an estimated $1.22B added.
  • The largest Intuit seller in Q2 2023 was Winslow Capital Management, an estimated $634M sold.

Based on aggregated 13F filings for Q2 2023.