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Apple
AAPL

Overview Fund Activity

3,022 hedge funds and large institutions have $600B invested in Apple in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 1,087 increasing their positions, 1,583 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,022
Holders Change
+20
Holders Change %
+0.67%
% of All Funds
66.37%
Holding in Top 10
1,563
Holding in Top 10 Change
+107
Holding in Top 10 Change %
+7.35%
% of All Funds
34.33%
New
114
Increased
1,087
Reduced
1,583
Closed
68
Calls
$21.2B
Puts
$22.9B
Net Calls
-$1.79B
Net Calls Change
+$2.99B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$978M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$844M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.43B
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
$486M
5
Jennison Associates
Jennison Associates
New York
$2.88B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$74.2B
2
Northern Trust
Northern Trust
Illinois
$12.5B
3
USAA
United Services Automobile Association
Texas
$43.4M
4
State Street
State Street
Massachusetts
$41.3B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
LFDLE
2926
La Financiere de L'Echiquier
France
$275K -$17.3K -308 -6%
WAM
2927
Weiss Asset Management
Massachusetts
$274K +$27.8K +496 +11%
BAM
2928
Boyar Asset Management
New York
$273K – – –
HWA
2929
Heritage Way Advisors
Illinois
$271K – – –
AIA
2930
Armor Investment Advisors
North Carolina
$271K +$672 +12 +0.2%
JWM
2931
Janiczek Wealth Management
Colorado
$269K -$30.6K -548 -10%
WHRC
2932
W.H. Reaves & Co
New Jersey
$269K – – –
PCM
2933
Perkins Capital Management
Minnesota
$269K – – –
CSIA
2934
Charles Schwab Investment Advisory
California
$268K -$226M -4,033,256 -100%
GPA
2935
Guidance Point Advisors
Massachusetts
$263K +$263K +4,700 New
SFS
2936
Searcy Financial Services
Kansas
$261K +$897 +16 +0.3%
IIM
2937
Ironwood Investment Management
Massachusetts
$260K +$18.8K +336 +8%
HCM
2938
Hutner Capital Management
Vermont
$258K – – –
LFG
2939
LifePlan Financial Group
Ohio
$258K – – –
DC
2940
Derby & Company
Massachusetts
$257K – – –
SC
2941
Stratford Consulting
Texas
$256K +$1.12K +20 +0.4%
CBOR
2942
Community Bank of Raymore
Missouri
$255K +$255K +4,548 New
FPIS
2943
Financial Planning & Information Services
Wisconsin
$254K -$31.4K -560 -11%
CWM
2944
Cedar Wealth Management
California
$254K -$14.6K -260 -5%
HCM
2945
Howard Capital Management
Georgia
$254K -$10.1K -180 -4%
SMG
2946
Smart Money Group
Texas
$253K -$2.46K -44 -1%
AIFS
2947
A&I Financial Services
Colorado
$251K -$6.27K -112 -2%
MMM
2948
Mendel Money Management
Illinois
$251K -$3.14K -56 -1%
F
2949
Filament
Washington
$251K +$251K +4,492 New
LFGH
2950
Lee Financial Group Hawaii
Hawaii
$250K +$448 +8 +0.2%
116 117
118
119 120