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Apple
AAPL

Overview Fund Activity

3,337 hedge funds and large institutions have $667B invested in Apple in 2020 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 1,188 increasing their positions, 1,853 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,337
Holders Change
-15
Holders Change %
-0.45%
% of All Funds
73.71%
Holding in Top 10
1,878
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+1.51%
% of All Funds
41.48%
New
156
Increased
1,188
Reduced
1,853
Closed
119
Calls
$21.9B
Puts
$24.8B
Net Calls
-$2.88B
Net Calls Change
+$2.91B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.88B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.13B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.07B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.05B
5
HHII
H&H International Investment
California
+$867M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$4.28B
2
Goldman Sachs
Goldman Sachs
New York
-$1.24B
3
Norges Bank
Norges Bank
Norway
-$939M
4
Bank of America
Bank of America
North Carolina
-$915M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$900M
Name Holding Trade Value Shares
Change 		Shares
Change %
IUHSA
3151
Itau Unibanco Holding S.A.
Brazil
$389K -$104K -1,636 -21%
WG
3152
Watchman Group
Texas
$389K -$24.2K -380 -6%
HHRDM
3153
H&H Retirement Design & Management
Nevada
$386K +$386K +6,080 New
CCA
3154
Catalyst Capital Advisors
New York
$380K -$52.1K -820 -12%
RBCM
3155
Raub Brock Capital Management
California
$379K +$99.3K +1,560 +35%
CMP
3156
Courage Miller Partners
Virginia
$376K -$49.5K -780 -12%
JC
3157
Jentner Corp
Ohio
$375K -$31.8K -500 -8%
JWM
3158
JFG Wealth Management
Colorado
$375K +$7.63K +120 +2%
GEM
3159
Global Endowment Management
North Carolina
$372K – – –
CAM
3160
Concorde Asset Management
Michigan
$371K -$505K -7,984 -58%
KS
3161
Karpas Strategies
Connecticut
$370K – – –
FSWA
3162
Financial Synergies Wealth Advisors
Texas
$370K +$91.6K +1,440 +33%
MWM
3163
Maltin Wealth Management
New Jersey
$369K -$141K -2,224 -28%
HWA
3164
Heartwood Wealth Advisors
Virginia
$369K +$69.9K +1,100 +23%
HFAS
3165
Hummer Financial Advisory Services
Illinois
$365K -$20.3K -320 -5%
CM
3166
Capital Management
Virginia
$362K – – –
OMC
3167
Old Mission Capital
Illinois
$360K +$360K +5,656 New
WCWM
3168
Wooster Corthell Wealth Management
Connecticut
$359K -$4.07K -64 -1%
MIM
3169
Macroview Investment Management
Maryland
$355K -$8.64K -136 -2%
IFO
3170
Independent Family Office
New York
$355K +$25.4K +400 +8%
DA
3171
DSC Advisors
Illinois
$353K -$966K -15,212 -73%
ACM
3172
Argyle Capital Management
Pennsylvania
$351K – – –
AR
3173
Advisory Research
Illinois
$349K +$9.67K +152 +3%
NP
3174
Ninepoint Partners
Ontario, Canada
$349K +$349K +5,484 New
FPIS
3175
Financial Planning & Information Services
Wisconsin
$346K +$6.86K +108 +2%
125 126
127
128 129