AAPL icon

Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.66B
2
Deutsche Bank
Deutsche Bank
Germany
+$584M
3
WRF
Waddell & Reed Financial
Kansas
+$523M
4
MCM
Marsico Capital Management
Colorado
+$425M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$399M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.51B
2
Capital World Investors
Capital World Investors
California
-$3.27B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.85B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$706M
5
Invesco
Invesco
Georgia
-$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
676
Brown Capital Management
Maryland
$19.1M +$56.7K +2,252 +0.3%
SIP
677
Stoneridge Investment Partners
Pennsylvania
$19.1M -$2.12M -84,088 -10%
RC
678
Randolph Company
Ohio
$18.9M – – –
WP
679
WMS Partners
Maryland
$18.9M -$41.9K -1,664 -0.2%
Ninety One (UK)
680
Ninety One (UK)
United Kingdom
$18.9M -$4.14M -164,280 -18%
Toronto Dominion Bank
681
Toronto Dominion Bank
Ontario, Canada
$18.9M -$690K -27,216 -4%
AB
682
Amalgamated Bank
New York
$18.6M +$1.12M +44,280 +6%
MYLI
683
Meiji Yasuda Life Insurance
Japan
$18.4M +$33.3K +1,324 +0.2%
OPCM
684
Osborne Partners Capital Management
California
$18.4M +$11.7K +464 +0.1%
GAM
685
Gotham Asset Management
New York
$18.4M -$3.31M -131,316 -15%
BA
686
Birinyi Associates
Connecticut
$18.4M -$227K -9,000 -1%
FNBT
687
FineMark National Bank & Trust
Florida
$18.2M +$551K +21,872 +3%
HCMNY
688
Howard Capital Management (New York)
New York
$18.1M +$86.8K +3,448 +0.5%
HCM
689
Harvey Capital Management
Florida
$18.1M -$77.6K -3,080 -0.4%
GC
690
Guardian Capital
Ontario, Canada
$18M +$1.44M +57,180 +9%
KRSITF
691
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$17.9M -$101M -721,804 -85%
QGM
692
Quality Growth Management
California
$17.9M +$15.3M +609,096 +607%
SCM
693
Sandler Capital Management
New York
$17.7M +$17.7M +702,400 New
GT
694
Greenleaf Trust
Michigan
$17.6M -$5.74K -228 -0%
MAM
695
Meeder Asset Management
Ohio
$17.5M +$4.59M +182,380 +35%
EIA
696
Edgemoor Investment Advisors
Maryland
$17.5M +$215K +8,540 +1%
GWM
697
Greenwich Wealth Management
Connecticut
$17.4M +$1.01K +40 +0%
JGC
698
J. Goldman & Co
New York
$17.4M -$5.79M -230,000 -25%
RCM
699
Rockshelter Capital Management
Pennsylvania
$17.3M -$646K -25,652 -4%
DSI
700
Daiwa SB Investments
Japan
$17.3M -$1.33M -52,680 -7%
26 27
28
29 30