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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
826
Alerus Investment Advisors
Minnesota
$13.8M -$394K -14,264 -3%
SAM
827
Symphony Asset Management
California
$13.8M -$496K -17,980 -3%
PAM
828
PartnerRe Asset Management
Connecticut
$13.8M +$1.69M +61,244 +14%
MIM
829
Marco Investment Management
Georgia
$13.8M -$255K -9,252 -2%
GJCM
830
Grand Jean Capital Management
California
$13.7M +$404K +14,632 +3%
NSAM
831
North Star Asset Management
Wisconsin
$13.7M +$102K +3,700 +0.7%
Envestnet Asset Management
832
Envestnet Asset Management
Illinois
$13.7M -$1.47M -53,380 -10%
VFAM
833
Valley Forge Asset Management
Pennsylvania
$13.7M +$1.18M +42,812 +9%
BHIA
834
Birch Hill Investment Advisors
Massachusetts
$13.7M -$51.2K -1,856 -0.4%
NC
835
NBW Capital
Massachusetts
$13.7M -$3.56M -128,940 -21%
AAM
836
Aureus Asset Management
Massachusetts
$13.6M +$183K +6,616 +1%
YIA
837
YHB Investment Advisors
Connecticut
$13.4M +$72.7K +2,636 +0.5%
IA
838
Icon Advisers
Colorado
$13.4M +$5.7M +206,400 +74%
AGM
839
Alpine Global Management
New York
$13.4M +$13.4M +486,200 New
BFO
840
Boston Family Office
Massachusetts
$13.4M -$165K -5,988 -1%
DA
841
Dillon & Associates
Michigan
$13.3M +$113K +4,096 +0.9%
LIM
842
Leavell Investment Management
Alabama
$13.3M -$2M -72,560 -13%
LNWWM
843
Laird Norton Wetherby Wealth Management
California
$13.3M -$44.2K -1,600 -0.3%
RIM
844
RS Investment Management
California
$13.3M -$4.49M -162,540 -25%
GGHC
845
Gilder Gagnon Howe & Co
New York
$13.3M +$1.56M +56,688 +13%
WSTAM
846
Wilbanks Smith & Thomas Asset Management
Virginia
$13.2M -$391K -14,164 -3%
MSR
847
Main Street Research
Connecticut
$13.2M +$224K +8,100 +2%
FA
848
FDx Advisors
Illinois
$13.2M +$1.02M +36,868 +8%
CCS
849
Crosspoint Capital Strategies
California
$13.2M +$7.09M +257,016 +116%
CCM
850
Compton Capital Management
Rhode Island
$13.2M -$526K -19,052 -4%
32 33
34
35 36