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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
+$908M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$844M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$534M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$486M
5
Jennison Associates
Jennison Associates
New York
+$465M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$892M
2
Northern Trust
Northern Trust
Illinois
-$733M
3
USAA
United Services Automobile Association
Texas
-$730M
4
State Street
State Street
Massachusetts
-$639M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
1151
Barry Investment Advisors
Massachusetts
$11.4M -$187K -3,332 -2%
DWM
1152
Dorchester Wealth Management
Quebec, Canada
$11.4M +$120K +2,140 +1%
TFS
1153
TrustCore Financial Services
Tennessee
$11.4M +$182K +3,244 +2%
MIP
1154
Marietta Investment Partners
Wisconsin
$11.4M -$849K -15,160 -7%
GP
1155
Greenline Partners
New York
$11.4M -$2.92M -52,168 -20%
RP
1156
Rice Partnership
Hawaii
$11.4M -$46.8K -836 -0.4%
SC
1157
Savant Capital
Illinois
$11.4M +$501K +8,948 +5%
GJCM
1158
Grand Jean Capital Management
California
$11.4M -$31.1K -556 -0.3%
CAM
1159
Cozad Asset Management
Illinois
$11.4M -$288K -5,140 -2%
SDJVC
1160
St. Denis J. Villere & Co
Louisiana
$11.4M -$391K -6,988 -3%
UAS
1161
United Asset Strategies
New York
$11.4M +$742K +13,244 +7%
PO
1162
Private Ocean
California
$11.3M +$10.3M +183,772 +978%
PIM
1163
Progressive Investment Management
Oregon
$11.3M +$138K +2,460 +1%
NP
1164
NorthRock Partners
Minnesota
$11.3M +$8.78M +156,808 +348%
PWAP
1165
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$11.3M -$6.19M -110,576 -35%
MCM
1166
Matarin Capital Management
New York
$11.3M +$8.56M +152,936 +318%
FPCG
1167
Fort Pitt Capital Group
Pennsylvania
$11.2M +$6.2M +110,748 +123%
SIM
1168
Sprucegrove Investment Management
Ontario, Canada
$11.2M – – –
TA
1169
TRB Advisors
New York
$11.2M -$5.6M -100,000 -33%
KC
1170
KCL Capital
New York
$11.2M +$11.2M +200,000 New
SBL
1171
Sargent Bickham Lagudis
Colorado
$11.2M -$138K -2,472 -1%
BO
1172
BRR OpCo
Ohio
$11.2M +$554K +9,888 +5%
EW
1173
Evoke Wealth
California
$11.2M +$11.2M +199,580 New
FTC
1174
Farmers Trust Company
Ohio
$11.2M +$33.4K +596 +0.3%
RCM
1175
RNC Capital Management
California
$11.2M -$157K -2,812 -1%
45 46
47
48 49