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Apple
AAPL

Overview Fund Activity

2,522 hedge funds and large institutions have $480B invested in Apple in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 900 increasing their positions, 1,322 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,522
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
62.97%
Holding in Top 10
1,240
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.4%
% of All Funds
30.96%
New
93
Increased
900
Reduced
1,322
Closed
65
Calls
$15.6B
Puts
$18.1B
Net Calls
-$2.48B
Net Calls Change
-$1.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3B
2
Coatue Management
Coatue Management
New York
+$656M
3
NEAM
New England Asset Management
Connecticut
+$654M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$601M
5
UFM
Ursa Fund Management
California
+$513M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.95B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.8B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.11B
4
State Street
State Street
Massachusetts
-$912M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
1526
First Personal Financial Services
North Carolina
$4.71M -$617K -16,012 -12%
TIA
1527
Tiemann Investment Advisors
California
$4.7M -$79.1K -2,052 -2%
LWM
1528
Lyell Wealth Management
California
$4.7M +$83.1K +2,156 +2%
CIM
1529
CIM Investment Management
Pennsylvania
$4.7M -$241K -6,248 -5%
HIC
1530
Holderness Investments Company
North Carolina
$4.7M -$27.6K -716 -0.6%
TIA
1531
Trust Investment Advisors
Indiana
$4.7M -$446K -11,564 -9%
HCA
1532
Horan Capital Advisors
Ohio
$4.68M -$779K -20,220 -14%
NME
1533
Notis-McConarty Edward
$4.68M -$43.2K -1,120 -0.9%
BKA
1534
Brick & Kyle Associates
Pennsylvania
$4.67M +$26.7K +692 +0.6%
MLIC
1535
Mandatum Life Insurance Company
Finland
$4.65M -$61.6K -1,600 -1%
CWM
1536
CMH Wealth Management
New Hampshire
$4.62M +$176K +4,588 +4%
KSCM
1537
Kamunting Street Capital Management
Florida
$4.62M +$4.62M +120,000 New
AIA
1538
AIMZ Investment Advisors
California
$4.61M -$41.8K -1,084 -0.9%
WC
1539
Whitnell & Co
Illinois
$4.59M -$41.2K -1,068 -0.9%
FWM
1540
Focused Wealth Management
New York
$4.59M +$383K +9,948 +9%
JAM
1541
Jolley Asset Management
North Carolina
$4.56M -$89.1K -2,312 -2%
CIM
1542
Corda Investment Management
Texas
$4.56M -$1.02M -26,372 -18%
HCA
1543
Harbour Capital Advisors
Virginia
$4.56M -$271K -7,040 -6%
TW
1544
Transform Wealth
Colorado
$4.56M +$1.36M +35,260 +42%
NIM
1545
Needham Investment Management
New York
$4.55M – – –
WP
1546
WealthSource Partners
California
$4.55M -$31.4K -816 -0.7%
CCM
1547
CrestPoint Capital Management
Missouri
$4.53M -$61.6K -1,600 -1%
BRM
1548
Boston Research & Management
Massachusetts
$4.52M -$33.4K -868 -0.7%
PWAG
1549
Polaris Wealth Advisory Group
California
$4.51M -$26.2K -680 -0.6%
HMS
1550
Hanseatic Management Services
New Mexico
$4.5M -$4.59M -119,252 -51%
60 61
62
63 64