AAPL icon

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 %
LHC
1726
Little House Capital
Massachusetts
$5.28M +$197K +3,516 +4%
FWP
1727
FAS Wealth Partners
Kansas
$5.28M +$54.9K +980 +1%
BAM
1728
Berkshire Asset Management
Pennsylvania
$5.24M -$699K -12,492 -12%
OC
1729
Oarsman Capital
Wisconsin
$5.24M -$13.4K -240 -0.3%
ST
1730
Somerset Trust
Pennsylvania
$5.22M -$602K -10,744 -10%
MA
1731
Menlo Advisors
California
$5.22M -$17.9K -320 -0.3%
CRIG
1732
Charter Research & Investment Group
Connecticut
$5.2M -$92.9K -1,660 -2%
FPB
1733
First PREMIER Bank
South Dakota
$5.19M -$4.93K -88 -0.1%
KFA
1734
Kelleher Financial Advisors
New York
$5.19M +$86.9K +1,552 +2%
JAM
1735
Jolley Asset Management
North Carolina
$5.17M -$122K -2,184 -2%
LFM
1736
Lumina Fund Management
New York
$5.15M – – –
FDS
1737
Freedom Day Solutions
Texas
$5.15M +$388K +6,928 +8%
BWA
1738
BDO Wealth Advisors
Florida
$5.15M -$7.84K -140 -0.2%
NIC
1739
Northwest Investment Counselors
Oregon
$5.14M -$9.18K -164 -0.2%
SB
1740
Strategic Blueprint
Georgia
$5.14M +$1.37M +24,488 +36%
FPCP
1741
Fort Point Capital Partners
California
$5.13M +$90K +1,608 +2%
NB
1742
Northwest Bancshares
Pennsylvania
$5.13M +$265K +4,724 +5%
MWA
1743
Marshall Wace Asia
Hong Kong
$5.12M +$5.12M +91,388 New
CPP
1744
Crow Point Partners
Massachusetts
$5.11M +$5.11M +93,440 New
FCMC
1745
Founders Capital Management (Connecticut)
Connecticut
$5.11M -$126K -2,212 -2%
CIAS
1746
Capital Investment Advisory Services
North Carolina
$5.1M +$28.2K +504 +0.6%
ECML
1747
Eagle Capital Management (Louisiana)
Louisiana
$5.09M -$47.9K -856 -0.9%
AIM
1748
Anchor Investment Management
South Carolina
$5.09M -$10.1K -180 -0.2%
ZB
1749
Zions Bancorporation
Utah
$5.09M +$5.09M +90,884 New
NIM
1750
Needham Investment Management
New York
$5.08M – – –
68 69
70
71 72