AAPL icon

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 %
CCM
2051
Check Capital Management
California
$1.44M – – –
WCM
2052
Windsor Capital Management
Arizona
$1.43M – – –
PCMC
2053
Paragon Capital Management (Colorado)
Colorado
$1.43M +$1.43M +37,052 New
LC
2054
Landaas & Company
Wisconsin
$1.42M +$1.42M +36,968 New
MAA
2055
Mraz Amerine & Associates
California
$1.42M -$127K -3,288 -8%
SEIA
2056
Signature Estate & Investment Advisors
California
$1.42M -$39.9K -1,036 -3%
CCP
2057
Clarkston Capital Partners
Michigan
$1.42M +$20K +520 +1%
EDRIA
2058
Edmonds Duncan Registered Investment Advisors
Kansas
$1.41M -$18.9K -428 -1%
SFG
2059
Summit Financial Group
West Virginia
$1.41M +$244K +6,336 +21%
TFCP
2060
Twin Focus Capital Partners
Massachusetts
$1.4M -$1.08K -28 -0.1%
DDC
2061
DF Dent & Co
Maryland
$1.4M +$149K +3,876 +12%
FNB
2062
Farmers National Bank
Kentucky
$1.4M -$22.7K -588 -2%
BWM
2063
BerganKDV Wealth Management
Minnesota
$1.4M +$537K +13,920 +62%
FCCM
2064
First City Capital Management
Georgia
$1.4M -$1.7K -44 -0.1%
GHA
2065
Garcia Hamilton & Associates
Texas
$1.39M -$2.11M -54,704 -60%
AIP
2066
Almanack Investment Partners
Pennsylvania
$1.39M +$84.5K +2,192 +6%
LFR
2067
Lehman Financial Resources
Pennsylvania
$1.39M -$30.8K -800 -2%
HIIFS
2068
Harel Insurance Investments & Financial Services
Israel
$1.39M -$1.57M -40,716 -53%
NIS
2069
National Investment Services
Wisconsin
$1.38M -$794K -20,612 -37%
HFM
2070
Harvest Fund Management
China
$1.38M +$188K +4,892 +16%
HA
2071
Harfst & Associates
Wyoming
$1.37M -$38.7K -1,004 -3%
CPA
2072
Court Place Advisors
Maryland
$1.37M -$30.8K -800 -2%
DAM
2073
Delta Asset Management
Tennessee
$1.37M +$94.6K +2,456 +7%
PCMM
2074
Private Capital Management (Minnesota)
Minnesota
$1.36M – – –
MCIA
2075
Mountain Capital Investment Advisors
Colorado
$1.36M +$352K +9,140 +35%
81 82
83
84 85