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 %
SFS
2151
Summit Financial Strategies
Ohio
$1.06M +$4.78K +124 +0.5%
WGCA
2152
Wolf Group Capital Advisors
Virginia
$1.06M -$253K -6,316 -19%
OBWP
2153
O'Brien Wealth Partners
Massachusetts
$1.06M +$215K +5,576 +25%
CAM
2154
Concorde Asset Management
Michigan
$1.06M +$415K +10,756 +64%
KIA
2155
Kopp Investment Advisors
Minnesota
$1.06M -$22.7K -588 -2%
CIC
2156
Chilton Investment Company
Connecticut
$1.06M +$166K +4,300 +19%
BHTS
2157
Bar Harbor Trust Services
Maine
$1.06M +$14.3K +372 +1%
APSP
2158
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.05M +$10.6K +276 +1%
GPCM
2159
Granite Point Capital Management
Massachusetts
$1.05M -$493K -12,800 -32%
LCM
2160
Landscape Capital Management
New Jersey
$1.05M +$833K +21,632 +388%
FRM
2161
Fox Run Management
Connecticut
$1.05M +$1.05M +27,200 New
DCM
2162
Dynamic Capital Management
Jersey
$1.05M +$630K +16,356 +151%
LRIC
2163
Long Road Investment Counsel
Michigan
$1.04M – – –
LA
2164
Legacy Advisors
Pennsylvania
$1.03M +$256K +6,656 +33%
CWM
2165
Connecticut Wealth Management
Connecticut
$1.03M +$31.6K +812 +3%
BIA
2166
Barry Investment Advisors
Massachusetts
$1.03M -$90.6K -2,352 -8%
MCM
2167
Marathon Capital Management
Maryland
$1.03M +$97.7K +2,536 +11%
BCM
2168
Birmingham Capital Management
Alabama
$1.02M – – –
SS
2169
Simplicity Solutions
Minnesota
$1.02M -$2.68M -69,700 -73%
SLG
2170
Stanley-Laman Group
Pennsylvania
$998K +$58.3K +1,512 +6%
FA
2171
Fortis Advisors
Pennsylvania
$994K -$58.4K -1,516 -6%
JSA
2172
Jacobson & Schmitt Advisors
Wisconsin
$993K +$14.5K +376 +1%
FBT
2173
First Bank & Trust
South Dakota
$987K +$10K +260 +1%
SC
2174
Stralem & Co
New York
$986K – – –
DCM
2175
Dimension Capital Management
Florida
$984K -$123K -3,204 -11%
85 86
87
88 89