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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 %
HCM
2301
Hengehold Capital Management
Ohio
$618K +$62.7K +1,628 +11%
Aristotle Capital Management
2302
Aristotle Capital Management
California
$616K – – –
CIC
2303
Cutler Investment Counsel
Oregon
$612K +$462 +12 +0.1%
MAS
2304
Managed Account Services
Florida
$609K -$145K -3,760 -19%
BCP
2305
Berkeley Capital Partners
Georgia
$605K -$68.8K -1,784 -10%
CC
2306
Cedar Capital
Illinois
$604K -$127K -3,308 -17%
FPCM
2307
Financial Partners Capital Management
New York
$599K +$599K +15,540 New
OAJ
2308
Ogorek Anthony Joseph
New York
$581K +$154 +4 +0%
ML
2309
McAdam LLC
Pennsylvania
$581K +$24.8K +644 +4%
DIP
2310
DT Investment Partners
Pennsylvania
$579K +$166K +4,300 +40%
PV
2311
Private Vista
Illinois
$574K +$160K +4,152 +39%
CFN
2312
Cordasco Financial Network
Florida
$568K +$69.4K +1,800 +14%
I
2313
INVST
Indiana
$563K +$193K +5,024 +52%
GC
2314
Gratry & Company
Ohio
$560K – – –
OAM
2315
Oberweis Asset Management
Illinois
$556K -$10.2K -264 -2%
NC
2316
NewSquare Capital
Pennsylvania
$554K -$116K -3,004 -17%
SAS
2317
Stelac Advisory Services
New York
$553K +$193K +5,012 +54%
CIM
2318
Contravisory Investment Management
Massachusetts
$552K +$552K +14,328 New
SIA
2319
Starfire Investment Advisers
Michigan
$552K +$552K +14,336 New
ACM
2320
Adalta Capital Management
New York
$551K -$77K -2,000 -12%
SFG
2321
Sather Financial Group
Texas
$540K – – –
IG
2322
Ithaka Group
Virginia
$539K – – –
OWIM
2323
Old West Investment Management
California
$539K +$16.3K +424 +3%
NIMC
2324
NWQ Investment Management Company
California
$535K -$12.5K -324 -2%
PTC
2325
Provident Trust Company
Wisconsin
$534K -$96.2K -2,496 -15%
91 92
93
94 95