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Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAFL
2476
Jay A. Fishman Ltd
Michigan
$529K – – –
CG
2477
Corundum Group
Colorado
$527K -$248K -2,721 -32%
VCM
2478
Virtue Capital Management
Tennessee
$527K +$306K +3,210 +138%
AF
2479
Affiance Financial
Minnesota
$526K -$7.76K -85 -1%
MLIC
2480
Mandatum Life Insurance Company
Finland
$524K – – –
NWM
2481
Northwest Wealth Management
Iowa
$522K -$13K -142 -2%
CCA
2482
Clearwater Capital Advisors
Illinois
$520K +$49.3K +540 +10%
SA
2483
SRH Advisors
Kansas
$517K – – –
AEPG
2484
American Economic Planning Group
New Jersey
$516K -$63.3K -694 -11%
WCWM
2485
Willow Creek Wealth Management
California
$516K +$516K +5,653 New
CHA
2486
Cooper/Haims Advisors
New York
$514K -$110K -1,208 -18%
PIA
2487
Pinion Investment Advisors
Kansas
$513K +$513K +5,624 New
MF
2488
Magnetar Financial
Illinois
$509K +$160K +1,755 +46%
HI
2489
Horizon Investments
North Carolina
$508K +$508K +5,567 New
FA
2490
Fortis Advisors
Pennsylvania
$506K -$84.8K -927 -14%
PWA
2491
Peterson Wealth Advisors
Utah
$506K – – –
NA
2492
Nottingham Advisors
New York
$504K -$45.6K -500 -8%
PVH
2493
Psagot Value Holdings
Israel
$502K – – –
RPAM
2494
Rhenman & Partners Asset Management
Sweden
$499K +$61.4K +672 +14%
EMFAT
2495
Emerald Mutual Fund Advisers Trust
Pennsylvania
$499K +$499K +5,465 New
TFF
2496
The Family Firm
Maryland
$498K +$10.9K +119 +2%
HFP
2497
Holistic Financial Partners
Indiana
$494K +$8.94K +98 +2%
LWM
2498
Lenox Wealth Management
Ohio
$488K +$20.2K +221 +4%
BC
2499
Burleson & Co
California
$484K +$30K +329 +7%
CFN
2500
Cordasco Financial Network
Florida
$481K +$103K +1,125 +27%
98 99
100
101 102