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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 %
RPG
2551
Risk Paradigm Group
Texas
$406K – – –
IR
2552
Invictus RG
Bermuda
$405K +$405K +4,439 New
AIS
2553
Accurate Investment Solutions
Pennsylvania
$404K -$4.01K -44 -1%
MFT
2554
Moisand Fitzgerald Tamayo
Florida
$404K +$45.6K +500 +13%
Qube Research & Technologies (QRT)
2555
Qube Research & Technologies (QRT)
United Kingdom
$403K +$403K +4,416 New
FP
2556
Foundry Partners
Minnesota
$402K -$22.1K -242 -5%
EGA
2557
E&G Advisors
Texas
$397K -$63.9K -700 -14%
FWSM
2558
First Wilshire Securities Management
California
$397K – – –
CB
2559
CNB Bank
Pennsylvania
$397K +$5.56K +61 +1%
SFC
2560
SYM Financial Corp
Indiana
$390K -$82.2K -900 -17%
WCM
2561
Windsor Capital Management
Arizona
$389K -$103K -1,131 -21%
BA
2562
Bridgewater Associates
Connecticut
$389K +$389K +4,262 New
LK
2563
Lumbard & Kellner
New Hampshire
$388K – – –
Sands Capital Management
2564
Sands Capital Management
Virginia
$388K – – –
PWM
2565
Paulson Wealth Management
Illinois
$388K +$8.3K +91 +2%
TCB
2566
Texas Capital Bancshares
Texas
$386K -$24.5K -269 -6%
JAM
2567
Jolley Asset Management
North Carolina
$383K -$3.65K -40 -0.9%
CAM
2568
Concorde Asset Management
Michigan
$383K +$6.32K +69 +2%
IIM
2569
Ironwood Investment Management
Massachusetts
$377K – – –
MWM
2570
MinichMacGregor Wealth Management
New York
$377K +$4.93K +54 +1%
KCM
2571
Karp Capital Management
California
$376K +$126K +1,382 +50%
VCM
2572
Vivaldi Capital Management
Illinois
$375K -$20.5K -225 -5%
PM
2573
Parametrica Management
Hong Kong
$370K +$370K +4,053 New
BWP
2574
BSW Wealth Partners
Colorado
$369K -$14.4K -158 -4%
GBBWRPM
2575
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$368K +$368K +4,028 New
101 102
103
104 105