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Microsoft
MSFT

Overview Fund Activity

2,267 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 868 increasing their positions, 1,104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
60.58%
Holding in Top 10
844
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+15.62%
% of All Funds
22.55%
New
95
Increased
868
Reduced
1,104
Closed
64
Calls
$3.73B
Puts
$3.45B
Net Calls
+$282M
Net Calls Change
-$221M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$9.2B
2
Vanguard Group
Vanguard Group
Pennsylvania
$29.6B
3
State Street
State Street
Massachusetts
$17.7B
4
Capital World Investors
Capital World Investors
California
$18.9B
5
Viking Global Investors
Viking Global Investors
Connecticut
$787M

Top Sellers

1
VH
ValueAct Holdings
California
$2.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.68B
3
Macquarie Group
Macquarie Group
Australia
$360M
4
Harris Associates
Harris Associates
Illinois
$515M
5
Dodge & Cox
Dodge & Cox
California
$2.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
376
Capstone Asset Management
Texas
$61.5M +$858K +14,904 +1%
Mackenzie Financial
377
Mackenzie Financial
Ontario, Canada
$61.4M -$55.9M -969,872 -48%
CI
378
Capital International
California
$61.3M +$518K +9,000 +0.9%
Connor, Clark & Lunn Investment Management (CC&L)
379
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$61.1M +$1.95M +33,850 +3%
BCM
380
Becker Capital Management
Oregon
$60.9M +$320K +5,549 +0.5%
MSA
381
Mason Street Advisors
Wisconsin
$60.7M -$264K -4,591 -0.4%
OA
382
Omega Advisors
New York
$60.5M -$27.8M -482,286 -31%
SW
383
SVB Wealth
Massachusetts
$59.9M -$310K -5,374 -0.5%
EWM
384
Evercore Wealth Management
New York
$59M +$6.22K +108 +0%
TU
385
TDAM USA
Ontario, Canada
$58.7M -$1.28M -22,290 -2%
GG
386
Gofen & Glossberg
Illinois
$57.7M -$856K -14,855 -1%
MOACM
387
Mutual of America Capital Management
New York
$57.5M +$1.38M +23,993 +2%
UCFA
388
United Capital Financial Advisors
Texas
$57.1M +$2.55M +44,345 +5%
HTC
389
Haverford Trust Company
Pennsylvania
$56.7M +$2.44M +42,380 +5%
MIH
390
Madison Investment Holdings
Wisconsin
$56.6M -$9.19M -159,587 -14%
WRCM
391
Whale Rock Capital Management
Massachusetts
$55.8M +$34.6M +600,647 +163%
FT
392
Fiduciary Trust
Massachusetts
$55.4M -$485K -8,424 -0.9%
WF
393
Welch & Forbes
Massachusetts
$55M -$604K -10,487 -1%
RP
394
Riverbridge Partners
Minnesota
$55M -$611K -10,608 -1%
SGAM
395
Smith Group Asset Management
Texas
$54.6M +$8.5M +147,500 +18%
STMM
396
South Texas Money Management
Texas
$54.5M -$85.6K -1,486 -0.2%
HPC
397
HM Payson & Co
Maine
$54.4M -$633K -10,991 -1%
DILH
398
Dai-ichi Life Holdings
Japan
$54M -$1.23M -21,425 -2%
B
399
BP
United Kingdom
$53.8M +$5.53M +96,000 +11%
AIMCA
400
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$53.7M -$37.2M -646,700 -41%
14 15
16
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