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Microsoft
MSFT

Overview Fund Activity

2,087 hedge funds and large institutions have $256B invested in Microsoft in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 919 increasing their positions, 872 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,087
Holders Change
-8
Holders Change %
-0.38%
% of All Funds
58.33%
Holding in Top 10
681
Holding in Top 10 Change
+96
Holding in Top 10 Change %
+16.41%
% of All Funds
19.03%
New
84
Increased
919
Reduced
872
Closed
74
Calls
$3.68B
Puts
$2.87B
Net Calls
+$810M
Net Calls Change
+$763M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$820M
3
Bank of America
Bank of America
North Carolina
+$756M
4
Goldman Sachs
Goldman Sachs
New York
+$472M
5
Capital World Investors
Capital World Investors
California
+$456M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$901M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$769M
3
Deutsche Bank
Deutsche Bank
Germany
-$559M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$372M
5
State Street
State Street
Massachusetts
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
426
Livforsakringsbolaget Skandia
Sweden
$38.2M – – –
EWM
427
Evercore Wealth Management
New York
$37.9M +$3.2M +72,386 +9%
DADC
428
D.A. Davidson & Co
Montana
$37.8M +$1.6M +36,127 +4%
CBCM
429
Cook & Bynum Capital Management
Alabama
$37.7M – – –
AIM
430
abrdn Investment Management
United Kingdom
$37.6M -$487K -11,007 -1%
HEIP
431
Hudson Edge Investment Partners
New Jersey
$37.5M -$5.23M -118,062 -12%
SL
432
Summitry LLC
California
$37.4M +$576K +13,006 +2%
GF
433
Gabelli Funds
New York
$37.3M +$1.68M +37,900 +5%
HCM
434
Huber Capital Management
California
$37.2M -$7.39M -167,050 -17%
MHC
435
Meyer Handelman Company
New York
$37.2M -$201K -4,532 -0.5%
ADEF
436
Adams Diversified Equity Fund
Maryland
$37M +$9.65M +218,000 +35%
WA
437
Wasatch Advisors
Utah
$36.9M -$8.62M -194,705 -19%
IAM
438
Impax Asset Management
New Hampshire
$35.8M +$4.95M +111,847 +16%
JCAM
439
Jericho Capital Asset Management
New York
$35.5M +$35.5M +802,659 New
LSV Asset Management
440
LSV Asset Management
Illinois
$35.1M -$113M -2,562,200 -76%
UCFA
441
United Capital Financial Advisors
Texas
$35M +$5.96M +134,767 +21%
PSUF
442
People's United Financial
Connecticut
$34.8M -$464K -10,473 -1%
SMDAM
443
Sumitomo Mitsui DS Asset Management
Japan
$34.6M -$1.79M -40,494 -5%
SC
444
Stralem & Co
New York
$34.3M -$4.78M -107,980 -12%
DIA
445
Dana Investment Advisors
Wisconsin
$34.2M +$1.91M +43,151 +6%
NG
446
NatWest Group
United Kingdom
$34M -$93.6K -2,114 -0.3%
NLGIA
447
Nippon Life Global Investors Americas
New York
$33.9M +$61.5K +1,390 +0.2%
PA
448
Pinnacle Associates
New York
$33.7M -$35.3K -798 -0.1%
VDI
449
Vaughan David Investments
Illinois
$33.4M -$79.5K -1,796 -0.2%
CI
450
Conning Inc
Connecticut
$33.3M +$245K +5,538 +0.7%
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