MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,268 hedge funds and large institutions have $321B invested in Microsoft in 2015 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 821 increasing their positions, 1,026 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,268
Holders Change
+181
Holders Change %
+8.67%
% of All Funds
59.56%
Holding in Top 10
911
Holding in Top 10 Change
+230
Holding in Top 10 Change %
+33.77%
% of All Funds
23.92%
New
257
Increased
821
Reduced
1,026
Closed
46
Calls
$5.99B
Puts
$4.34B
Net Calls
+$1.65B
Net Calls Change
+$839M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.43B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$993M
4
Bank of America
Bank of America
North Carolina
+$789M
5
Morgan Stanley
Morgan Stanley
New York
+$518M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.64B
2
Goldman Sachs
Goldman Sachs
New York
-$1.09B
3
VH
ValueAct Holdings
California
-$1.03B
4
Franklin Resources
Franklin Resources
California
-$880M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
451
Huber Capital Management
California
$42.9M -$3.73M -67,200 -8%
UCFA
452
United Capital Financial Advisors
Texas
$42.9M -$907K -16,340 -2%
IVA
453
International Value Advisers
$42.6M -$50.9M -917,806 -54%
OC
454
Oppenheimer & Co
New York
$42.6M +$1.9M +34,296 +5%
NLGIA
455
Nippon Life Global Investors Americas
New York
$42.6M – – –
PA
456
Pinnacle Associates
New York
$41.9M -$315K -5,680 -0.7%
MCM
457
McKinley Capital Management
Alaska
$40.6M +$31.3M +563,794 +335%
WCM
458
Wedge Capital Management
North Carolina
$40.6M +$40.6M +731,875 New
SCA
459
STALEY CAPITAL ADVISERS
Pennsylvania
$40.5M -$172K -3,099 -0.4%
PNC
460
Park National Corp
Ohio
$40.1M -$342K -6,156 -0.8%
VDI
461
Vaughan David Investments
Illinois
$39.8M -$2.04M -36,739 -5%
Creative Planning
462
Creative Planning
Kansas
$39.7M +$2.19M +39,486 +6%
JIC
463
Johnson Investment Counsel
Ohio
$39.6M -$1.15M -20,754 -3%
MCM
464
Moore Capital Management
New York
$39.6M +$39.6M +713,051 New
SCM
465
SKBA Capital Management
California
$39.5M -$8.49M -153,000 -18%
ACM
466
Aviance Capital Management
Florida
$39.2M -$2.19M -39,500 -5%
PIM
467
Perkins Investment Management
Illinois
$39M -$17.9M -323,147 -31%
SH
468
Svenska Handelsbanken
Sweden
$38.8M +$38.8M +700,000 New
CI
469
Conning Inc
Connecticut
$38.8M -$2.97M -53,550 -7%
PMAM
470
Picton Mahoney Asset Management
Ontario, Canada
$38.6M +$38.6M +695,714 New
TH
471
TCTC Holdings
Texas
$38M -$208K -3,750 -0.5%
FPCG
472
Fort Pitt Capital Group
Pennsylvania
$37.9M -$672K -12,117 -2%
GAI
473
General American Investors
New York
$37.8M – – –
ACP
474
Ashfield Capital Partners
California
$37.7M -$3.82M -68,788 -9%
ANI
475
American National Insurance
Texas
$37.4M – – –
17 18
19
20 21