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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 %
LSERS
501
Louisiana State Employees Retirement System
Louisiana
$25.9M -$239K -5,400 -0.9%
OI
502
Oakbrook Investments
Illinois
$25.6M -$1.8M -40,650 -7%
HIMC
503
Heritage Investors Management Corp
Maryland
$25.4M +$248K +5,613 +1%
SCM
504
Summit Capital Management
Washington
$25.1M -$248K -5,603 -1%
DCM
505
Donaldson Capital Management
Indiana
$25.1M +$64.4K +1,455 +0.3%
LT
506
LJ Trust
Nevada
$25.1M +$487K +11,000 +2%
BHIA
507
Birch Hill Investment Advisors
Massachusetts
$25M +$1.07M +24,139 +4%
WIC
508
Willis Investment Counsel
Georgia
$24.9M +$889K +20,075 +4%
PA
509
Profund Advisors
Maryland
$24.6M -$6.09M -137,670 -20%
GD
510
Grandfield & Dodd
New York
$24.4M +$173K +3,902 +0.7%
JAM
511
Jupiter Asset Management
United Kingdom
$24.4M -$2.7M -60,950 -10%
CIM
512
Calvert Investment Management
Maryland
$24.3M -$639K -14,438 -3%
KRS
513
Kentucky Retirement Systems
Kentucky
$24.3M +$131K +2,958 +0.5%
FGP
514
Foyston, Gordon, & Payne
Ontario, Canada
$24.1M -$7.68M -136,826 -24%
WSFS
515
Wilmington Savings Fund Society
Delaware
$24M -$414K -9,354 -2%
LC
516
Loews Corp
New York
$24M -$221K -5,000 -0.9%
PFM
517
Parsec Financial Management
North Carolina
$23.9M +$280K +6,333 +1%
CSIC
518
Clifford Swan Investment Counsel
California
$23.6M -$412K -9,310 -2%
PIM
519
Profit Investment Management
Maryland
$23.3M -$4.16M -94,086 -15%
GJIC
520
Gamble Jones Investment Counsel
California
$23.2M +$675K +15,241 +3%
DnB Asset Management
521
DnB Asset Management
Norway
$23.1M -$5.33M -120,382 -19%
FMW
522
Farr Miller & Washington
District of Columbia
$23.1M -$73.8K -1,667 -0.3%
SCM
523
Shelton Capital Management
Colorado
$22.8M +$1.28M +28,975 +6%
COPPSERS
524
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.7M -$17.5M -394,534 -43%
ZIG
525
Zuckerman Investment Group
Illinois
$22.6M -$354K -8,009 -2%
19 20
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