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Microsoft
MSFT

Overview Fund Activity

3,577 hedge funds and large institutions have $1.12T invested in Microsoft in 2020 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 1,350 increasing their positions, 1,850 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,577
Holders Change
+31
Holders Change %
+0.87%
% of All Funds
72.36%
Holding in Top 10
2,013
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-3.31%
% of All Funds
40.72%
New
144
Increased
1,350
Reduced
1,850
Closed
75
Calls
$20.5B
Puts
$21.3B
Net Calls
-$818M
Net Calls Change
+$177M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$2.79B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$956M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$840M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$549M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$511M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.32B
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$2.16B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.96B
4
CS
Credit Suisse
Switzerland
-$1.5B
5
BlackRock
BlackRock
New York
-$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
526
Hancock Whitney
Mississippi
$87.4M -$1.9M -9,042 -2%
AAM
527
AMI Asset Management
California
$87.4M -$6.41M -30,483 -7%
TU
528
TDAM USA
Ontario, Canada
$87.1M -$5.18M -24,636 -6%
MC
529
Montag & Caldwell
Georgia
$87M -$14.4M -68,671 -14%
BHIA
530
Birch Hill Investment Advisors
Massachusetts
$87M -$2.7M -12,819 -3%
EWA
531
Exencial Wealth Advisors
Oklahoma
$86.7M +$35M +166,482 +68%
JHP
532
James Hambro & Partners
United Kingdom
$86.3M +$1.81M +8,616 +2%
AWM
533
AE Wealth Management
Kansas
$86.3M +$410K +1,948 +0.5%
BAMCO Inc
534
BAMCO Inc
New York
$86.1M +$119K +568 +0.1%
SFM
535
Stack Financial Management
Montana
$85.9M +$155K +739 +0.2%
BPB
536
Badgley, Phelps & Bell
Washington
$85.9M +$1.34M +6,375 +2%
CS
537
Cannell & Spears
New York
$85.8M -$518K -2,463 -0.6%
BCPEMI
538
Bain Capital Public Equity Management II
Massachusetts
$85.6M -$11.5M -54,722 -12%
CCMG
539
Clark Capital Management Group
Pennsylvania
$85.6M -$4.75M -22,593 -5%
TH
540
TCTC Holdings
Texas
$85.1M -$11.1M -52,915 -12%
PVH
541
Psagot Value Holdings
Israel
$85.1M -$18.9M -89,742 -18%
HCM
542
Howland Capital Management
Massachusetts
$84.9M -$867K -4,121 -1%
NMIMC
543
Northwestern Mutual Investment Management Company
Wisconsin
$84.8M – – –
CL
544
CPWM LLC
Washington
$84.3M +$5.66M +26,887 +7%
BAPIM
545
British Airways Pensions Investment Management
United Kingdom
$83.9M – – –
WTC
546
WhitTier Trust Company
Nevada
$83.7M +$543K +2,584 +0.7%
BAMF
547
BI Asset Management Fondsmaeglerselskab
Denmark
$83.2M +$8.11M +38,548 +11%
GLA
548
Great Lakes Advisors
Illinois
$82.8M +$3.74M +17,800 +5%
SIC
549
Salem Investment Counselors
North Carolina
$82.1M -$271K -1,288 -0.3%
MC
550
Martin Currie
United Kingdom
$82M +$24.6M +117,032 +43%
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