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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
+$1.82B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$569M
3
State Street
State Street
Massachusetts
+$522M
4
Capital World Investors
Capital World Investors
California
+$474M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$463M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.04B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$535M
3
Macquarie Group
Macquarie Group
Australia
-$432M
4
Harris Associates
Harris Associates
Illinois
-$428M
5
Dodge & Cox
Dodge & Cox
California
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
651
Smith Salley Wealth Management
North Carolina
$17.4M +$587K +10,184 +3%
TAM
652
Tiverton Asset Management
Delaware
$17.4M +$7.23M +125,480 +71%
Jones Financial Companies
653
Jones Financial Companies
Missouri
$17.4M -$387K -6,727 -2%
MAM
654
Meeder Asset Management
Ohio
$17.3M +$1.99M +34,555 +13%
AssetMark Inc
655
AssetMark Inc
California
$17.2M +$3.47M +60,244 +25%
SPC
656
Stewart & Patten Company
California
$17.2M -$246K -4,269 -1%
HCM
657
Horan Capital Management
Maryland
$17.1M -$225K -3,910 -1%
LCP
658
LGT Capital Partners
Switzerland
$17.1M -$1.53M -26,500 -8%
PGFC
659
Peapack-Gladstone Financial Corp
New Jersey
$17M +$276K +4,783 +2%
CWM
660
Concert Wealth Management
California
$17M +$73.5K +1,274 +0.4%
HP
661
Hosking Partners
United Kingdom
$16.9M +$2.07M +35,917 +14%
HCMT
662
Highland Capital Management (Texas)
Texas
$16.9M +$16.9M +293,790 New
ZIG
663
Zuckerman Investment Group
Illinois
$16.9M -$51.2K -888 -0.3%
MERSOM
664
Municipal Employees' Retirement System of Michigan
Michigan
$16.8M +$28.2K +490 +0.2%
ACM
665
Azimuth Capital Management
Michigan
$16.8M -$3.05M -52,943 -15%
RBA
666
Richard Bernstein Advisors
New York
$16.8M – – –
JAM
667
Jupiter Asset Management
United Kingdom
$16.8M -$4.84M -83,999 -22%
FNBT
668
FineMark National Bank & Trust
Florida
$16.8M +$286K +5,069 +2%
PDN
669
Pensionfund DSM Netherlands
Netherlands
$16.6M – – –
KIA
670
KCM Investment Advisors
California
$16.5M +$1.66M +28,772 +11%
CEI
671
Clark Estates Inc
New York
$16.3M -$34K -590 -0.2%
NP
672
NS Partners
United Kingdom
$16.2M -$1.45M -25,216 -8%
IC
673
Institutional Capital
Illinois
$16.2M +$2.28M +39,570 +16%
SLI
674
Sumitomo Life Insurance
Japan
$16.1M -$1.95M -33,812 -11%
ASA
675
Armstrong Shaw Associates
Connecticut
$16M -$1.16M -20,121 -7%
25 26
27
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