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Microsoft
MSFT

Overview Fund Activity

2,810 hedge funds and large institutions have $552B invested in Microsoft in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 1,156 increasing their positions, 1,320 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,810
Holders Change
+28
Holders Change %
+1.01%
% of All Funds
64.42%
Holding in Top 10
1,289
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+5.57%
% of All Funds
29.55%
New
104
Increased
1,156
Reduced
1,320
Closed
48
Calls
$5.22B
Puts
$5.75B
Net Calls
-$537M
Net Calls Change
+$1.54B

Top Buyers

1
BlackRock
BlackRock
New York
+$669M
2
UBS Group
UBS Group
Switzerland
+$626M
3
O
OppenheimerFunds
New York
+$625M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$623M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$529M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.68B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$1.1B
3
Franklin Resources
Franklin Resources
California
-$883M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$789M
5
EVM
Eaton Vance Management
Massachusetts
-$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
826
Ardsley Advisory Partners
Connecticut
$20.3M +$2.47M +25,000 +14%
LRPA
827
L. Roy Papp & Associates
Arizona
$20.2M -$548K -5,553 -3%
IAM
828
ICM Asset Management
Washington
$20.2M -$158K -1,600 -0.8%
CDH
829
Charles D. Hyman
$20.2M +$239K +2,420 +1%
BCM
830
BTR Capital Management
California
$20.2M -$193K -1,960 -0.9%
MC
831
Martin Currie
United Kingdom
$20.2M +$2.97M +30,155 +17%
SRC
832
Shufro Rose & Co
New York
$20.2M -$120K -1,217 -0.6%
CA
833
Claar Advisors
New York
$20.2M -$1.1M -11,112 -5%
MGIA
834
Matthew Goff Investment Advisor
Texas
$20.1M +$136K +1,380 +0.7%
BAAM
835
Baker Avenue Asset Management
California
$20.1M -$95.5K -968 -0.5%
PP
836
Prospector Partners
Connecticut
$20M -$168K -1,700 -0.8%
FFIC
837
First Fiduciary Investment Counsel
Ohio
$20M -$480K -4,865 -2%
DWM
838
Doyle Wealth Management
Florida
$19.9M -$15.2M -153,944 -43%
LNWWM
839
Laird Norton Wetherby Wealth Management
California
$19.8M -$467K -4,737 -2%
TLCM
840
Tiger Legatus Capital Management
New York
$19.7M +$19.7M +200,000 New
WTB
841
Washington Trust Bank
Washington
$19.7M -$668K -6,771 -3%
CFA
842
Carroll Financial Associates
North Carolina
$19.7M -$468K -4,745 -2%
BC
843
Burney Company
Virginia
$19.7M +$2.85M +28,893 +17%
QIM
844
Quest Investment Management
Oregon
$19.6M +$1.13M +11,470 +6%
CCMD
845
Cypress Capital Management (Delaware)
Delaware
$19.5M +$1.27M +12,859 +7%
MHIC
846
Marble Harbor Investment Counsel
Massachusetts
$19.5M -$824K -8,355 -4%
LCM
847
Logan Capital Management
Pennsylvania
$19.5M +$133K +1,347 +0.7%
Jones Financial Companies
848
Jones Financial Companies
Missouri
$19.4M -$826K -8,377 -4%
BWP
849
Baldwin Wealth Partners
Massachusetts
$19.4M +$68.5K +695 +0.4%
SIP
850
Stoneridge Investment Partners
Pennsylvania
$19.4M -$1.64M -16,609 -8%
32 33
34
35 36