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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 %
TI
951
TT International
United Kingdom
$8.29M +$4.59M +79,700 +124%
TFA
952
Toth Financial Advisory
Virginia
$8.27M +$148K +2,572 +2%
AP
953
AHL Partners
United Kingdom
$8.24M +$4.95M +86,025 +151%
RIL
954
Rothschild Investment LLC
Illinois
$8.24M +$790K +13,722 +11%
WSCM
955
Wellington Shields Capital Management
New York
$8.22M -$131K -2,278 -2%
MIM
956
Marco Investment Management
Georgia
$8.2M -$864 -15 -0%
AF
957
Arrow Financial
New York
$8.2M -$264K -4,585 -3%
GIA
958
Granite Investment Advisors
New Hampshire
$8.15M -$269K -4,670 -3%
HVIA
959
Hudson Valley Investment Advisors
New York
$8.14M +$216K +3,750 +3%
BCM
960
BTC Capital Management
Iowa
$8.09M +$1.2M +20,728 +17%
SCM
961
Salem Capital Management
Massachusetts
$8M -$64.8K -1,125 -0.8%
VW
962
Vantage Wealth
California
$7.96M +$80.6K +1,400 +1%
PS
963
Pensionfund Sabic
Netherlands
$7.95M – – –
NHC
964
Nicholas Hoffman & Company
Georgia
$7.93M +$8.47K +147 +0.1%
CIC
965
Cutler Investment Counsel
Oregon
$7.93M +$81.2K +1,410 +1%
HAIM
966
Hunter Associates Investment Management
Pennsylvania
$7.92M -$297K -5,163 -4%
MIAN
967
Mariner Independent Advisor Network
Kansas
$7.89M +$162K +2,810 +2%
ERIM
968
Eagle Ridge Investment Management
Connecticut
$7.84M -$67.4K -1,170 -0.9%
LAM
969
Lebenthal Asset Management
New York
$7.83M -$1.01M -17,538 -11%
NCM
970
Narwhal Capital Management
Georgia
$7.83M -$13K -225 -0.2%
WCMN
971
Westchester Capital Management (Nebraska)
Nebraska
$7.81M -$4.22M -73,235 -35%
BWFM
972
Bridgewater Wealth & Financial Management
Maryland
$7.78M +$66.2K +1,150 +0.9%
IP
973
Isthmus Partners
Wisconsin
$7.74M -$186K -3,250 -2%
PTC
974
Private Trust Company
Ohio
$7.69M +$348K +6,050 +5%
AA
975
Ancora Advisors
Ohio
$7.68M +$126K +2,192 +2%
37 38
39
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