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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 %
OCM
976
Oakwood Capital Management
California
$7.67M -$57.8K -1,003 -0.7%
BCP
977
Blue Chip Partners
Michigan
$7.62M +$90.7K +1,575 +1%
GIM
978
Goelzer Investment Management
Indiana
$7.61M -$123K -2,136 -2%
TCM
979
Tradition Capital Management
New Jersey
$7.6M -$433K -7,519 -5%
CIA
980
Choate Investment Advisors
Massachusetts
$7.6M +$230K +3,999 +3%
WDA
981
Wendell David Associates
New Hampshire
$7.57M -$82.4K -1,430 -1%
FFWA
982
FRG Family Wealth Advisors
Washington
$7.55M +$99.6K +1,730 +1%
CFSG
983
Community Financial Services Group
Vermont
$7.52M -$39K -677 -0.5%
MAM
984
Mizuho Asset Management
Japan
$7.49M -$1.73M -30,055 -19%
HR
985
Howe & Rusling
New York
$7.49M +$511K +8,873 +7%
PRA
986
Parametric Risk Advisors
Connecticut
$7.48M -$782K -13,583 -9%
WF
987
WealthTrust Fairport
Ohio
$7.48M +$207K +3,598 +3%
TCM
988
TimesSquare Capital Management
New York
$7.45M -$357K -6,205 -5%
CAM
989
Cubic Asset Management
Massachusetts
$7.44M +$66.8K +1,160 +0.9%
ECM
990
Evergreen Capital Management
Washington
$7.44M -$32.9K -571 -0.4%
RWA
991
Ropes Wealth Advisors
Massachusetts
$7.38M -$25.6K -445 -0.3%
TCOT
992
Trust Company of Toledo
Ohio
$7.35M -$57.1K -992 -0.8%
MI
993
Montage Investments
Kansas
$7.34M +$5.39M +93,513 +276%
VV
994
Verity & Verity
South Carolina
$7.31M +$314K +5,444 +4%
LW
995
Linscomb Wealth
Texas
$7.31M +$220K +3,822 +3%
CANC
996
Culbertson A N & Co
Virginia
$7.3M +$114K +1,971 +2%
DHFB
997
Dixon Hubard Feinour & Brown
Virginia
$7.28M -$11.6K -201 -0.2%
DLCIG
998
D.L. Carlson Investment Group
New Hampshire
$7.27M +$581K +10,080 +9%
AHC
999
Adell Harriman & Carpenter
Texas
$7.24M +$389K +6,752 +6%
HTHT
1000
Hemenway Trust Hemenway Trust
New Hampshire
$7.24M -$14.6K -253 -0.2%
38 39
40
41 42