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Microsoft
MSFT

Overview Fund Activity

2,260 hedge funds and large institutions have $290B invested in Microsoft in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,016 increasing their positions, 976 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,260
Holders Change
-33
Holders Change %
-1.44%
% of All Funds
60.4%
Holding in Top 10
730
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-15.8%
% of All Funds
19.51%
New
95
Increased
1,016
Reduced
976
Closed
106
Calls
$3.43B
Puts
$2.93B
Net Calls
+$503M
Net Calls Change
-$931M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$611M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$559M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$428M
4
Franklin Resources
Franklin Resources
California
+$346M
5
Macquarie Group
Macquarie Group
Australia
+$323M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$5.13B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.51B
3
Boston Partners
Boston Partners
Massachusetts
-$486M
4
State Street
State Street
Massachusetts
-$452M
5
LPC
Lone Pine Capital
Connecticut
-$434M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
1001
Oakwood Capital Management
California
$6.86M +$4.09K +80 +0.1%
BWFM
1002
Bridgewater Wealth & Financial Management
Maryland
$6.86M -$107K -2,082 -2%
WDA
1003
Wendell David Associates
New Hampshire
$6.77M -$245K -4,800 -3%
SSP
1004
Sapphire Star Partners
Washington
$6.77M -$5.47M -106,814 -45%
CIP
1005
Convergence Investment Partners
Florida
$6.73M -$1.15M -22,426 -15%
CCM
1006
Century Capital Management
Massachusetts
$6.71M – – –
CFSG
1007
Community Financial Services Group
Vermont
$6.71M -$160K -3,132 -2%
AA
1008
Ancora Advisors
Ohio
$6.71M +$190K +3,707 +3%
OA
1009
Oxbow Advisors
Texas
$6.71M -$1.98M -38,664 -23%
BCP
1010
Blue Chip Partners
Michigan
$6.69M +$148K +2,900 +2%
BCM
1011
Blume Capital Management
California
$6.64M -$295K -5,757 -4%
ECM
1012
Evergreen Capital Management
Washington
$6.64M -$34.5K -674 -0.5%
RIL
1013
Rothschild Investment LLC
Illinois
$6.62M -$2.24M -43,690 -25%
FFWA
1014
FRG Family Wealth Advisors
Washington
$6.62M +$97.1K +1,897 +1%
TCOT
1015
Trust Company of Toledo
Ohio
$6.58M +$145K +2,838 +2%
RWA
1016
Ropes Wealth Advisors
Massachusetts
$6.58M +$523K +10,226 +9%
CAM
1017
Cubic Asset Management
Massachusetts
$6.55M -$66.5K -1,300 -1%
CIA
1018
Choate Investment Advisors
Massachusetts
$6.54M -$369K -7,211 -5%
PTC
1019
Private Trust Company
Ohio
$6.52M +$45.1K +881 +0.7%
DIS
1020
Diversified Investment Strategies
Louisiana
$6.49M +$22.4K +437 +0.3%
LJHT
1021
Laurie J. Hall Trustee
$6.48M -$89.2K -1,695 -1%
DHFB
1022
Dixon Hubard Feinour & Brown
Virginia
$6.48M +$197K +3,850 +3%
BHWM
1023
Bar Harbor Wealth Management
New Hampshire
$6.47M +$367K +7,168 +6%
WF
1024
WealthTrust Fairport
Ohio
$6.46M +$642K +12,549 +11%
HTHT
1025
Hemenway Trust Hemenway Trust
New Hampshire
$6.44M +$126K +2,456 +2%
39 40
41
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