MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDH
1001
Charles D. Hyman
$8.51M +$2.23M +35,840 +35%
MC
1002
Middleton & Co
Massachusetts
$8.51M -$1.3M -20,896 -13%
PTC
1003
Private Trust Company
Ohio
$8.51M +$209K +3,356 +3%
SCM
1004
Salem Capital Management
Massachusetts
$8.48M -$152K -2,450 -2%
GAM
1005
Guinness Asset Management
United Kingdom
$8.47M +$967K +15,560 +13%
PP
1006
PDT Partners
New York
$8.45M +$8.45M +136,000 New
NCM
1007
Narwhal Capital Management
Georgia
$8.44M -$6.21K -100 -0.1%
GIA
1008
Granite Investment Advisors
New Hampshire
$8.43M -$359K -5,785 -4%
HR
1009
Howe & Rusling
New York
$8.43M +$352K +5,663 +4%
FSA
1010
Financial Sense Advisors
California
$8.43M +$957K +15,407 +13%
IP
1011
Isthmus Partners
Wisconsin
$8.42M -$7.71K -124 -0.1%
AP
1012
Advisor Partners
California
$8.41M +$973K +15,661 +13%
HAM
1013
Harber Asset Management
North Carolina
$8.41M +$1.53M +24,544 +22%
ACPU
1014
Arrowgrass Capital Partners (US)
Delaware
$8.36M +$3.72M +59,924 +80%
VW
1015
Vantage Wealth
California
$8.33M -$254K -4,091 -3%
AHC
1016
Adell Harriman & Carpenter
Texas
$8.33M +$519K +8,358 +7%
RWA
1017
Ropes Wealth Advisors
Massachusetts
$8.3M +$341K +5,492 +4%
WDA
1018
Wendell David Associates
New Hampshire
$8.24M +$73.8K +1,187 +0.9%
ECM
1019
Evergreen Capital Management
Washington
$8.22M +$194K +3,127 +2%
GIM
1020
Goelzer Investment Management
Indiana
$8.22M +$11.5K +185 +0.1%
YL
1021
YCG LLC
Texas
$8.21M -$1.81M -29,056 -18%
VWM
1022
Venturi Wealth Management
Texas
$8.21M +$603K +9,709 +8%
TCOT
1023
Trust Company of Toledo
Ohio
$8.18M +$255K +4,096 +3%
FFWA
1024
FRG Family Wealth Advisors
Washington
$8.18M +$37.8K +608 +0.5%
CAM
1025
Cubic Asset Management
Massachusetts
$8.16M +$132K +2,125 +2%
39 40
41
42 43