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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 %
WF
1026
WealthTrust Fairport
Ohio
$8.15M +$80.7K +1,298 +1%
EA
1027
Edge Advisors
Georgia
$8.13M +$8.13M +130,782 New
CIA
1028
Choate Investment Advisors
Massachusetts
$8.12M -$72.3K -1,163 -0.9%
OCM
1029
Oakwood Capital Management
California
$8.12M -$146K -2,356 -2%
AI
1030
Atria Investments
North Carolina
$8.12M +$1.05M +16,962 +15%
BWFM
1031
Bridgewater Wealth & Financial Management
Maryland
$8.12M -$281K -4,528 -3%
CA
1032
Clearstead Advisors
Ohio
$8.1M +$8.1M +130,373 New
WCMN
1033
Westchester Capital Management (Nebraska)
Nebraska
$8.09M -$336K -5,400 -4%
CFSG
1034
Community Financial Services Group
Vermont
$8.05M -$54.5K -877 -0.7%
FVCM
1035
F&V Capital Management
Florida
$8.02M +$326K +5,245 +4%
TCM
1036
Tradition Capital Management
New Jersey
$8.01M -$188K -3,019 -2%
CWG
1037
C WorldWide Group
Denmark
$7.99M +$4.35M +69,946 +119%
DLCIG
1038
D.L. Carlson Investment Group
New Hampshire
$7.98M +$139K +2,236 +2%
LW
1039
Linscomb Wealth
Texas
$7.97M +$89.2K +1,436 +1%
WIS
1040
Wright Investors Service
Connecticut
$7.94M +$1.6M +25,713 +25%
VV
1041
Verity & Verity
South Carolina
$7.88M -$4.72K -76 -0.1%
BLAM
1042
Bourne Lent Asset Management
New York
$7.86M +$68.4K +1,100 +0.9%
CANC
1043
Culbertson A N & Co
Virginia
$7.84M -$34.4K -554 -0.4%
JG
1044
Jefferies Group
New York
$7.83M +$791K +12,732 +11%
TCM
1045
TimesSquare Capital Management
New York
$7.82M -$222K -3,565 -3%
BHWM
1046
Bar Harbor Wealth Management
New Hampshire
$7.82M +$109K +1,752 +1%
HTHT
1047
Hemenway Trust Hemenway Trust
New Hampshire
$7.79M -$18.6K -300 -0.2%
GGHC
1048
Gilder Gagnon Howe & Co
New York
$7.79M +$1.18M +18,990 +18%
IIM
1049
Ipswich Investment Management
Massachusetts
$7.77M +$1.19M +19,127 +18%
FCMC
1050
Founders Capital Management (Connecticut)
Connecticut
$7.77M -$12.1K -194 -0.2%
40 41
42
43 44