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Microsoft
MSFT

Overview Fund Activity

2,268 hedge funds and large institutions have $321B invested in Microsoft in 2015 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 821 increasing their positions, 1,026 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,268
Holders Change
+181
Holders Change %
+8.67%
% of All Funds
59.56%
Holding in Top 10
911
Holding in Top 10 Change
+230
Holding in Top 10 Change %
+33.77%
% of All Funds
23.92%
New
257
Increased
821
Reduced
1,026
Closed
46
Calls
$5.99B
Puts
$4.34B
Net Calls
+$1.65B
Net Calls Change
+$839M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.43B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$993M
4
Bank of America
Bank of America
North Carolina
+$789M
5
Morgan Stanley
Morgan Stanley
New York
+$518M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.64B
2
Goldman Sachs
Goldman Sachs
New York
-$1.09B
3
VH
ValueAct Holdings
California
-$1.03B
4
Franklin Resources
Franklin Resources
California
-$880M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
1051
SNS Financial Group
Minnesota
$6.6M +$395K +7,118 +6%
MCM
1052
MAI Capital Management
Ohio
$6.6M +$781K +14,085 +13%
MCM
1053
Mazama Capital Management
Oregon
$6.58M -$55.4K -998 -0.8%
MCM
1054
Monarch Capital Management
Indiana
$6.58M -$340K -6,125 -5%
VFS
1055
VSR Financial Services
Kansas
$6.57M +$166K +3,001 +3%
BFIM
1056
Beese Fulmer Investment Management
Ohio
$6.55M +$162K +2,915 +3%
DG
1057
Davidson & Garrard
Virginia
$6.54M -$230K -4,150 -3%
NEAM
1058
New England Asset Management
Connecticut
$6.5M -$3.3M -59,500 -34%
DWT
1059
Dorsey & Whitney Trust
South Dakota
$6.49M +$188K +3,395 +3%
PJSIMP
1060
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.49M -$27.9K -502 -0.4%
LJHT
1061
Laurie J. Hall Trustee
$6.49M -$7.15K -140 -0.1%
SFA
1062
Staton Financial Advisors
North Carolina
$6.46M -$358K -6,456 -5%
VV
1063
Verity & Verity
South Carolina
$6.46M +$164K +2,958 +3%
LIA
1064
LS Investment Advisors
Michigan
$6.45M +$16.5K +298 +0.3%
NA
1065
Navellier & Associates
Nevada
$6.45M -$268K -4,835 -4%
LWM
1066
Lyons Wealth Management
Florida
$6.44M -$197K -3,558 -3%
FAT
1067
First American Trust
California
$6.43M -$1.17M -21,084 -15%
MBTD
1068
Mechanics Bank - Trust Department
California
$6.43M -$232K -4,179 -3%
AHC
1069
Adell Harriman & Carpenter
Texas
$6.42M +$476K +8,583 +8%
BCM
1070
BTC Capital Management
Iowa
$6.42M -$190K -3,430 -3%
SWM
1071
SVA Wealth Management
Wisconsin
$6.4M +$15.5K +279 +0.2%
LDB
1072
Lee, Danner & Bass
Tennessee
$6.35M +$134K +2,411 +2%
OSNBOA
1073
Old Second National Bank of Aurora
Illinois
$6.32M -$688K -12,406 -10%
WCM
1074
Weik Capital Management
Pennsylvania
$6.31M -$158K -2,850 -2%
GLRA
1075
Gerald L. Ray & Associates
Texas
$6.26M -$163K -2,945 -3%
41 42
43
44 45