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Microsoft

3,428 hedge funds and large institutions have $869B invested in Microsoft in 2019 Q4 according to their latest regulatory filings, with 418 funds opening new positions, 1,231 increasing their positions, 1,532 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,428
Holders Change
+305
Holders Change %
+9.77%
% of All Funds
67.69%
Holding in Top 10
1,723
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+8.03%
% of All Funds
34.02%
New
418
Increased
1,231
Reduced
1,532
Closed
65
Calls
$9.76B
Puts
$13.9B
Net Calls
-$4.18B
Net Calls Change
-$1.33B
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
1101
NorthCoast Asset Management
Connecticut
$17.4M +$469K +2,972 +3%
MCM
1102
Mengis Capital Management
Oregon
$17.3M -$38K -241 -0.2%
BHWM
1103
Bar Harbor Wealth Management
New Hampshire
$17.3M +$1.06M +6,711 +7%
CIA
1104
CCM Investment Advisers
South Carolina
$17.3M -$310K -1,963 -2%
GCA
1105
Guardian Capital Advisors
Ontario, Canada
$17.3M -$453K -2,794 -3%
VWA
1106
Visionary Wealth Advisors
Illinois
$17.2M +$17.2M +109,287 New
LWS
1107
Lucia Wealth Services
California
$17.2M -$405K -2,566 -2%
PIM
1108
Penobscot Investment Management
Massachusetts
$17.2M -$308K -1,955 -2%
NIMC
1109
NWQ Investment Management Company
California
$17.2M -$1.4M -8,874 -8%
WIS
1110
Wright Investors Service
Connecticut
$17.1M +$590K +3,744 +4%
YL
1111
YCG LLC
Texas
$17.1M +$209K +1,328 +1%
RGI
1112
River Global Investors
United Kingdom
$17.1M
BAS
1113
Brown Advisory Securities
Maryland
$17M +$1.06M +6,708 +7%
NCM
1114
Nelson Capital Management
California
$17M +$14.2K +90 +0.1%
TF
1115
Tompkins Financial
New York
$17M +$134K +848 +0.8%
GIA
1116
Granite Investment Advisors
New Hampshire
$17M -$437K -2,772 -3%
DJSG
1117
D.J. St. Germain
Massachusetts
$17M +$11.1M +70,649 +190%
TIM
1118
Thompson Investment Management
Wisconsin
$17M -$1.23M -7,806 -7%
DDC
1119
DF Dent & Co
Maryland
$16.9M -$93.5K -593 -0.5%
GAM
1120
Griffin Asset Management
New York
$16.9M +$134K +847 +0.8%
CIC
1121
Cutler Investment Counsel
Oregon
$16.9M -$2.44M -15,478 -13%
AF
1122
Arrow Financial
New York
$16.9M -$1.24M -7,874 -7%
VV
1123
Verity & Verity
South Carolina
$16.9M -$24.4K -155 -0.1%
HR
1124
Howe & Rusling
New York
$16.9M +$366K +2,320 +2%
MBTD
1125
Mechanics Bank - Trust Department
California
$16.8M -$389K -2,466 -2%