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Microsoft
MSFT

Overview Fund Activity

2,267 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 868 increasing their positions, 1,104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
60.58%
Holding in Top 10
844
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+15.62%
% of All Funds
22.55%
New
95
Increased
868
Reduced
1,104
Closed
64
Calls
$3.73B
Puts
$3.45B
Net Calls
+$282M
Net Calls Change
-$221M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.82B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$569M
3
State Street
State Street
Massachusetts
+$522M
4
Capital World Investors
Capital World Investors
California
+$474M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$463M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.04B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$535M
3
Macquarie Group
Macquarie Group
Australia
-$432M
4
Harris Associates
Harris Associates
Illinois
-$428M
5
Dodge & Cox
Dodge & Cox
California
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1126
Sigma Investment Counselors
Michigan
$5.57M -$6.51K -113 -0.1%
SRP
1127
Saddle Road Partners
Nebraska
$5.56M -$626K -10,860 -10%
EAMA
1128
EFG Asset Management (Americas)
Florida
$5.53M -$190K -3,248 -3%
KFA
1129
Kelleher Financial Advisors
New York
$5.52M -$2.88K -50 -0.1%
EDRAML
1130
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$5.51M -$159K -2,753 -3%
IWA
1131
IBEX Wealth Advisors
New Jersey
$5.5M +$5.5M +95,393 New
CIA
1132
Capital Investment Advisors
Georgia
$5.48M +$61.5K +1,067 +1%
MBI
1133
Montrusco Bolton Investments
Quebec, Canada
$5.48M -$5M -86,734 -48%
RSS
1134
Rosenblum Silverman Sutton
California
$5.47M -$100K -1,740 -2%
ACM
1135
Atika Capital Management
New York
$5.45M +$2.8M +48,650 +106%
BOTW
1136
Bank of the West
California
$5.45M +$576 +10 +0%
HIM
1137
Harbour Investment Management
Washington
$5.45M -$38.3K -665 -0.7%
DBT
1138
Dubuque Bank & Trust
Iowa
$5.44M +$3.2M +55,596 +143%
SB
1139
Simmons Bank
Arkansas
$5.43M -$260K -4,510 -5%
CCMINC
1140
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.42M +$74.4K +1,292 +1%
MA
1141
Menlo Advisors
California
$5.4M -$9.85K -171 -0.2%
MKC
1142
M. Kraus & Co
Vermont
$5.37M -$170K -2,944 -3%
IAM
1143
Integre Asset Management
New York
$5.37M +$4.77M +82,774 +797%
EWM
1144
Elite Wealth Management
Washington
$5.36M -$894K -15,526 -14%
ISB
1145
Iowa State Bank
Iowa
$5.36M -$16.6K -288 -0.3%
FM
1146
Family Management
New York
$5.34M -$64.8K -1,125 -1%
AC
1147
Allstate Corporation
Illinois
$5.33M -$9.29M -161,320 -64%
TRIM
1148
Thompson Rubinstein Investment Management
Oregon
$5.33M -$104K -1,800 -2%
LOAME
1149
Lombard Odier Asset Management (Europe)
United Kingdom
$5.27M – – –
FAM
1150
Foresters Asset Management
Ontario, Canada
$5.27M +$599K +10,400 +13%
44 45
46
47 48