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Microsoft
MSFT

Overview Fund Activity

2,810 hedge funds and large institutions have $552B invested in Microsoft in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 1,156 increasing their positions, 1,320 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,810
Holders Change
+28
Holders Change %
+1.01%
% of All Funds
64.42%
Holding in Top 10
1,289
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+5.57%
% of All Funds
29.55%
New
104
Increased
1,156
Reduced
1,320
Closed
48
Calls
$5.22B
Puts
$5.75B
Net Calls
-$537M
Net Calls Change
+$1.54B

Top Buyers

1
BlackRock
BlackRock
New York
+$669M
2
UBS Group
UBS Group
Switzerland
+$626M
3
O
OppenheimerFunds
New York
+$625M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$623M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$529M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.68B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$1.1B
3
Franklin Resources
Franklin Resources
California
-$883M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$789M
5
EVM
Eaton Vance Management
Massachusetts
-$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
1126
Dundas Partners
United Kingdom
$10.9M -$3.16M -31,988 -22%
SCA
1127
Sander Capital Advisors
Washington
$10.9M – – –
ST
1128
Spinnaker Trust
Maine
$10.9M -$123K -1,252 -1%
GSBTD
1129
Glenview State Bank Trust Department
Illinois
$10.9M +$29.6K +300 +0.3%
LWS
1130
Lucia Wealth Services
California
$10.9M +$1.52M +15,407 +16%
RMCM
1131
Reynders McVeigh Capital Management
Massachusetts
$10.8M +$104K +1,050 +1%
WIS
1132
Wright Investors Service
Connecticut
$10.8M -$1.6M -16,276 -13%
VV
1133
Verity & Verity
South Carolina
$10.8M -$1.69M -17,153 -14%
BPM
1134
Bowling Portfolio Management
Ohio
$10.8M -$416K -4,220 -4%
EBSAM
1135
Eubel Brady & Suttman Asset Management
Ohio
$10.7M -$453K -4,595 -4%
MBTD
1136
Mechanics Bank - Trust Department
California
$10.7M -$64.7K -656 -0.6%
M
1137
MOTCO
Texas
$10.7M +$4.15M +42,101 +64%
DDC
1138
DF Dent & Co
Maryland
$10.7M -$106K -1,074 -1%
FG
1139
Fiduciary Group
Georgia
$10.6M -$125K -1,272 -1%
TFA
1140
Toth Financial Advisory
Virginia
$10.6M -$843K -8,547 -7%
FTI
1141
Fiduciary Trust International
Massachusetts
$10.6M +$3.55K +36 +0%
HIC
1142
Hartline Investment Corp
Illinois
$10.6M +$595K +6,034 +6%
TI
1143
TT International
United Kingdom
$10.6M -$474K -4,807 -4%
SAM
1144
Symphony Asset Management
California
$10.5M -$5.92M -64,818 -36%
SBCM
1145
Schwerin Boyle Capital Management
Massachusetts
$10.5M -$34.5K -350 -0.3%
CIP
1146
Convergence Investment Partners
Florida
$10.5M +$88.5K +897 +0.8%
PIM
1147
Penobscot Investment Management
Massachusetts
$10.4M +$233K +2,360 +2%
TF
1148
Tompkins Financial
New York
$10.4M +$646K +6,548 +7%
AIM
1149
Anchor Investment Management
South Carolina
$10.4M +$637K +6,455 +7%
BCMO
1150
Buckingham Capital Management (Ohio)
Ohio
$10.4M -$445K -4,516 -4%
44 45
46
47 48