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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 %
IWA
1151
IBEX Wealth Advisors
New Jersey
$6.12M +$133K +2,115 +2%
CG
1152
Clinton Group
New York
$6.12M +$6.12M +98,430 New
I
1153
IberiaBank
Louisiana
$6.1M +$520K +8,371 +9%
HL
1154
HeadInvest LLC
Maine
$6.08M -$30.4K -490 -0.5%
SIC
1155
Sigma Investment Counselors
Michigan
$6.06M +$47.1K +758 +0.8%
AP
1156
Appleton Partners
Massachusetts
$6.05M -$115K -1,851 -2%
DPIM
1157
Duff & Phelps Investment Management
Illinois
$6M -$221K -3,550 -4%
FG
1158
Fiduciary Group
Georgia
$6M +$1.11M +17,857 +23%
FWCM
1159
First Western Capital Management
California
$5.99M -$1.13M -18,187 -16%
EAMA
1160
EFG Asset Management (Americas)
Florida
$5.97M -$3.74K -59 -0.1%
UBWV
1161
United Bank (West Virginia)
West Virginia
$5.97M -$409K -6,578 -6%
PRCM
1162
Pine River Capital Management
Minnesota
$5.95M +$4.39M +70,674 +281%
TA
1163
Tiedemann Advisors
New York
$5.95M +$3.01M +48,514 +103%
RFM
1164
Royal Fund Management
Florida
$5.94M +$5.94M +95,531 New
VEPM
1165
Vista Equity Partners Management
California
$5.93M +$1.47M +23,592 +33%
GHA
1166
Garcia Hamilton & Associates
Texas
$5.9M -$223K -3,592 -4%
II
1167
IFM Investors
Australia
$5.89M +$5.89M +94,828 New
CIA
1168
Capital Investment Advisors
Georgia
$5.88M -$35.9K -577 -0.6%
CT
1169
Chicago Trust
Illinois
$5.88M -$160K -2,578 -3%
CG
1170
Caprock Group
Idaho
$5.87M -$373K -6,001 -6%
EFS
1171
Essex Financial Services
Connecticut
$5.86M +$376K +6,058 +7%
HIM
1172
Harbour Investment Management
Washington
$5.85M -$23K -370 -0.4%
RSS
1173
Rosenblum Silverman Sutton
California
$5.85M -$50.5K -813 -0.9%
CCMINC
1174
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.83M -$10.1K -163 -0.2%
KFC
1175
Klingenstein Fields & Co
New York
$5.83M -$702K -11,290 -11%
45 46
47
48 49