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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$3.26B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.73B
5
LPC
Lone Pine Capital
Connecticut
+$668M

Top Sellers

1
State Street
State Street
Massachusetts
-$739M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$649M
3
Barclays
Barclays
United Kingdom
-$597M
4
Franklin Resources
Franklin Resources
California
-$504M
5
GIM
Generation Investment Management
United Kingdom
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPIM
1201
Duff & Phelps Investment Management
Illinois
$6.05M -$438K -6,360 -7%
LIM
1202
Leavell Investment Management
Alabama
$6.04M -$125K -1,813 -2%
RC
1203
Roundview Capital
New Jersey
$6.04M +$241K +3,501 +4%
SG
1204
Swarthmore Group
Pennsylvania
$6.03M -$12.6M -182,200 -68%
OA
1205
Oxbow Advisors
Texas
$6.02M +$278K +4,026 +5%
TI
1206
TT International
United Kingdom
$6.01M -$1.9M -27,552 -24%
HIIFS
1207
Harel Insurance Investments & Financial Services
Israel
$5.98M +$362K +5,249 +6%
CIM
1208
CenturyLink Investment Management
Colorado
$5.97M -$415K -6,023 -6%
CPA
1209
Court Place Advisors
Maryland
$5.95M -$51.6K -748 -0.9%
CSM
1210
CAMG Solamere Management
North Carolina
$5.94M +$91.4K +1,325 +2%
ACM
1211
Adalta Capital Management
New York
$5.92M +$202K +2,925 +4%
JWM
1212
Jackson Wealth Management
Florida
$5.91M +$371K +5,114 +7%
KCMRT
1213
Kemper Corp Master Retirement Trust
Illinois
$5.91M +$2.07M +30,000 +54%
KLC
1214
Knowledge Leaders Capital
Colorado
$5.87M +$42.7K +619 +0.7%
TF
1215
Tompkins Financial
New York
$5.86M -$91.1K -1,321 -2%
HIM
1216
Harbour Investment Management
Washington
$5.86M -$159K -2,310 -3%
WPIC
1217
White Pine Investment Company
Michigan
$5.84M -$68.9K -1,000 -1%
AWM
1218
Altavista Wealth Management
North Carolina
$5.83M -$113K -1,638 -2%
MCA
1219
Mercer Capital Advisers
New Jersey
$5.82M -$11.1K -161 -0.2%
BOTW
1220
Bank of the West
California
$5.78M +$942K +13,672 +19%
WA
1221
WFG Advisors
Texas
$5.78M +$623K +9,043 +12%
PLFAM
1222
Pineno Levin & Ford Asset Management
Virginia
$5.76M -$43.1K -625 -0.7%
RIG
1223
Renaissance Investment Group
Massachusetts
$5.74M +$128K +1,856 +2%
MA
1224
Marshwinds Advisory
Georgia
$5.72M -$32K -464 -0.6%
ST
1225
Somerset Trust
Pennsylvania
$5.72M +$35.9K +521 +0.6%
47 48
49
50 51