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Microsoft
MSFT

Overview Fund Activity

2,479 hedge funds and large institutions have $426B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 963 increasing their positions, 1,192 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
61.9%
Holding in Top 10
975
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.17%
% of All Funds
24.34%
New
92
Increased
963
Reduced
1,192
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.51B
2
BlackRock
BlackRock
New York
+$1.39B
3
Bank of America
Bank of America
North Carolina
+$1B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$764M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$587M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.01B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$855M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$596M
5
VH
ValueAct Holdings
California
-$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
1201
Haverford Financial Services
Pennsylvania
$6.57M +$5.97M +80,191 +996%
CFG
1202
Cambridge Financial Group
Ohio
$6.55M -$84.1K -1,129 -1%
LIM
1203
Leavell Investment Management
Alabama
$6.52M -$15.3K -206 -0.2%
EGA
1204
Eagle Global Advisors
Texas
$6.51M -$159K -2,133 -2%
SCA
1205
Sage Capital Advisors
South Dakota
$6.5M -$388K -5,208 -6%
TIA
1206
Tandem Investment Advisors
South Carolina
$6.5M -$146K -1,955 -2%
JWM
1207
Jackson Wealth Management
Florida
$6.5M +$285K +3,733 +5%
ISB
1208
Iowa State Bank
Iowa
$6.46M -$183K -2,457 -3%
CIM
1209
CenturyLink Investment Management
Colorado
$6.45M – – –
DPIM
1210
Duff & Phelps Investment Management
Illinois
$6.45M -$90.1K -1,210 -1%
BMM
1211
Buffington Mohr McNeal
Idaho
$6.45M -$85.1K -1,015 -1%
RC
1212
Roundview Capital
New Jersey
$6.42M -$108K -1,453 -2%
APP
1213
Avantax Planning Partners
Iowa
$6.42M -$308K -4,136 -5%
LBC
1214
Lawrence B. Cohen
$6.4M -$550K -7,382 -8%
KCMRT
1215
Kemper Corp Master Retirement Trust
Illinois
$6.38M – – –
CPA
1216
Court Place Advisors
Maryland
$6.35M -$84.2K -1,131 -1%
IFWM
1217
Institute for Wealth Management
Colorado
$6.34M +$333K +4,476 +6%
ACM
1218
Adalta Capital Management
New York
$6.32M -$78.2K -1,050 -1%
AWM
1219
Altavista Wealth Management
North Carolina
$6.31M +$4.25K +57 +0.1%
HIM
1220
Harbour Investment Management
Washington
$6.31M -$22K -295 -0.3%
MCA
1221
Mercer Capital Advisers
New Jersey
$6.26M -$28.8K -386 -0.5%
JCM
1222
JS Capital Management
New York
$6.26M +$6.26M +84,000 New
CANY
1223
Caxton Associates (New York)
New York
$6.24M -$1.38M -18,500 -18%
WC
1224
Whitney & Co
New York
$6.24M +$3.45K +50 +0.1%
AIM
1225
Assured Investment Management
New York
$6.2M +$4.7M +63,057 +312%
47 48
49
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