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Microsoft
MSFT

Overview Fund Activity

3,577 hedge funds and large institutions have $1.12T invested in Microsoft in 2020 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 1,350 increasing their positions, 1,850 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,577
Holders Change
+31
Holders Change %
+0.87%
% of All Funds
72.36%
Holding in Top 10
2,013
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-3.31%
% of All Funds
40.72%
New
144
Increased
1,350
Reduced
1,850
Closed
75
Calls
$20.5B
Puts
$21.3B
Net Calls
-$818M
Net Calls Change
+$177M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$2.79B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$956M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$840M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$549M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$511M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.32B
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$2.16B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.96B
4
CS
Credit Suisse
Switzerland
-$1.5B
5
BlackRock
BlackRock
New York
-$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1201
JS Capital Management
New York
$20M -$17.5M -83,000 -47%
CCT
1202
Chemung Canal Trust
New York
$19.9M -$1.28M -6,068 -6%
CBB
1203
Citizens Business Bank
California
$19.9M -$1.06M -5,036 -5%
WIC
1204
Willis Investment Counsel
Georgia
$19.9M -$1.35M -6,423 -6%
LCM
1205
Logan Capital Management
Pennsylvania
$19.9M -$29.6M -140,834 -60%
DT
1206
Diversified Trust
Tennessee
$19.9M +$4.79M +22,754 +32%
KFP
1207
KMG Fiduciary Partners
Ohio
$19.8M -$855K -4,067 -4%
RPC
1208
Rossmore Private Capital
Connecticut
$19.8M +$459K +2,184 +2%
CIA
1209
CCM Investment Advisers
South Carolina
$19.7M -$1.2M -5,686 -6%
ECG
1210
Edge Capital Group
Georgia
$19.7M +$170K +808 +0.9%
S
1211
SignatureFD
Georgia
$19.6M +$979K +4,653 +5%
AF
1212
Arrow Financial
New York
$19.6M -$1.13M -5,383 -5%
KJWM
1213
Kiley Juergens Wealth Management
Washington
$19.6M -$4.31M -20,498 -18%
TCM
1214
Thames Capital Management
New Jersey
$19.6M -$4.03M -19,137 -17%
WC
1215
Westwind Capital
New Mexico
$19.5M +$329K +1,566 +2%
PAS
1216
Park Avenue Securities
New York
$19.5M +$1.88M +8,938 +11%
DLCIG
1217
D.L. Carlson Investment Group
New Hampshire
$19.4M +$3.42M +16,277 +21%
MWM
1218
Meridian Wealth Management
Kentucky
$19.4M +$1.97M +9,384 +11%
DBG
1219
De Burlo Group
Massachusetts
$19.3M -$10.6M -50,267 -35%
PPW
1220
Parcion Private Wealth
Washington
$19.3M +$1.52M +7,362 +9%
UAS
1221
United Asset Strategies
New York
$19.2M -$751K -3,569 -4%
UONDDL
1222
University of Notre Dame du Lac
Indiana
$19.1M -$1.81M -8,586 -9%
LIM
1223
Leavell Investment Management
Alabama
$19.1M -$43.7K -208 -0.2%
MAM
1224
Mark Asset Management
New York
$19.1M -$4.46M -21,197 -19%
WEC
1225
Winslow Evans & Crocker
Massachusetts
$19.1M -$1.29M -6,138 -6%
47 48
49
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