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Microsoft
MSFT

Overview Fund Activity

2,267 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 868 increasing their positions, 1,104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
60.58%
Holding in Top 10
844
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+15.62%
% of All Funds
22.55%
New
95
Increased
868
Reduced
1,104
Closed
64
Calls
$3.73B
Puts
$3.45B
Net Calls
+$282M
Net Calls Change
-$221M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.82B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$569M
3
State Street
State Street
Massachusetts
+$522M
4
Capital World Investors
Capital World Investors
California
+$474M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$463M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.04B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$535M
3
Macquarie Group
Macquarie Group
Australia
-$432M
4
Harris Associates
Harris Associates
Illinois
-$428M
5
Dodge & Cox
Dodge & Cox
California
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1301
Frontier Wealth Management
Missouri
$3.86M -$1.22M -21,108 -24%
FHA
1302
First Horizon Advisors
Tennessee
$3.85M -$193K -3,354 -5%
CCP
1303
Corient Capital Partners
California
$3.84M +$3.84M +66,576 New
MC
1304
Menta Capital
California
$3.83M +$3.83M +66,500 New
WIC
1305
Woodmont Investment Counsel
Tennessee
$3.81M -$651K -11,297 -15%
DI
1306
Diligent Investors
California
$3.81M +$469K +8,129 +14%
ACS
1307
Archford Capital Strategies
Illinois
$3.8M +$2.48M +43,089 +188%
WEC
1308
Winslow Evans & Crocker
Massachusetts
$3.79M -$47K -816 -1%
MCM
1309
Mengis Capital Management
Oregon
$3.79M -$51.8K -900 -1%
ASN
1310
Advisory Services Network
Georgia
$3.76M +$285K +4,951 +8%
GIA
1311
GHP Investment Advisors
Colorado
$3.74M +$69.7K +1,211 +2%
FTI
1312
Fiduciary Trust International
Massachusetts
$3.73M -$645K -11,192 -15%
MGIA
1313
Moneta Group Investment Advisors
Missouri
$3.72M -$517K -8,980 -12%
EM
1314
Excalibur Management
Massachusetts
$3.72M -$77.1K -1,339 -2%
CC
1315
Courier Capital
New York
$3.71M -$18.8K -326 -0.5%
BAC
1316
Boys Arnold & Co
North Carolina
$3.71M +$69.9K +1,214 +2%
III
1317
Independent Investors Inc
New York
$3.69M +$2.19K +38 +0.1%
HIIFS
1318
Harel Insurance Investments & Financial Services
Israel
$3.69M -$1.52M -26,443 -29%
NME
1319
Notis-McConarty Edward
$3.68M -$32.8K -570 -0.9%
WIC
1320
Whitegate Investment Counselors
New Hampshire
$3.67M +$585K +10,160 +19%
BE
1321
Bonness Enterprises
District of Columbia
$3.66M – – –
MCM
1322
Murphy Capital Management
New Jersey
$3.66M -$6.28K -109 -0.2%
SFG
1323
SevenBridge Financial Group
Pennsylvania
$3.66M -$533K -9,361 -13%
LJAC
1324
L.J. Altfest & Co
New York
$3.65M +$10.9K +189 +0.3%
RIA
1325
Regal Investment Advisors
Michigan
$3.65M +$338K +5,876 +10%
51 52
53
54 55