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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 %
CSUI
1351
Cincinnati Specialty Underwriters Insurance
Ohio
$3.46M – – –
LA
1352
LVW Advisors
New York
$3.46M +$187K +3,252 +6%
WIA
1353
Westbourne Investment Advisors
Maryland
$3.45M -$359K -6,225 -9%
DDC
1354
DF Dent & Co
Maryland
$3.42M +$13K +225 +0.4%
WC
1355
Whitnell & Co
Illinois
$3.42M -$30.2K -524 -0.9%
LMIM
1356
Lockheed Martin Investment Management
Maryland
$3.4M – – –
CWG
1357
C WorldWide Group
Denmark
$3.38M +$3.38M +58,594 New
OPTFSNA
1358
Old Point Trust & Financial Services N A
Virginia
$3.37M +$72.8K +1,263 +2%
SCM
1359
Stanley Capital Management
Texas
$3.36M – – –
CIM
1360
CIM Investment Management
Pennsylvania
$3.36M -$150K -2,600 -4%
CFMC
1361
Curbstone Financial Management Corp
New Hampshire
$3.35M -$95K -1,650 -3%
PP
1362
Pegasus Partners
Wisconsin
$3.34M +$413K +7,171 +14%
AAA
1363
Adams Asset Advisors
Texas
$3.34M -$100K -1,742 -3%
KJHP
1364
K.J. Harrison & Partners
Ontario, Canada
$3.31M +$196K +3,400 +6%
GCM
1365
Gibraltar Capital Management
Oklahoma
$3.3M -$2.7M -46,950 -45%
NFG
1366
NewFocus Financial Group
Washington
$3.29M +$6.62K +115 +0.2%
BL
1367
BCWM LLC
Kansas
$3.29M -$569K -9,876 -15%
HSA
1368
HBK Sorce Advisory
Pennsylvania
$3.28M +$164K +2,843 +5%
BST
1369
Bath Savings Trust
Maine
$3.27M +$43.2K +750 +1%
SBWIC
1370
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.27M – – –
CFP
1371
Cornerstone Financial Partners
North Carolina
$3.27M -$654K -11,368 -17%
KPF
1372
K2 Principal Fund
Ontario, Canada
$3.26M -$1.83M -31,762 -36%
RGC
1373
Roberts, Glore & Co
Illinois
$3.23M -$18.8K -327 -0.6%
NJBEST
1374
New Jersey Better Educational Savings Trust
New Jersey
$3.23M -$115K -2,000 -3%
HIM
1375
Hutchens Investment Management
New Hampshire
$3.23M – – –
53 54
55
56 57