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Microsoft
MSFT

Overview Fund Activity

2,810 hedge funds and large institutions have $552B invested in Microsoft in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 1,156 increasing their positions, 1,320 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,810
Holders Change
+28
Holders Change %
+1.01%
% of All Funds
64.42%
Holding in Top 10
1,289
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+5.57%
% of All Funds
29.55%
New
104
Increased
1,156
Reduced
1,320
Closed
48
Calls
$5.22B
Puts
$5.75B
Net Calls
-$537M
Net Calls Change
+$1.54B

Top Buyers

1
BlackRock
BlackRock
New York
+$669M
2
UBS Group
UBS Group
Switzerland
+$626M
3
O
OppenheimerFunds
New York
+$625M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$623M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$529M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.68B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$1.1B
3
Franklin Resources
Franklin Resources
California
-$883M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$789M
5
EVM
Eaton Vance Management
Massachusetts
-$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
1351
Orca Investment Management
Oregon
$7.44M +$912K +9,247 +14%
MIS
1352
Morningstar Investment Services
Illinois
$7.43M -$290K -2,944 -4%
BL
1353
BFSG LLC
California
$7.4M +$81.6K +828 +1%
MJP
1354
Michael J. Puzo
$7.4M -$179K -1,815 -2%
BHC
1355
Bowen Hanes & Co
Florida
$7.39M -$34.8K -353 -0.5%
FMC
1356
First Merchants Corp
Indiana
$7.39M +$191K +1,939 +3%
EWM
1357
Empirical Wealth Management
Washington
$7.38M +$1.23M +12,507 +20%
DPIM
1358
Duff & Phelps Investment Management
Illinois
$7.38M -$387K -3,920 -5%
CII
1359
Capital International Inc
California
$7.35M -$562K -5,700 -7%
CAM
1360
Cypress Asset Management
Texas
$7.35M -$593K -6,015 -7%
VNA
1361
Valley National Advisers
Pennsylvania
$7.35M +$298K +3,026 +4%
SFM
1362
Sphera Funds Management
Israel
$7.34M +$748K +7,585 +11%
KOCAA
1363
Knights of Columbus Asset Advisors
Connecticut
$7.34M -$1.74M -17,600 -19%
EAMA
1364
EFG Asset Management (Americas)
Florida
$7.33M +$1.09M +10,907 +17%
RL
1365
Ruffer LLP
United Kingdom
$7.3M -$23.9M -242,236 -77%
WTFG
1366
Wells Trecaso Financial Group
Ohio
$7.24M +$98K +994 +1%
SIM
1367
Sprucegrove Investment Management
Ontario, Canada
$7.22M -$927K -9,400 -11%
DBG
1368
De Burlo Group
Massachusetts
$7.22M +$6.33M +64,200 +714%
MA
1369
Menlo Advisors
California
$7.2M – – –
ISB
1370
Iowa State Bank
Iowa
$7.2M -$327K -3,316 -4%
GCM
1371
Garland Capital Management
Washington
$7.19M -$197K -1,993 -3%
BEAM
1372
Baker Ellis Asset Management
Washington
$7.14M -$216K -2,189 -3%
SIG
1373
Sky Investment Group
Connecticut
$7.13M -$34.5K -350 -0.5%
WC
1374
Westwind Capital
New Mexico
$7.1M +$203K +2,060 +3%
LOAME
1375
Lombard Odier Asset Management (Europe)
United Kingdom
$7.08M +$74.3K +753 +1%
53 54
55
56 57