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Microsoft
MSFT

Overview Fund Activity

2,268 hedge funds and large institutions have $321B invested in Microsoft in 2015 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 821 increasing their positions, 1,026 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,268
Holders Change
+181
Holders Change %
+8.67%
% of All Funds
59.56%
Holding in Top 10
911
Holding in Top 10 Change
+230
Holding in Top 10 Change %
+33.77%
% of All Funds
23.92%
New
257
Increased
821
Reduced
1,026
Closed
46
Calls
$5.99B
Puts
$4.34B
Net Calls
+$1.65B
Net Calls Change
+$839M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.43B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$993M
4
Bank of America
Bank of America
North Carolina
+$789M
5
Morgan Stanley
Morgan Stanley
New York
+$518M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.64B
2
Goldman Sachs
Goldman Sachs
New York
-$1.09B
3
VH
ValueAct Holdings
California
-$1.03B
4
Franklin Resources
Franklin Resources
California
-$880M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRQ
1451
Gardner Russo & Quinn
Pennsylvania
$2.74M – – –
AIM
1452
Allen Investment Management
New York
$2.73M -$129K -2,326 -5%
IWM
1453
Integrated Wealth Management
California
$2.73M -$4.49K -81 -0.2%
ACM
1454
Alpha Capital Management
Texas
$2.7M +$56.9K +1,025 +2%
HCA
1455
Horan Capital Advisors
Ohio
$2.7M -$74.6K -1,344 -3%
PC
1456
Permit Capital
Pennsylvania
$2.7M -$943K -17,000 -26%
HA
1457
Harfst & Associates
Wyoming
$2.7M +$262K +4,724 +11%
ARMT
1458
Amica Retiree Medical Trust
Rhode Island
$2.69M – – –
BAM
1459
Bruderman Asset Management
New York
$2.69M -$147K -2,647 -5%
NA
1460
NewEdge Advisors
Louisiana
$2.68M +$245K +4,436 +10%
HB
1461
Homrich & Berg
Georgia
$2.68M +$151K +2,723 +6%
ALA
1462
Atherton Lane Advisers
California
$2.68M +$78.5K +1,415 +3%
AAM
1463
Azzad Asset Management
Virginia
$2.68M -$34.9K -629 -1%
CPA
1464
Capital Planning Advisors
California
$2.66M -$53.4K -963 -2%
MHIM
1465
MacNealy Hoover Investment Management
Ohio
$2.66M -$19.4K -350 -0.7%
BCB
1466
Brian C. Broderick
$2.65M +$141K +2,550 +6%
SBWM
1467
Sunflower Bank Wealth Management
Arizona
$2.65M -$22.2K -400 -0.8%
TF
1468
Trutina Financial
Washington
$2.64M -$1.29M -23,188 -33%
WBG
1469
Wharton Business Group
Pennsylvania
$2.64M +$72.1K +1,300 +3%
DCM
1470
Dialectic Capital Management
Connecticut
$2.64M -$1.87M -33,772 -42%
HSA
1471
HBK Sorce Advisory
Pennsylvania
$2.64M +$14.6K +264 +0.6%
TCM
1472
Telos Capital Management
California
$2.63M -$7.1K -128 -0.3%
GC
1473
Garde Capital
Washington
$2.63M -$1.29M -23,298 -33%
AMG
1474
Advisors Management Group
Wisconsin
$2.61M +$2.61M +47,045 New
LPT
1475
Legacy Private Trust
Wisconsin
$2.6M +$963K +17,360 +59%
57 58
59
60 61