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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
BlackRock
New York
+$29.8B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$896M
3
Citadel Advisors
Citadel Advisors
Florida
+$544M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$534M
5
Capital World Investors
Capital World Investors
California
+$469M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.03B
2
Franklin Resources
Franklin Resources
California
-$984M
3
LPC
Lone Pine Capital
Connecticut
-$945M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$818M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMU
1451
Lombard Odier Asset Management (USA)
New York
$3.49M +$3.49M +53,000 New
DJSG
1452
D.J. St. Germain
Massachusetts
$3.49M +$73.9K +1,122 +2%
TIA
1453
Trust Investment Advisors
Indiana
$3.48M -$329K -5,000 -9%
PA
1454
Parallel Advisors
California
$3.47M +$717K +10,386 +26%
BA
1455
Bennicas & Associates
California
$3.45M -$91.7K -1,392 -3%
SIM
1456
Sterling Investment Management
Arizona
$3.44M +$59.2K +898 +2%
FAM
1457
Formidable Asset Management
Ohio
$3.43M +$133K +1,931 +4%
NJBEST
1458
New Jersey Better Educational Savings Trust
New Jersey
$3.43M -$988K -15,000 -22%
LA
1459
LVW Advisors
New York
$3.42M -$556K -8,441 -14%
SCM
1460
Schnieders Capital Management
California
$3.41M +$57.6K +875 +2%
DSC
1461
Duncker Streett & Co
Missouri
$3.4M +$26K +395 +0.8%
AIA
1462
Allegis Investment Advisors
Idaho
$3.39M +$347K +5,272 +11%
SBWIC
1463
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.39M +$173K +2,623 +5%
LWM
1464
Lyell Wealth Management
California
$3.39M +$532K +8,081 +19%
IC
1465
Investment Counsel
Michigan
$3.38M +$270K +4,100 +9%
WI
1466
WBI Investments
New Jersey
$3.38M +$3.38M +51,300 New
PGA
1467
Portland Global Advisors
Maine
$3.38M -$154K -2,335 -4%
SFP
1468
Shepherd Financial Partners
Massachusetts
$3.37M -$61.3K -936 -2%
AF
1469
AMG Funds
Connecticut
$3.37M -$633K -9,604 -16%
SGA
1470
Strategic Global Advisors
California
$3.37M +$978K +14,849 +41%
Fuller & Thaler Asset Management
1471
Fuller & Thaler Asset Management
California
$3.37M – – –
NFA
1472
Nuveen Fund Advisors
Illinois
$3.35M -$444K -6,748 -12%
FMC
1473
First Merchants Corp
Indiana
$3.35M -$16.5K -250 -0.5%
RCAG
1474
Rehmann Capital Advisory Group
Michigan
$3.34M +$3.82K +58 +0.1%
TIA
1475
Tiemann Investment Advisors
California
$3.34M -$27.8K -422 -0.8%
57 58
59
60 61