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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 %
FP
1501
Foundry Partners
Minnesota
$2.43M -$535K -9,296 -18%
MBT
1502
Montecito Bank & Trust
California
$2.43M +$73.6K +1,278 +3%
SWM
1503
Segment Wealth Management
Texas
$2.43M +$38.2K +663 +2%
TW
1504
Transform Wealth
Colorado
$2.43M +$2.48K +43 +0.1%
PRHC
1505
P.R. Herzig & Co
New York
$2.41M -$127K -2,200 -5%
CCI
1506
Credit Capital Investments
New Jersey
$2.39M +$2.06M +35,848 +629%
LCM
1507
Leisure Capital Management
California
$2.39M -$19.3K -335 -0.8%
MCM
1508
Marathon Capital Management
Maryland
$2.38M -$4.26K -74 -0.2%
CBTWT
1509
Community Bank & Trust (Waco, Texas)
Texas
$2.35M -$37.3K -650 -2%
PIM
1510
Profit Investment Management
Maryland
$2.35M -$1.67M -28,952 -41%
TF
1511
Trutina Financial
Washington
$2.35M -$311K -5,402 -12%
FANJ
1512
Financial Architects (New Jersey)
New Jersey
$2.34M -$68.6K -1,191 -3%
HCM
1513
Hengehold Capital Management
Ohio
$2.33M +$72K +1,251 +3%
AI
1514
ArchPoint Investors
Florida
$2.32M – – –
SFSIG
1515
San Francisco Sentry Investment Group
California
$2.32M -$118K -2,055 -5%
WA
1516
WealthTrust Axiom
Pennsylvania
$2.31M -$25.2K -438 -1%
HIC
1517
Hartline Investment Corp
Illinois
$2.3M -$4.15K -72 -0.2%
SFA
1518
Sequoia Financial Advisors
Ohio
$2.3M -$22.7K -395 -1%
CC
1519
Cadinha & Co
Hawaii
$2.29M +$11.3K +196 +0.5%
LPC
1520
Loeb Partners Corp
New York
$2.28M – – –
PHS
1521
Pekin Hardy Strauss
Illinois
$2.28M +$111K +1,919 +5%
PA
1522
Probity Advisors
Texas
$2.27M -$43K -746 -2%
APTFM
1523
AGUR Provident & Training Funds Management
Israel
$2.27M +$2.27M +36,386 New
SSI
1524
Scott & Selber Inc
Texas
$2.27M +$2.27M +39,384 New
BDF
1525
Balasa Dinverno & Foltz
$2.25M +$41.9K +728 +2%
59 60
61
62 63