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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$3.26B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.73B
5
LPC
Lone Pine Capital
Connecticut
+$668M

Top Sellers

1
State Street
State Street
Massachusetts
-$739M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$649M
3
Barclays
Barclays
United Kingdom
-$597M
4
Franklin Resources
Franklin Resources
California
-$504M
5
GIM
Generation Investment Management
United Kingdom
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1501
Lincoln Capital
Nebraska
$3.35M -$9.99K -145 -0.3%
TYCC
1502
Texas Yale Capital Corp
Florida
$3.34M +$71.7K +1,040 +2%
B
1503
BancorpSouth
Mississippi
$3.34M +$148K +2,143 +5%
CAL
1504
Capital Analysts LLC
Pennsylvania
$3.34M +$137K +1,989 +4%
ABP
1505
Arthur B. Page
$3.34M -$110K -1,595 -3%
TWA
1506
TCI Wealth Advisors
Arizona
$3.33M +$22.7K +329 +0.7%
SAM
1507
Solaris Asset Management
New York
$3.33M +$297K +4,308 +10%
DIA
1508
Dean Investment Associates
Ohio
$3.33M -$1.47M -21,395 -31%
FAM
1509
Formidable Asset Management
Ohio
$3.32M -$106K -1,540 -3%
FLI
1510
Family Legacy Inc
South Carolina
$3.32M -$159K -2,304 -5%
SFP
1511
Shepherd Financial Partners
Massachusetts
$3.32M -$281K -4,022 -8%
RAM
1512
Roanoke Asset Management
New Jersey
$3.32M -$89.3K -1,295 -3%
AIM
1513
ARGA Investment Management
Connecticut
$3.32M +$1.24M +18,000 +60%
HI
1514
Hendershot Investments
Virginia
$3.32M -$20.7K -300 -0.6%
AIA
1515
AIMZ Investment Advisors
California
$3.32M -$130K -1,892 -4%
BFEC
1516
Benjamin F. Edwards & Company
Missouri
$3.31M -$80K -1,161 -2%
TCM
1517
Telos Capital Management
California
$3.31M -$162K -2,356 -5%
IC
1518
Investment Counsel
Michigan
$3.3M -$234K -3,400 -7%
PP
1519
Paloma Partners
Connecticut
$3.3M -$1.52M -22,021 -32%
PA
1520
Perennial Advisors
New York
$3.29M +$155K +2,253 +5%
BO
1521
BRR OpCo
Ohio
$3.28M -$84.6K -1,227 -3%
HIM
1522
Hutchens Investment Management
New Hampshire
$3.28M -$420K -6,090 -11%
CWM
1523
Concentric Wealth Management
California
$3.28M +$26.3K +382 +0.8%
EWM
1524
Empirical Wealth Management
Washington
$3.28M +$204K +2,958 +7%
WA
1525
Wasatch Advisors
Utah
$3.26M -$779K -11,305 -19%
59 60
61
62 63