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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 %
OIA
1526
Optimum Investment Advisors
Illinois
$2.25M +$5.07K +88 +0.2%
PWAP
1527
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.25M -$9.79K -170 -0.4%
CCM
1528
CWH Capital Management
Washington
$2.25M +$864 +15 +0%
EDRS
1529
Edmond de Rothschild (Suisse)
Switzerland
$2.24M -$178K -3,085 -7%
TCOO
1530
Trust Company of Oklahoma
Oklahoma
$2.24M +$90.8K +1,577 +4%
BSW
1531
Buckingham Strategic Wealth
Missouri
$2.23M -$246K -4,264 -10%
SAM
1532
Selway Asset Management
$2.21M +$57.6K +1,000 +3%
WFG
1533
Wills Financial Group
Virginia
$2.21M -$110K -1,911 -5%
LSCM
1534
LaSalle Street Capital Management
Illinois
$2.2M – – –
IAA
1535
Ironsides Asset Advisors
North Carolina
$2.2M +$124K +2,149 +6%
TSWM
1536
Triangle Securities Wealth Management
North Carolina
$2.2M -$1.15K -20 -0.1%
WPP
1537
Whalerock Point Partners
Rhode Island
$2.2M +$2.2M +38,205 New
PMG
1538
ProVise Management Group
Florida
$2.19M +$248K +4,297 +13%
CAM
1539
CG Asset Management
New York
$2.19M -$288K -5,000 -12%
CYG
1540
Clean Yield Group
Vermont
$2.18M +$6.34K +110 +0.3%
KC
1541
Kingfisher Capital
North Carolina
$2.17M -$90.5K -1,572 -4%
UONDDL
1542
University of Notre Dame du Lac
Indiana
$2.15M -$2.28M -39,548 -51%
VKH
1543
Virtu KCG Holdings
New York
$2.14M -$1.28M -22,213 -37%
QSS
1544
Quantitative Systematic Strategies
Florida
$2.14M +$2.14M +37,316 New
CD
1545
Carl Domino
Florida
$2.13M -$341K -5,944 -14%
CGL
1546
Clarius Group LLC
Washington
$2.12M -$34K -590 -2%
SHCM
1547
Stokes & Hubbell Capital Management
Louisiana
$2.12M +$2.19K +38 +0.1%
BRF
1548
B. Riley Financial
California
$2.11M – – –
AIM
1549
Acropolis Investment Management
Missouri
$2.11M -$13.4K -232 -0.6%
SGAM
1550
Steinberg Global Asset Management
Florida
$2.1M -$72.6K -1,261 -3%
60 61
62
63 64