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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 %
SMG
1526
Spectrum Management Group
Indiana
$3.24M +$336K +4,869 +12%
DBIA
1527
Dumont & Blake Investment Advisors
New Jersey
$3.24M -$12.9K -187 -0.4%
BDF
1528
Balasa Dinverno & Foltz
$3.23M +$280K +4,064 +9%
PWM
1529
Perigon Wealth Management
California
$3.21M -$484K -7,028 -13%
BA
1530
Birinyi Associates
Connecticut
$3.21M +$334K +4,850 +12%
RJA
1531
Robshaw & Julian Associates
New York
$3.2M -$82.7K -1,200 -3%
PHIMC
1532
Private Harbour Investment Management & Counsel
Ohio
$3.2M -$55.2K -800 -2%
AL
1533
Aspiriant LLC
California
$3.2M +$583K +8,458 +22%
BRF
1534
B. Riley Financial
California
$3.2M +$692K +10,044 +28%
BO
1535
Bank OZK
Arkansas
$3.19M +$75K +1,088 +2%
IP
1536
Intellectus Partners
California
$3.18M +$130K +1,892 +4%
HIC
1537
Hartline Investment Corp
Illinois
$3.17M +$502K +7,278 +19%
OC
1538
Oarsman Capital
Wisconsin
$3.16M -$64.4K -934 -2%
ATC
1539
Argent Trust Co
Tennessee
$3.15M -$221K -3,209 -7%
VNA
1540
Valley National Advisers
Pennsylvania
$3.15M +$2.6M +37,761 +476%
WBG
1541
Wharton Business Group
Pennsylvania
$3.15M +$12.1K +175 +0.4%
TP
1542
Truvvo Partners
New York
$3.15M – – –
AMG
1543
Advisors Management Group
Wisconsin
$3.14M -$34.4K -499 -1%
BSWMG
1544
Barrington Strategic Wealth Management Group
Illinois
$3.13M -$61.8K -896 -2%
WA
1545
WBH Advisory
Maryland
$3.12M -$111K -1,612 -3%
RB
1546
Rodgers Brothers
Pennsylvania
$3.12M -$17.2K -250 -0.5%
MSAM
1547
Moloney Securities Asset Management
Missouri
$3.12M +$300K +4,348 +11%
CSS
1548
Cubist Systematic Strategies
Connecticut
$3.11M -$3.1M -44,928 -50%
ARMT
1549
Amica Retiree Medical Trust
Rhode Island
$3.11M – – –
PFSC
1550
Peoples Financial Services Corp
Pennsylvania
$3.11M +$41.4K +600 +1%
60 61
62
63 64