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Microsoft
MSFT

Overview Fund Activity

2,268 hedge funds and large institutions have $321B invested in Microsoft in 2015 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 821 increasing their positions, 1,026 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,268
Holders Change
+181
Holders Change %
+8.67%
% of All Funds
59.56%
Holding in Top 10
911
Holding in Top 10 Change
+230
Holding in Top 10 Change %
+33.77%
% of All Funds
23.92%
New
257
Increased
821
Reduced
1,026
Closed
46
Calls
$5.99B
Puts
$4.34B
Net Calls
+$1.65B
Net Calls Change
+$839M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.43B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$993M
4
Bank of America
Bank of America
North Carolina
+$789M
5
Morgan Stanley
Morgan Stanley
New York
+$518M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.64B
2
Goldman Sachs
Goldman Sachs
New York
-$1.09B
3
VH
ValueAct Holdings
California
-$1.03B
4
Franklin Resources
Franklin Resources
California
-$880M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
UONDDL
1551
University of Notre Dame du Lac
Indiana
$2.15M +$2.15M +38,748 New
VHAM
1552
Van Hulzen Asset Management
California
$2.14M -$3.11M -56,149 -59%
CPS
1553
Counsel Portfolio Services
Ontario, Canada
$2.14M +$361K +6,500 +20%
PWM
1554
Perigon Wealth Management
California
$2.13M +$1.22M +22,027 +135%
LSCM
1555
LaSalle Street Capital Management
Illinois
$2.12M – – –
PP
1556
Pegasus Partners
Wisconsin
$2.12M -$11.4K -205 -0.5%
GLI
1557
Guardian Life Insurance
New York
$2.1M -$492K -8,860 -19%
FCCM
1558
First City Capital Management
Georgia
$2.1M +$832 +15 +0%
BGDI
1559
BW Gestao de Investimentos
Brazil
$2.1M – – –
BRF
1560
B. Riley Financial
California
$2.09M +$2.09M +37,611 New
LH
1561
Lebenthal Holdings
New York
$2.09M -$877K -15,808 -30%
FM
1562
Forward Management
California
$2.09M -$317K -5,721 -13%
ACM
1563
Argentus Capital Management
Texas
$2.08M -$5.86M -105,586 -74%
SSWM
1564
Sheets Smith Wealth Management
North Carolina
$2.08M +$70.7K +1,274 +4%
SIM
1565
Sonora Investment Management
Arizona
$2.07M +$442K +7,965 +27%
CG
1566
Caprock Group
Idaho
$2.05M +$279K +5,036 +16%
WFG
1567
Wills Financial Group
Virginia
$2.04M +$85.3K +1,538 +4%
ICOM
1568
Investment Counselors of Maryland
Maryland
$2.03M -$176K -3,179 -8%
EGA
1569
Eagle Global Advisors
Texas
$2.03M -$11.1K -200 -0.5%
BCFS
1570
Butensky & Cohen Financial Security
Florida
$2.03M -$194K -3,503 -9%
CYG
1571
Clean Yield Group
Vermont
$2.02M -$16.6K -319 -0.8%
AIM
1572
Acropolis Investment Management
Missouri
$2.01M +$36.9K +666 +2%
SFA
1573
Sequoia Financial Advisors
Ohio
$2M -$16.6K -300 -0.8%
JIC
1574
Joel Isaacson & Co
New York
$1.99M +$3.27K +59 +0.2%
ANB
1575
Amarillo National Bank
Texas
$1.99M -$1.02M -18,460 -34%
61 62
63
64 65