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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 %
IC
1551
Intersect Capital
California
$2.1M -$730K -12,681 -26%
OC
1552
Oakworth Capital
Alabama
$2.08M +$28.1K +488 +1%
11A
1553
10-15 Associates
New York
$2.08M -$10.4M -181,283 -83%
FCCM
1554
First City Capital Management
Georgia
$2.07M -$34.4K -598 -2%
BP
1555
Ballentine Partners
Massachusetts
$2.07M -$135K -2,345 -6%
PFS
1556
Physicians Financial Services
North Carolina
$2.04M +$80.7K +1,402 +4%
HA
1557
Hamel Associates
New Jersey
$2.03M – – –
MWP
1558
MYCIO Wealth Partners
Pennsylvania
$2.03M +$117K +2,030 +6%
SSWM
1559
Sheets Smith Wealth Management
North Carolina
$2.03M -$18.9K -328 -0.9%
MFS
1560
Monetta Financial Services
Illinois
$2.02M – – –
HCC
1561
Hirtle Callaghan & Co
Pennsylvania
$2.01M -$19.6K -341 -1%
PWMAG
1562
Pinnacle Wealth Management Advisory Group
New Jersey
$2.01M -$5.76K -100 -0.3%
AL
1563
Aspiriant LLC
California
$2.01M -$364K -6,326 -15%
Twin Tree Management
1564
Twin Tree Management
Texas
$2M -$2.26M -39,237 -53%
FHC
1565
First Houston Capital
Texas
$2M +$812K +14,100 +68%
KFP
1566
Keystone Financial Planning
Ohio
$1.99M -$23.8K -413 -1%
State Farm Mutual Automobile Insurance
1567
State Farm Mutual Automobile Insurance
Illinois
$1.99M – – –
SMG
1568
Spectrum Management Group
Indiana
$1.99M +$181K +3,140 +10%
SOAMC
1569
Spirit of America Management Corp
New York
$1.98M – – –
MBT
1570
Monroe Bank & Trust
Michigan
$1.98M -$219K -3,653 -10%
RT
1571
Rockland Trust
Massachusetts
$1.97M -$81.8K -1,420 -4%
BCM
1572
Boltwood Capital Management
California
$1.97M +$34.6K +600 +2%
BCFS
1573
Butensky & Cohen Financial Security
Florida
$1.97M -$24.5K -425 -1%
ANB
1574
Amarillo National Bank
Texas
$1.96M – – –
CA
1575
Corrado Advisors
New Jersey
$1.95M -$28.8K -500 -1%
61 62
63
64 65