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Microsoft
MSFT

Overview Fund Activity

2,087 hedge funds and large institutions have $256B invested in Microsoft in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 919 increasing their positions, 872 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,087
Holders Change
-8
Holders Change %
-0.38%
% of All Funds
58.33%
Holding in Top 10
681
Holding in Top 10 Change
+96
Holding in Top 10 Change %
+16.41%
% of All Funds
19.03%
New
84
Increased
919
Reduced
872
Closed
74
Calls
$3.68B
Puts
$2.87B
Net Calls
+$810M
Net Calls Change
+$763M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$820M
3
Bank of America
Bank of America
North Carolina
+$756M
4
Goldman Sachs
Goldman Sachs
New York
+$472M
5
Capital World Investors
Capital World Investors
California
+$456M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$901M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$769M
3
Deutsche Bank
Deutsche Bank
Germany
-$559M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$372M
5
State Street
State Street
Massachusetts
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
POA
1601
Pergamon Offshore Advisors
New York
$1.12M – – –
FCFC
1602
First Commonwealth Financial Corp
Pennsylvania
$1.11M +$21.3K +481 +2%
VWM
1603
Vector Wealth Management
Minnesota
$1.11M -$4.4K -81 -0.4%
MS
1604
Marshall & Sullivan
Washington
$1.11M -$3.22K -60 -0.3%
LCM
1605
Liberty Capital Management
Michigan
$1.09M -$218K -4,930 -17%
MIC
1606
Meridian Investment Counsel
California
$1.09M -$70.8K -1,600 -6%
SFT
1607
Simmons First Trust
Arkansas
$1.09M +$124K +2,801 +13%
NERM
1608
New England Research & Management
Illinois
$1.09M -$46.5K -1,050 -4%
IFB
1609
iAB Financial Bank
Indiana
$1.09M -$44.3K -1,000 -4%
MHS
1610
M Holdings Securities
Oregon
$1.09M -$127K -2,860 -10%
GT
1611
Greenleaf Trust
Michigan
$1.08M +$52.3K +1,182 +5%
ITIM
1612
Indiana Trust & Investment Management
Indiana
$1.07M – – –
SCG
1613
Sonata Capital Group
Washington
$1.06M -$85.3K -1,927 -7%
CNFG
1614
Creegan & Nassoura Financial Group
New Hampshire
$1.06M -$7.71K -174 -0.7%
SGH
1615
Schonfeld Group Holdings
New York
$1.06M +$521K +11,771 +97%
DLHL
1616
Donald L. Hagan LLC
Florida
$1.06M +$621K +14,015 +143%
BCM
1617
Bourgeon Capital Management
Connecticut
$1.05M -$5.67K -128 -0.5%
IFS
1618
Ifrah Financial Services
Arkansas
$1.05M -$12K -270 -1%
OCG
1619
Opus Capital Group
Ohio
$1.05M +$138K +3,124 +15%
FHC
1620
First Houston Capital
Texas
$1.04M +$385K +8,700 +59%
IPC
1621
Independent Portfolio Consultants
Florida
$1.03M +$53.6K +1,212 +5%
ARMC
1622
American Research & Management Company
Massachusetts
$1.03M +$89 +2 +0%
HPBT
1623
High Point Bank & Trust
North Carolina
$1.02M – – –
LC
1624
Lourd Capital
California
$1.01M -$84.8K -1,917 -8%
CSS
1625
Cubist Systematic Strategies
Connecticut
$990K -$5.12M -115,764 -84%
63 64
65
66 67