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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 %
EWM
1626
Endurance Wealth Management
Rhode Island
$1.7M -$35.3K -637 -2%
VCM
1627
Versant Capital Management
Arizona
$1.69M +$1.69M +30,523 New
EHWM
1628
Eads & Heald Wealth Management
Georgia
$1.68M -$61.6K -1,110 -4%
Cetera Investment Advisers
1629
Cetera Investment Advisers
Illinois
$1.68M +$1.68M +30,308 New
JFA
1630
JNBA Financial Advisors
Minnesota
$1.67M -$27.4K -493 -2%
1GA
1631
1st Global Advisors
Texas
$1.67M +$45.8K +826 +3%
UFG
1632
United Fire Group
Iowa
$1.66M – – –
JC
1633
JBF Capital
Colorado
$1.66M +$1.66M +30,000 New
MG
1634
Markel Group
Virginia
$1.66M +$1.66M +30,000 New
BA
1635
Birinyi Associates
Connecticut
$1.66M -$829K -14,936 -33%
IAA
1636
Ironsides Asset Advisors
North Carolina
$1.66M -$317K -5,721 -16%
MC
1637
Maverick Capital
Texas
$1.66M -$202K -3,650 -11%
MWP
1638
MYCIO Wealth Partners
Pennsylvania
$1.65M -$43.3K -780 -3%
FAM
1639
Formidable Asset Management
Ohio
$1.65M +$15.6K +288 +1%
GS
1640
GAM Systematic
United Kingdom
$1.65M -$662K -11,925 -29%
LI
1641
Longer Investments
Arkansas
$1.64M -$475K -8,560 -22%
IA
1642
Icon Advisers
Colorado
$1.64M – – –
FHC
1643
First Heartland Consultants
Missouri
$1.64M -$3.55K -64 -0.2%
SFWA
1644
Summit Financial Wealth Advisors
Louisiana
$1.64M +$1.14M +20,494 +228%
KS
1645
Karpas Strategies
Connecticut
$1.64M +$1.78K +32 +0.1%
VIA
1646
Vident Investment Advisory
Georgia
$1.64M +$1.5M +26,992 +1,087%
WCM
1647
Wunderlich Capital Managemnt
Tennessee
$1.63M +$3.94K +71 +0.2%
HH
1648
Hilltop Holdings
Texas
$1.63M -$24.6K -444 -1%
CFP
1649
Cornerstone Financial Partners
North Carolina
$1.63M +$1.63M +29,400 New
CK
1650
Carnick & Kubik
Colorado
$1.63M +$105K +1,900 +7%
64 65
66
67 68