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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 %
QCMC
1651
Quantum Capital Management (California)
California
$1.62M -$185K -3,331 -10%
WWM
1652
Willingdon Wealth Management
North Carolina
$1.62M +$61.1K +1,102 +4%
BPCE
1653
Bank Pictet & Cie (Europe)
Germany
$1.62M +$713K +12,860 +79%
OC
1654
Oakworth Capital
Alabama
$1.61M +$464K +8,369 +40%
PIMJS
1655
PKO Investment Management Joint-Stock
Poland
$1.61M – – –
SG
1656
Somerset Group
Minnesota
$1.6M -$12.8K -230 -0.8%
QC
1657
Quadrature Capital
United Kingdom
$1.59M +$1.59M +28,715 New
FCIM
1658
Fairview Capital Investment Management
California
$1.59M +$113K +2,034 +8%
EAM
1659
Evanson Asset Management
California
$1.59M -$31K -558 -2%
AWM
1660
Avior Wealth Management
Nebraska
$1.59M +$64.5K +1,162 +4%
FANJ
1661
Financial Architects (New Jersey)
New Jersey
$1.58M +$95.4K +1,720 +6%
BIM
1662
Barton Investment Management
Pennsylvania
$1.57M -$2.77K -50 -0.2%
BTNA
1663
Bremer Trust National Association
Minnesota
$1.57M +$56.6K +1,020 +4%
CIM
1664
Cetera Investment Management
California
$1.57M +$1.57M +28,194 New
SAMC
1665
Spectrum Asset Management (California)
California
$1.57M -$61K -1,100 -4%
PCMC
1666
Paragon Capital Management (Colorado)
Colorado
$1.56M +$1.22K +22 +0.1%
IAS
1667
INR Advisory Services
Pennsylvania
$1.56M – – –
CA
1668
Cornerstone Advisors
North Carolina
$1.55M +$333K +6,000 +27%
ATC
1669
Adirondack Trust Company
New York
$1.54M -$59.5K -1,080 -4%
WPP
1670
Whalerock Point Partners
Rhode Island
$1.53M +$300K +5,408 +24%
MVA
1671
Mount Vernon Associates
Maryland
$1.53M – – –
IP
1672
Investment Partners
Ohio
$1.52M -$20K -360 -1%
DMC
1673
Drexel Morgan & Co
Pennsylvania
$1.52M +$18.1K +326 +1%
BHBT
1674
Burke & Herbert Bank & Trust
Virginia
$1.51M -$33.3K -600 -2%
IC
1675
Intersect Capital
California
$1.51M +$509K +9,183 +51%
65 66
67
68 69