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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 %
BW
1651
Bison Wealth
Georgia
$1.57M -$1.14M -19,781 -42%
ATIA
1652
American Trust Investment Advisors
New Hampshire
$1.56M +$233K +4,050 +18%
DLHL
1653
Donald L. Hagan LLC
Florida
$1.56M +$64.9K +1,127 +4%
SMC
1654
S. Muoio & Co
New York
$1.56M -$173K -3,000 -10%
CCA
1655
Catalyst Capital Advisors
New York
$1.56M +$634K +11,000 +69%
SNBOSCI
1656
Security National Bank of Sioux City Iowa
Iowa
$1.55M -$12.4K -216 -0.8%
BFPW
1657
BOK Financial Private Wealth
Colorado
$1.55M -$25.9K -449 -2%
LCM
1658
Liberty Capital Management
Michigan
$1.54M -$11.5K -200 -0.7%
ICOM
1659
Investment Counselors of Maryland
Maryland
$1.54M -$30.2K -525 -2%
HH
1660
Hilltop Holdings
Texas
$1.53M -$85.4K -1,483 -5%
MVA
1661
Mount Vernon Associates
Maryland
$1.53M – – –
GS
1662
GAM Systematic
United Kingdom
$1.52M +$31K +539 +2%
MC
1663
Miles Capital
Iowa
$1.51M +$353K +6,128 +30%
SFWA
1664
Summit Financial Wealth Advisors
Louisiana
$1.5M -$174K -3,012 -10%
ACM
1665
Ashford Capital Management
Delaware
$1.49M – – –
DWM
1666
Darwin Wealth Management
Florida
$1.49M +$220K +3,828 +17%
NCM
1667
Northside Capital Management
Oregon
$1.48M – – –
SRCM
1668
Swift Run Capital Management
Virginia
$1.48M – – –
QCMC
1669
Quantum Capital Management (California)
California
$1.48M -$51K -886 -3%
HFBOT
1670
Home Federal Bank of Tennessee
Tennessee
$1.46M +$16.7K +290 +1%
CAM
1671
Cacti Asset Management
Georgia
$1.46M +$605K +10,500 +71%
KA
1672
Kovack Advisors
Florida
$1.45M +$240K +4,160 +20%
PRCM
1673
Pine River Capital Management
Minnesota
$1.45M – – –
CAS
1674
Cue Advisory Services
Arizona
$1.44M -$3.63K -63 -0.3%
EAM
1675
Evanson Asset Management
California
$1.44M -$3.17K -55 -0.2%
65 66
67
68 69