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Microsoft
MSFT

Overview Fund Activity

2,095 hedge funds and large institutions have $255B invested in Microsoft in 2015 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 756 increasing their positions, 1,048 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,095
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
56.5%
Holding in Top 10
585
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+7.54%
% of All Funds
15.78%
New
89
Increased
756
Reduced
1,048
Closed
68
Calls
$2.95B
Puts
$2.9B
Net Calls
+$46.9M
Net Calls Change
+$233M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.64B
2
LPC
Lone Pine Capital
Connecticut
+$535M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$360M
4
EPCM
Eton Park Capital Management
New York
+$312M
5
Renaissance Technologies
Renaissance Technologies
New York
+$306M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$758M
3
BIT
BlackRock Institutional Trust
California
-$474M
4
Goldman Sachs
Goldman Sachs
New York
-$347M
5
BA
BlackRock Advisors
Delaware
-$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
1701
Parasol Investment Management
Illinois
$754K -$121K -2,735 -14%
PAM
1702
Premier Asset Management
Illinois
$750K +$52.5K +1,190 +8%
NC
1703
NewSquare Capital
Pennsylvania
$746K -$18.5K -419 -2%
DM
1704
Diker Management
New York
$744K -$17.7K -400 -2%
BCMIO
1705
Beacon Capital Management Inc (Ohio)
Ohio
$742K -$31.6K -715 -4%
WPW
1706
Waldron Private Wealth
Pennsylvania
$740K +$213K +4,941 +40%
Manulife (Manufacturers Life Insurance)
1707
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$739K -$156K -3,536,117 -17%
MIP
1708
Marietta Investment Partners
Wisconsin
$738K – – –
PMG
1709
ProVise Management Group
Florida
$737K +$71.2K +1,613 +11%
BCM
1710
BlueCrest Capital Management
Jersey
$735K +$735K +16,646 New
AL
1711
Aspiriant LLC
California
$734K -$202K -4,566 -22%
LGC
1712
Laurel Grove Capital
California
$733K -$26.5K -600 -3%
MCWS
1713
McKinley Carter Wealth Services
West Virginia
$731K +$264K +5,987 +57%
NFG
1714
Nadler Financial Group
Illinois
$727K -$25.1K -568 -3%
BFPW
1715
BOK Financial Private Wealth
Colorado
$726K -$201K -4,549 -22%
JPTCCM
1716
J.P. Turner & Co Capital Management
Georgia
$726K -$97.8K -2,208 -12%
RWA
1717
River Wealth Advisors
Pennsylvania
$726K -$4.86K -110 -0.7%
SRSA
1718
S.R. Schill & Associates
Washington
$723K -$3.44K -78 -0.5%
FA
1719
FCG Advisors
New Jersey
$720K -$396K -8,964 -35%
CP
1720
Camelot Portfolios
Ohio
$717K -$26.3K -595 -4%
IH
1721
IFC Holdings
Florida
$717K +$51.4K +1,134 +8%
CL
1722
CSS LLC
Illinois
$713K – – –
MWM
1723
Mission Wealth Management
California
$712K +$712K +17,513 New
DW
1724
Domani Wealth
Pennsylvania
$703K +$675K +15,275 +2,394%
PHAM
1725
Palisades Hudson Asset Management
Florida
$676K +$15.6K +354 +2%
67 68
69
70 71