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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 %
IPC
1726
Independent Portfolio Consultants
Florida
$1.27M -$25K -450 -2%
SFM
1727
Signet Financial Management
New Jersey
$1.25M +$79K +1,425 +7%
WPW
1728
Waldron Private Wealth
Pennsylvania
$1.25M +$95.1K +1,716 +8%
HPBT
1729
High Point Bank & Trust
North Carolina
$1.24M -$39.2K -706 -3%
CC
1730
Cognios Capital
Kansas
$1.24M +$201K +3,618 +19%
FIM
1731
FourPoints Investment Managers
France
$1.23M +$1.23M +22,238 New
ARMC
1732
American Research & Management Company
Massachusetts
$1.23M -$60.9K -1,098 -5%
MCM
1733
Mork Capital Management
California
$1.22M – – –
DR
1734
Davis Rea
Ontario, Canada
$1.22M +$38.6K +695 +3%
CMANY
1735
Capital Management Associates (New York)
New York
$1.22M +$281K +5,075 +30%
ECAM
1736
East Coast Asset Management
Massachusetts
$1.22M -$4.44K -80 -0.4%
MGIA
1737
Moneta Group Investment Advisors
Missouri
$1.21M -$229K -4,130 -16%
PG
1738
Proffitt & Goodson
Tennessee
$1.21M -$311K -5,597 -20%
NB
1739
Nicolet Bankshares
Wisconsin
$1.21M +$1.21M +21,899 New
EML
1740
Eos Management LP
New York
$1.2M – – –
RCM
1741
Reynolds Capital Management
Nevada
$1.2M +$538K +9,700 +82%
ACM
1742
Ashford Capital Management
Delaware
$1.2M +$1.2M +21,600 New
AF
1743
Allworth Financial
California
$1.19M +$5.22K +94 +0.4%
RCM
1744
RNC Capital Management
California
$1.19M +$68.7K +1,237 +6%
MFW
1745
Meristem Family Wealth
Minnesota
$1.18M +$444 +8 +0%
MWM
1746
Merriman Wealth Management
Washington
$1.18M +$185K +3,381 +19%
CAI
1747
Capital Advisors Inc
Oklahoma
$1.18M +$635K +11,454 +117%
SP
1748
Sarasin & Partners
United Kingdom
$1.17M -$58.3K -1,051 -5%
SIC
1749
SFE Investment Counsel
California
$1.17M +$61.6K +1,110 +6%
WI
1750
Wedgewood Investors
Pennsylvania
$1.17M -$27.7K -500 -2%
68 69
70
71 72