MSFT icon

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 %
VF
1726
Virtu Financial
New York
$1.25M -$1.42M -24,671 -53%
Lido Advisors
1727
Lido Advisors
California
$1.25M -$58.2K -1,010 -4%
MFIMFI
1728
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.25M -$120K -2,085 -9%
EML
1729
Eos Management LP
New York
$1.25M – – –
CPIG
1730
Chicago Partners Investment Group
Illinois
$1.24M +$732K +12,715 +145%
LC
1731
Lourd Capital
California
$1.24M -$181K -3,140 -13%
VNA
1732
VNBTrust National Association
Virginia
$1.23M -$139K -2,405 -10%
DW
1733
Domani Wealth
Pennsylvania
$1.23M +$259K +4,497 +27%
WPW
1734
Waldron Private Wealth
Pennsylvania
$1.22M -$265K -4,601 -18%
WRM
1735
Westport Resources Management
Connecticut
$1.22M -$2.48M -43,089 -67%
PFBT
1736
Parkside Financial Bank & Trust
Missouri
$1.22M +$1.61K +28 +0.1%
SNBOSD
1737
Security National Bank of So Dak
Iowa
$1.21M +$288 +5 +0%
CAI
1738
Capital Advisors Inc
Oklahoma
$1.21M -$10.4K -181 -0.9%
HIM
1739
Herald Investment Management
United Kingdom
$1.21M – – –
WG
1740
Welch Group
Alabama
$1.21M +$703K +12,209 +139%
IAS
1741
IMA Advisory Services
Colorado
$1.2M -$555K -9,624 -32%
HCM
1742
HM Capital Management
Missouri
$1.19M -$864 -15 -0.1%
RMAM
1743
Raab & Moskowitz Asset Management
New Jersey
$1.19M +$8.75K +152 +0.7%
FIM
1744
FourPoints Investment Managers
France
$1.18M – – –
MS
1745
Marshall & Sullivan
Washington
$1.17M – – –
MIM
1746
Montgomery Investment Management
Maryland
$1.17M – – –
AB
1747
AT Bancorp
Iowa
$1.17M -$134K -2,332 -10%
GIM
1748
Guardian Investment Management
California
$1.17M – – –
PAA
1749
Peregrine Asset Advisers
Oregon
$1.17M +$38.4K +667 +3%
IAMOG
1750
Investors Asset Management of Georgia
Georgia
$1.17M -$2.88K -50 -0.2%
68 69
70
71 72