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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 %
PAM
1751
Premier Asset Management
Illinois
$1.16M – – –
BGA
1752
Belmont Global Advisors
Texas
$1.16M – – –
RWG
1753
Regal Wealth Group
California
$1.15M +$3.57K +62 +0.3%
BOC
1754
Barbara Oil Co
Illinois
$1.15M – – –
CASB
1755
Cape Ann Savings Bank
Massachusetts
$1.15M -$28.2K -490 -2%
SIM
1756
SSI Investment Management
California
$1.15M -$15.3K -267 -1%
SJL
1757
Shayne & Jacobs LLC
Tennessee
$1.14M – – –
DIP
1758
DT Investment Partners
Pennsylvania
$1.14M +$59.7K +1,037 +6%
BSB
1759
Bangor Savings Bank
Maine
$1.14M -$1.96K -34 -0.2%
HWA
1760
Heritage Wealth Advisors
Virginia
$1.14M -$73.7K -1,280 -6%
SWA
1761
Sutton Wealth Advisors
Florida
$1.14M +$5.3K +92 +0.5%
WI
1762
Wedgewood Investors
Pennsylvania
$1.14M – – –
AC
1763
Addison Capital
Pennsylvania
$1.14M -$537K -9,323 -32%
CRC
1764
Curi RMB Capital
Illinois
$1.13M +$555K +9,642 +96%
EWA
1765
Exencial Wealth Advisors
Oklahoma
$1.13M +$40.8K +682 +4%
SFM
1766
Signet Financial Management
New Jersey
$1.13M +$71.8K +1,246 +7%
SLG
1767
Stanley-Laman Group
Pennsylvania
$1.13M -$278K -4,826 -20%
VWM
1768
Vector Wealth Management
Minnesota
$1.13M -$22.1K -383 -2%
MFW
1769
Mosaic Family Wealth
Missouri
$1.13M -$1.21K -21 -0.1%
RCA
1770
Rowland Carmichael Advisors
Arizona
$1.12M -$12.4K -215 -1%
CA
1771
Capital Advantage
California
$1.12M -$68.5K -1,189 -6%
CIA
1772
CSat Investment Advisory
Michigan
$1.12M +$1.12M +19,406 New
IFS
1773
Ifrah Financial Services
Arkansas
$1.11M -$165K -2,860 -13%
CPA
1774
Cowen Prime Advisors
New York
$1.1M +$570K +9,900 +107%
WCBA
1775
Weaver C. Barksdale & Associates
Tennessee
$1.1M -$63.3K -1,099 -5%
69 70
71
72 73