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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 %
Koshinski Asset Management
1776
Koshinski Asset Management
Illinois
$1.1M +$43.4K +754 +4%
IIA
1777
IPG Investment Advisors
California
$1.09M +$103K +1,785 +10%
RWA
1778
River Wealth Advisors
Pennsylvania
$1.09M -$106K -1,832 -9%
WIP
1779
Wellesley Investment Partners
Massachusetts
$1.09M -$121K -2,095 -10%
FSCM
1780
Front Street Capital Management
Montana
$1.09M – – –
CIM
1781
Cetera Investment Management
California
$1.09M -$197K -3,423 -15%
AFP
1782
Ausdal Financial Partners
Iowa
$1.09M +$22.4K +389 +2%
EWA
1783
EP Wealth Advisors
California
$1.09M +$127K +2,205 +13%
HIC
1784
Harvey Investment Company
Kentucky
$1.08M – – –
AMIM
1785
Aull & Monroe Investment Management
Alabama
$1.08M -$5.76K -100 -0.5%
SIG
1786
Stanford Investment Group
California
$1.07M +$51.4K +892 +5%
CMANY
1787
Capital Management Associates (New York)
New York
$1.07M -$11.5K -200 -1%
CAIMH
1788
Central Asset Investments & Management Holdings
Hong Kong
$1.07M +$749K +13,000 +236%
GWS
1789
Glassman Wealth Services
Virginia
$1.07M -$32.2K -560 -3%
HFM
1790
Hartford Financial Management
Connecticut
$1.07M +$19.5K +338 +2%
LSC
1791
Lesa Sroufe & Co
Washington
$1.06M -$30.4K -528 -3%
NC
1792
NewSquare Capital
Pennsylvania
$1.06M +$48.8K +848 +5%
NFG
1793
Nadler Financial Group
Illinois
$1.06M +$19.1K +332 +2%
PFC
1794
Phocas Financial Corp
California
$1.06M +$89.2K +1,550 +9%
HK
1795
Horizon Kinetics
New York
$1.06M -$5.76K -100 -0.5%
MCM
1796
Millie Capital Management
California
$1.06M – – –
TCM
1797
Tributary Capital Management
Nebraska
$1.05M – – –
NCM
1798
Neumann Capital Management
California
$1.05M – – –
MA
1799
MCF Advisors
Kentucky
$1.05M -$70.2K -1,219 -6%
Members Trust
1800
Members Trust
Florida
$1.04M +$9.16K +159 +0.9%
70 71
72
73 74