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Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
1776
Clear Harbor Asset Management
Connecticut
$3.11M +$27.6K +302 +0.9%
LCM
1777
Lee Capital Management
New York
$3.1M +$183K +2,000 +6%
PRHC
1778
P.R. Herzig & Co
New York
$3.09M -$242K -2,650 -7%
AAS
1779
Annex Advisory Services
Wisconsin
$3.09M +$410K +4,491 +15%
CAW
1780
Cornerstone Advisors (Washington)
Washington
$3.09M -$495K -5,421 -14%
MSU
1781
Mizuho Securities USA
New York
$3.09M +$1.4M +15,299 +83%
JFA
1782
Johanson Financial Advisors
California
$3.07M +$548 +6 +0%
MCM
1783
Marathon Capital Management
Maryland
$3.07M -$69.5K -761 -2%
HCC
1784
Hirtle Callaghan & Co
Pennsylvania
$3.06M – – –
PFC
1785
Poplar Forest Capital
California
$3.05M +$2.56K +28 +0.1%
NB
1786
Northwest Bancshares
Pennsylvania
$3.05M -$25.9K -284 -0.8%
KFP
1787
Keystone Financial Planning
Ohio
$3.04M +$51.3K +562 +2%
BBCM
1788
Boardman Bay Capital Management
New York
$3.03M +$3.03M +33,216 New
MFG
1789
Monte Financial Group
Connecticut
$3.03M -$433K -4,747 -13%
QT
1790
Quantbot Technologies
New York
$3.03M +$3.03M +33,215 New
NJBEST
1791
New Jersey Better Educational Savings Trust
New Jersey
$3.01M -$639K -7,000 -18%
CHA
1792
Carmichael Hill & Associates
Maryland
$3.01M -$5.2K -57 -0.2%
SFA
1793
Stewardship Financial Advisors
Georgia
$3.01M -$84.2K -923 -3%
KWMG
1794
King Wealth Management Group
Florida
$3M +$148K +1,623 +5%
PO
1795
Private Ocean
California
$2.98M +$2.19M +24,049 +278%
CCM
1796
Cribstone Capital Management
Maine
$2.98M -$4.93K -54 -0.2%
APTFM
1797
AGUR Provident & Training Funds Management
Israel
$2.98M -$306K -3,667 -9%
BFC
1798
Bedel Financial Consulting
Indiana
$2.98M -$8.03K -88 -0.3%
AAM
1799
Ascension Asset Management
New York
$2.98M -$9.13K -100 -0.3%
MCWS
1800
McKinley Carter Wealth Services
West Virginia
$2.96M +$1.64M +17,988 +124%
70 71
72
73 74