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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 %
WAS
1801
Winch Advisory Services
Wisconsin
$1.04M +$593K +10,288 +132%
EM
1802
Emancipation Management
New York
$1.04M -$576K -10,000 -36%
TNAM
1803
Terra Nova Asset Management
New York
$1.04M -$97.6K -1,693 -9%
PAG
1804
Pinnacle Advisory Group
Maryland
$1.04M +$331K +5,806 +47%
OAM
1805
Occidental Asset Management
California
$1.03M – – –
BI
1806
Boulegeris Investments
Georgia
$1.02M +$473K +8,210 +86%
PH
1807
Pinnacle Holdings
Oklahoma
$1.01M -$6.8K -118 -0.7%
PAS
1808
Partnervest Advisory Services
California
$1.01M +$49.5K +860 +5%
SLA
1809
Silver Lake Advisory
Utah
$1.01M +$5.87K +102 +0.6%
GBT
1810
Grove Bank & Trust
Florida
$999K +$39.2K +681 +4%
MSFP
1811
Mark Sheptoff Financial Planning
Connecticut
$995K +$57.6K +1,000 +6%
KWMG
1812
King Wealth Management Group
Florida
$989K +$58.8K +1,021 +6%
EFSCE
1813
Enterprise Financial Services Corp (EFSC)
Missouri
$987K +$3.97K +69 +0.4%
SIC
1814
SFE Investment Counsel
California
$985K – – –
ARTA
1815
A.R.T. Advisors
New York
$979K -$1.89M -32,779 -66%
PHAM
1816
Palisades Hudson Asset Management
Florida
$979K +$99.6K +1,729 +11%
CWM
1817
Cornerstone Wealth Management
Missouri
$979K +$979K +17,094 New
IIC
1818
Integrated Investment Consultants
Michigan
$976K -$3.07K -54 -0.3%
ZCA
1819
Zeke Capital Advisors
Pennsylvania
$975K +$975K +15,978 New
SIC
1820
Schwartz Investment Counsel
Michigan
$971K – – –
TPWA
1821
TRUE Private Wealth Advisors
Oregon
$970K -$44.2K -777 -4%
VOYA Investment Management
1822
VOYA Investment Management
Georgia
$965K +$162K +2,806,798 +20%
HI
1823
Horizon Investments
North Carolina
$961K +$576K +10,004 +150%
RCG
1824
Ruane, Cunniff & Goldfarb
New York
$955K -$1.02M -17,703 -52%
EA
1825
Emerald Advisers
Pennsylvania
$953K +$230 +4 +0%
71 72
73
74 75