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Microsoft
MSFT

Overview Fund Activity

2,268 hedge funds and large institutions have $321B invested in Microsoft in 2015 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 821 increasing their positions, 1,026 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,268
Holders Change
+181
Holders Change %
+8.67%
% of All Funds
59.56%
Holding in Top 10
911
Holding in Top 10 Change
+230
Holding in Top 10 Change %
+33.77%
% of All Funds
23.92%
New
257
Increased
821
Reduced
1,026
Closed
46
Calls
$5.99B
Puts
$4.34B
Net Calls
+$1.65B
Net Calls Change
+$839M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.43B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$993M
4
Bank of America
Bank of America
North Carolina
+$789M
5
Morgan Stanley
Morgan Stanley
New York
+$518M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.64B
2
Goldman Sachs
Goldman Sachs
New York
-$1.09B
3
VH
ValueAct Holdings
California
-$1.03B
4
Franklin Resources
Franklin Resources
California
-$880M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
IH
1826
IFC Holdings
Florida
$906K +$17.2K +310 +2%
EA
1827
Emerald Advisers
Pennsylvania
$903K +$276K +4,969 +44%
HI
1828
Horizon Investments
North Carolina
$901K +$901K +16,236 New
EFSCE
1829
Enterprise Financial Services Corp (EFSC)
Missouri
$897K -$234K -4,219 -21%
MC
1830
Mathes Company
New York
$896K -$69.6K -1,255 -7%
MFW
1831
Mosaic Family Wealth
Missouri
$895K +$895K +16,142 New
BCMIO
1832
Beacon Capital Management Inc (Ohio)
Ohio
$890K -$21.1K -380 -2%
DM
1833
Diker Management
New York
$879K – – –
PFC
1834
Phocas Financial Corp
California
$879K +$205K +3,695 +30%
BIM
1835
Beach Investment Management
Pennsylvania
$876K +$366K +6,600 +72%
KWMG
1836
King Wealth Management Group
Florida
$871K +$295K +5,309 +51%
PAS
1837
Partnervest Advisory Services
California
$870K +$45.7K +823 +6%
LMAM
1838
Legg Mason Asset Management
Japan
$866K +$866K +15,600 New
BBNB
1839
Baker Boyer National Bank
Washington
$864K -$7.71K -139 -0.9%
PHAM
1840
Palisades Hudson Asset Management
Florida
$864K +$31.6K +570 +4%
SRSA
1841
S.R. Schill & Associates
Washington
$861K -$8.71K -157 -1%
BFIC
1842
Bedell Frazier Investment Counselling
California
$855K +$21.4K +386 +3%
SAM
1843
SignalPoint Asset Management
Missouri
$844K +$17K +306 +2%
BCP
1844
Berkeley Capital Partners
Georgia
$844K +$844K +15,208 New
PCM
1845
Perkins Capital Management
Minnesota
$840K +$365K +6,575 +77%
AB
1846
Atlas Brown
Kentucky
$837K -$47K -918 -5%
OAM
1847
Occidental Asset Management
California
$837K +$46.4K +836 +6%
SMC
1848
Smith, Moore & Co
Missouri
$834K +$109K +1,958 +15%
SIG
1849
Stanford Investment Group
California
$831K +$8.38K +151 +1%
TA
1850
TMD & Associates
Arizona
$831K +$831K +14,986 New
72 73
74
75 76