MSFT icon

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 %
ANTB
1876
AMG National Trust Bank
Colorado
$784K -$18.2K -316 -2%
WI
1877
Wintrust Investments
Illinois
$783K +$48.7K +845 +7%
AII
1878
AGF Investments Inc
Ontario, Canada
$777K -$230K -4,000 -23%
RHBC
1879
R.H. Bluestein & Co
Michigan
$776K +$341K +5,926 +79%
ABTD
1880
Arvest Bank Trust Division
Oklahoma
$774K +$52.5K +912 +7%
SCA
1881
Stillwater Capital Advisors
Pennsylvania
$773K -$11.3K -196 -1%
TIP
1882
Torray Investment Partners
Maryland
$773K +$14.4K +250 +2%
RBC
1883
Ronald Blue & Co
Georgia
$770K -$33.9K -588 -4%
CPO
1884
Cerity Partners OCIO
New York
$769K -$33K -573 -4%
BHB
1885
Bank Hapoalim BM
Israel
$766K -$31.1K -540 -4%
SIC
1886
Shoker Investment Counsel
Ohio
$764K +$7.59K +132 +1%
IA
1887
Independence Advisors
Pennsylvania
$756K +$456K +7,913 +152%
LGC
1888
Laurel Grove Capital
California
$746K +$66.2K +1,150 +10%
CFA
1889
Cahill Financial Advisors
Minnesota
$743K +$108K +1,873 +17%
GAM
1890
Gould Asset Management
California
$740K -$28.8K -500 -4%
RFA
1891
Reilly Financial Advisors
California
$738K +$103K +1,791 +16%
Kayne Anderson Rudnick Investment Management
1892
Kayne Anderson Rudnick Investment Management
California
$733K – – –
SFM
1893
Signature Financial Management
Virginia
$732K -$34.8K -604 -5%
CWM
1894
Connecticut Wealth Management
Connecticut
$732K +$732K +12,795 New
GA
1895
Geller Advisors
New York
$727K +$215K +3,729 +42%
FC
1896
Financial Consulate
Maryland
$726K +$8.69K +151 +1%
CHP
1897
Cable Hill Partners
Oregon
$723K +$13.6K +235 +2%
PA
1898
Planning Alternatives
Michigan
$717K -$17.3K -300 -2%
BC
1899
Brinker Capital
Pennsylvania
$716K +$26.6K +462 +4%
SKK
1900
Shepherd Kaplan Krochuk
Massachusetts
$715K -$27.2K -472 -4%
74 75
76
77 78