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Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCI
1876
Zevenbergen Capital Investments
Washington
$1.17M +$220K +3,535 +23%
JGIA
1877
Jackson Grant Investment Advisers
Connecticut
$1.17M +$227K +3,660 +24%
EWA
1878
Exencial Wealth Advisors
Oklahoma
$1.16M -$11.4K -184 -1%
GWS
1879
Glassman Wealth Services
Virginia
$1.16M +$14.2K +229 +1%
CPO
1880
Cerity Partners OCIO
New York
$1.16M +$331K +5,325 +40%
AMIM
1881
Aull & Monroe Investment Management
Alabama
$1.16M -$6.21K -100 -0.5%
EFSCE
1882
Enterprise Financial Services Corp (EFSC)
Missouri
$1.15M +$89K +1,432 +8%
RCA
1883
Rowland Carmichael Advisors
Arizona
$1.15M -$65.6K -1,055 -5%
DW
1884
Domani Wealth
Pennsylvania
$1.14M -$178K -2,867 -13%
CMANY
1885
Capital Management Associates (New York)
New York
$1.14M -$12.4K -200 -1%
HK
1886
Horizon Kinetics
New York
$1.14M +$3.11K +50 +0.3%
SIG
1887
Stanford Investment Group
California
$1.14M -$17.4K -280 -2%
IFS
1888
Ifrah Financial Services
Arkansas
$1.14M -$52.7K -848 -4%
JCM
1889
Jacobi Capital Management
Pennsylvania
$1.14M -$428K -6,777 -27%
RW
1890
REDW Wealth
New Mexico
$1.14M +$1.14M +18,260 New
NCM
1891
Neumann Capital Management
California
$1.13M – – –
PAG
1892
Pinnacle Advisory Group
Maryland
$1.13M -$2.05K -33 -0.2%
BP
1893
BBR Partners
New York
$1.13M -$641K -10,314 -36%
MA
1894
MCF Advisors
Kentucky
$1.13M +$249 +4 +0%
CF
1895
CenterStar Fund
Illinois
$1.13M -$594K – –
VFM
1896
Viking Fund Management
North Dakota
$1.12M +$1.12M +18,000 New
NC
1897
NewSquare Capital
Pennsylvania
$1.12M -$28.4K -457 -2%
LSC
1898
Lesa Sroufe & Co
Washington
$1.12M -$30.9K -498 -3%
PAS
1899
Partnervest Advisory Services
California
$1.11M +$16.3K +262 +1%
HIC
1900
Harvey Investment Company
Kentucky
$1.11M -$62.1K -1,000 -5%
74 75
76
77 78