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Microsoft
MSFT

Overview Fund Activity

2,087 hedge funds and large institutions have $256B invested in Microsoft in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 919 increasing their positions, 872 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,087
Holders Change
-8
Holders Change %
-0.38%
% of All Funds
58.33%
Holding in Top 10
681
Holding in Top 10 Change
+96
Holding in Top 10 Change %
+16.41%
% of All Funds
19.03%
New
84
Increased
919
Reduced
872
Closed
74
Calls
$3.68B
Puts
$2.87B
Net Calls
+$810M
Net Calls Change
+$763M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$820M
3
Bank of America
Bank of America
North Carolina
+$756M
4
Goldman Sachs
Goldman Sachs
New York
+$472M
5
Capital World Investors
Capital World Investors
California
+$456M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$901M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$769M
3
Deutsche Bank
Deutsche Bank
Germany
-$559M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$372M
5
State Street
State Street
Massachusetts
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1926
Doheny Asset Management
California
$311K – – –
FIM
1927
Fernwood Investment Management
Massachusetts
$310K – – –
SHJ
1928
Sharkey, Howes & Javer
Colorado
$309K +$174 +4 +0.1%
PAS
1929
Professional Advisory Services
Florida
$307K – – –
VIA
1930
Vantage Investment Advisors
Pennsylvania
$305K -$1.24K -28 -0.4%
RIG
1931
Renaissance Investment Group
Massachusetts
$305K – – –
HW
1932
Hancock Whitney
Mississippi
$304K -$2.95M -66,655 -91%
NA
1933
Nottingham Advisors
New York
$304K +$13.4K +302 +5%
CCA
1934
Conestoga Capital Advisors
Pennsylvania
$303K – – –
PG
1935
PEAK6 Group
Illinois
$303K +$303K +6,841 New
RC
1936
RBF Capital
California
$299K – – –
HI
1937
Hudock Inc
Pennsylvania
$297K +$1.33K +30 +0.4%
BCM
1938
Brown Capital Management
Maryland
$296K -$8.86K -200 -3%
AW
1939
Alpha Windward
Massachusetts
$295K -$4.02K -91 -1%
SFS
1940
Summit Financial Strategies
Ohio
$294K – – –
I2I
1941
Insight 2811 Inc
Illinois
$294K +$24.9K +563 +9%
GJCM
1942
Grand Jean Capital Management
California
$293K +$12.2K +275 +4%
WCM
1943
Windsor Capital Management
Arizona
$291K -$7.56K -171 -3%
HFS
1944
Haverford Financial Services
Pennsylvania
$290K -$752 -17 -0.3%
PCM
1945
Palisade Capital Management
New Jersey
$288K -$41.9K -946 -13%
IG
1946
Ithaka Group
Virginia
$288K – – –
LSA
1947
L & S Advisors
California
$284K -$14K -316 -5%
CB
1948
Cooke & Bieler
Pennsylvania
$283K -$9.55K -216 -3%
LCP
1949
Legacy Capital Partners
Wisconsin
$283K +$4.44K +100 +2%
AL
1950
Aspiriant LLC
California
$282K -$455K -10,259 -62%
76 77
78
79 80