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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 %
AWA
1926
AmeriServ Wealth Advisors
Pennsylvania
$640K +$129K +2,356 +25%
NED
1927
Nancy E. Dempze
$637K +$637K +11,488 New
FNBSF
1928
First National Bank Sioux Falls
South Dakota
$635K – – –
NCM
1929
Northroad Capital Management
New York
$634K -$38.6K -695 -6%
TSWM
1930
Triangle Securities Wealth Management
North Carolina
$632K – – –
ABFS
1931
Appropriate Balance Financial Services
Washington
$632K +$632K +11,404 New
CW
1932
Cobiz Wealth
Colorado
$627K -$17.8K -320 -3%
AWA
1933
ARS Wealth Advisors
Florida
$627K +$28K +505 +5%
BOS
1934
Bank of Stockton
California
$623K -$4.16K -75 -0.7%
CCWA
1935
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$623K +$623K +11,229 New
TWM
1936
Torch Wealth Management
Ohio
$616K +$111 +2 +0%
VAM
1937
Verity Asset Management
North Carolina
$615K -$108K -1,950 -15%
WIP
1938
Wellesley Investment Partners
Massachusetts
$615K +$615K +11,086 New
PAMG
1939
Patton Albertson Miller Group
Tennessee
$612K +$8.93K +161 +1%
SAM
1940
Summit Asset Management
Tennessee
$609K +$610 +11 +0.1%
MPM
1941
Meritage Portfolio Management
Kansas
$608K – – –
KIG
1942
Kovitz Investment Group
Illinois
$606K +$6.44K +116 +1%
PWAG
1943
Polaris Wealth Advisory Group
California
$606K +$606K +10,922 New
EDRIA
1944
Edmonds Duncan Registered Investment Advisors
Kansas
$602K +$602K +10,845 New
MA
1945
MCF Advisors
Kentucky
$598K +$81K +1,460 +16%
AIM
1946
Avity Investment Management
Connecticut
$597K +$283K +5,102 +90%
BCM
1947
Brookstone Capital Management
Illinois
$595K -$60.9K -1,099 -9%
RIM
1948
Regent Investment Management
Kentucky
$594K -$88.9K -1,600 -13%
EC
1949
Eachwin Capital
New York
$592K +$592K +10,673 New
SSA
1950
South Street Advisors
New York
$588K +$165K +2,980 +39%
76 77
78
79 80