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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 %
FNBOMD
1926
First National Bank of Mount Dora
Florida
$654K +$57.3K +995 +10%
AC
1927
Alexandria Capital
Virginia
$653K +$82.9K +1,438 +15%
NCIM
1928
New Century Investment Management
Michigan
$651K -$726K -12,600 -53%
WOC
1929
West Oak Capital
California
$649K +$130K +2,259 +25%
SWA
1930
SFMG Wealth Advisors
Texas
$649K +$18.5K +321 +3%
SAM
1931
Summit Asset Management
Tennessee
$645K -$16.6K -289 -3%
VAM
1932
Verity Asset Management
North Carolina
$642K +$142K +2,459 +28%
RWA
1933
RGT Wealth Advisors
Texas
$633K +$633K +10,996 New
WCF
1934
West Coast Financial
California
$627K +$351K +6,100 +127%
SG
1935
StoneX Group
New York
$627K +$627K +10,887 New
NVIM
1936
New Vernon Investment Management
Illinois
$625K -$635K -11,017 -50%
BIM
1937
Baldwin Investment Management
Pennsylvania
$625K -$34.6K -600 -5%
PBO
1938
Peoples Bank (Ohio)
Ohio
$622K -$5.76K -100 -0.9%
CM
1939
Churchill Management
California
$622K +$165K +2,864 +36%
ABFS
1940
Appropriate Balance Financial Services
Washington
$621K -$23.5K -408 -4%
WA
1941
Wealth Architects
California
$620K -$90.2K -1,568 -13%
MFWM
1942
Motley Fool Wealth Management
Virginia
$618K +$246K +4,279 +66%
FC
1943
Forte Capital
New York
$617K -$19K -330 -3%
WIC
1944
Wilkins Investment Counsel
Massachusetts
$616K – – –
CW
1945
Cobiz Wealth
Colorado
$615K +$8.3K +144 +1%
HA
1946
Harfst & Associates
Wyoming
$614K -$2.18M -37,924 -78%
LP
1947
LGL Partners
Pennsylvania
$613K -$43.6K -759 -7%
VAS
1948
Valicenti Advisory Services
New York
$609K +$288 +5 +0%
BKA
1949
Brick & Kyle Associates
Pennsylvania
$609K +$4.49K +78 +0.7%
EM
1950
ELCO Management
New York
$609K +$609K +10,580 New
76 77
78
79 80