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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 %
TSS
1926
Two Sigma Securities
New York
$1.01M +$408K +6,569 +68%
CFP
1927
Cornerstone Financial Partners
North Carolina
$1.01M -$2.5M -40,468 -71%
PP
1928
PagnatoKarp Partners
Virginia
$1M +$1M +16,092 New
Kovitz Investment Group Partners
1929
Kovitz Investment Group Partners
Illinois
$998K +$28.7K +462 +3%
WA
1930
WealthTrust-Arizona
Arizona
$996K +$20.3K +327 +2%
WAS
1931
Winch Advisory Services
Wisconsin
$993K -$132K -2,129 -12%
HI
1932
Horizon Investments
North Carolina
$990K -$47K -757 -5%
BBNB
1933
Baker Boyer National Bank
Washington
$989K +$20K +322 +2%
CIM
1934
Cetera Investment Management
California
$988K -$184K -2,967 -16%
FWP
1935
FAS Wealth Partners
Kansas
$986K +$87.8K +1,413 +10%
MWM
1936
Meridian Wealth Management
Kentucky
$985K +$985K +15,666 New
DM
1937
Diker Management
New York
$979K – – –
FFSOTS
1938
Fiduciary Financial Services of The Southwest
Texas
$979K +$110K +1,765 +13%
RCG
1939
Ruane, Cunniff & Goldfarb
New York
$978K -$52.4K -843 -5%
NO
1940
Ninety One
South Africa
$977K +$15.7K +253 +2%
WA
1941
Waverly Advisors
Alabama
$977K +$434K +6,992 +80%
NCM
1942
Nelson Capital Management
California
$971K +$415K +6,683 +75%
VFPI
1943
Vantage Financial Partners (Illinois)
Illinois
$964K +$964K +15,524 New
AB
1944
Atlas Brown
Kentucky
$943K – – –
CAM
1945
CMT Asset Management
Illinois
$942K +$942K +15,166 New
BIG
1946
Bellwether Investment Group
Tennessee
$938K +$938K +15,085 New
MCM
1947
Manchester Capital Management
Vermont
$933K -$1.87K -30 -0.2%
RC
1948
RBF Capital
California
$932K – – –
NERM
1949
New England Research & Management
Illinois
$926K – – –
PCA
1950
Private Capital Advisors
Connecticut
$925K – – –
76 77
78
79 80