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Microsoft
MSFT

Overview Fund Activity

2,479 hedge funds and large institutions have $426B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 963 increasing their positions, 1,192 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
61.9%
Holding in Top 10
975
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.17%
% of All Funds
24.34%
New
92
Increased
963
Reduced
1,192
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.51B
2
BlackRock
BlackRock
New York
+$1.39B
3
Bank of America
Bank of America
North Carolina
+$1B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$764M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$587M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.01B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$855M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$596M
5
VH
ValueAct Holdings
California
-$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
1926
Ifrah Financial Services
Arkansas
$1.3M -$2.98K -40 -0.2%
TNAM
1927
Terra Nova Asset Management
New York
$1.29M +$6.71K +90 +0.5%
DAS
1928
Dynamic Advisor Solutions
Arizona
$1.29M -$200K -2,691 -13%
FI
1929
FormulaFolio Investments
Michigan
$1.29M +$130K +1,742 +11%
CNC
1930
Citizens & Northern Corp
Pennsylvania
$1.29M -$16.2K -218 -1%
RFA
1931
Reilly Financial Advisors
California
$1.29M +$33.2K +446 +3%
LSC
1932
Lesa Sroufe & Co
Washington
$1.28M -$52.4K -703 -4%
PAS
1933
Partnervest Advisory Services
California
$1.28M +$10.5K +141 +0.8%
IIA
1934
IPG Investment Advisors
California
$1.28M +$12.9K +173 +1%
AIM
1935
ARK Investment Management
Florida
$1.27M +$135K +1,812 +12%
SLA
1936
Silver Lake Advisory
Utah
$1.27M +$6.11K +82 +0.5%
YMRC
1937
Yorktown Management & Research Company
Virginia
$1.27M -$313K -4,200 -20%
NCM
1938
Neumann Capital Management
California
$1.26M -$22.3K -300 -2%
CCM
1939
Canal Capital Management
Virginia
$1.26M +$860K +11,547 +215%
FPCP
1940
Fort Point Capital Partners
California
$1.26M +$361K +4,852 +40%
VIA
1941
Vident Investment Advisory
Georgia
$1.26M +$253K +3,390 +25%
RCA
1942
Rowland Carmichael Advisors
Arizona
$1.25M +$14.5K +194 +1%
BL
1943
Balentine LLC
Georgia
$1.25M +$45.1K +605 +4%
DW
1944
Domani Wealth
Pennsylvania
$1.25M -$16.8K -226 -1%
LA
1945
Lau Associates
Delaware
$1.25M +$76.3K +1,024 +7%
B
1946
Brightworth
Georgia
$1.25M +$1.25M +16,722 New
CWM
1947
Confluence Wealth Management
Oregon
$1.24M +$11.9K +160 +1%
PP
1948
PagnatoKarp Partners
Virginia
$1.24M +$44.8K +601 +4%
FC
1949
Financial Consulate
Maryland
$1.24M +$74 +1 +0%
VWA
1950
V Wealth Advisors
Kansas
$1.23M +$7.8K +105 +0.6%
76 77
78
79 80