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Microsoft
MSFT

Overview Fund Activity

2,095 hedge funds and large institutions have $255B invested in Microsoft in 2015 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 756 increasing their positions, 1,048 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,095
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
56.5%
Holding in Top 10
585
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+7.54%
% of All Funds
15.78%
New
89
Increased
756
Reduced
1,048
Closed
68
Calls
$2.95B
Puts
$2.9B
Net Calls
+$46.9M
Net Calls Change
+$233M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.64B
2
LPC
Lone Pine Capital
Connecticut
+$535M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$360M
4
EPCM
Eton Park Capital Management
New York
+$312M
5
Renaissance Technologies
Renaissance Technologies
New York
+$306M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$758M
3
BIT
BlackRock Institutional Trust
California
-$474M
4
Goldman Sachs
Goldman Sachs
New York
-$347M
5
BA
BlackRock Advisors
Delaware
-$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1976
Lenox Wealth Management
Ohio
$243K -$3.92K -89 -2%
MSR
1977
Main Street Research
Connecticut
$243K +$1.99K +45 +0.8%
UF
1978
Univest Financial
Pennsylvania
$241K -$11.7K -264 -5%
HP
1979
HT Partners
Connecticut
$240K -$42K -948 -15%
KL
1980
Kinsight LLC
Alabama
$240K -$21.8K -494 -8%
NPPM
1981
North Point Portfolio Managers
Ohio
$240K – – –
SHWM
1982
Smith & Howard Wealth Management
Georgia
$237K -$61.2K -1,389 -21%
ESBC
1983
E.S. Barr & Co
Kentucky
$237K -$44.1K -1,000 -16%
KIM
1984
Karpus Investment Management
New York
$237K -$10.1K -228 -4%
WCM
1985
Weatherstone Capital Management
Colorado
$235K – – –
FP
1986
Foundry Partners
Minnesota
$234K – – –
FNBOMD
1987
First National Bank of Mount Dora
Florida
$232K -$26.4K -600 -10%
MGAM
1988
McGowan Group Asset Management
Texas
$232K -$6.08K -138 -3%
QAM
1989
Quantres Asset Management
Cayman Islands
$230K -$1.78M -40,200 -89%
NEPWA
1990
New England Private Wealth Advisors
Massachusetts
$229K -$131K -2,982 -36%
AAM
1991
Autus Asset Management
Arizona
$222K +$222K +5,021 New
PTC
1992
Provident Trust Company
Wisconsin
$221K – – –
FAG
1993
Financial Advisory Group
Texas
$221K +$221K +5,014 New
B
1994
Bellecapital
Switzerland
$219K -$113K -2,564 -34%
AF
1995
Affiance Financial
Minnesota
$219K – – –
MCM
1996
MV Capital Management
Maryland
$218K -$664 -15 -0.3%
RA
1997
RFG Advisory
Alabama
$217K +$217K +4,918 New
WRM
1998
Weybosset Research & Management
Rhode Island
$216K -$110K -2,500 -34%
WCF
1999
West Coast Financial
California
$213K +$213K +4,824 New
USGIU
2000
U.S. Global Investors (USGI)
Texas
$212K – – –
78 79
80
81 82