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Microsoft
MSFT

Overview Fund Activity

2,087 hedge funds and large institutions have $256B invested in Microsoft in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 919 increasing their positions, 872 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,087
Holders Change
-8
Holders Change %
-0.38%
% of All Funds
58.33%
Holding in Top 10
681
Holding in Top 10 Change
+96
Holding in Top 10 Change %
+16.41%
% of All Funds
19.03%
New
84
Increased
919
Reduced
872
Closed
74
Calls
$3.68B
Puts
$2.87B
Net Calls
+$810M
Net Calls Change
+$763M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$820M
3
Bank of America
Bank of America
North Carolina
+$756M
4
Goldman Sachs
Goldman Sachs
New York
+$472M
5
Capital World Investors
Capital World Investors
California
+$456M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$901M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$769M
3
Deutsche Bank
Deutsche Bank
Germany
-$559M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$372M
5
State Street
State Street
Massachusetts
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
2076
Brinker Capital Investments
Pennsylvania
$19K +$905 +20 +5%
P
2077
Palladiem
Pennsylvania
$18K -$9K -200 -33%
PFG
2078
Pacific Financial Group
Washington
$18K – – –
CIM
2079
Cambria Investment Management
California
$18K – – –
TWMP
2080
Taylor Wealth Management Partners
Massachusetts
$16K -$35.4K -816 -69%
FIG
2081
Fusion Investment Group
Pennsylvania
$15K +$15K +343 New
FNBOO
2082
First National Bank of Omaha
Nebraska
$14.4K +$6 +144 +0%
MAS
2083
Madden Advisory Services
Florida
$13K – – –
NMIS
2084
Northwestern Mutual Investment Services
Wisconsin
$12K +$12K +262 New
JAM
2085
Jolley Asset Management
North Carolina
$10K – – –
SAM
2086
Shamrock Asset Management
Texas
$8K +$6.35K +150 +385%
SGAM
2087
Smith Group Asset Management
Texas
$3K – – –
FMA
2088
FNY Managed Accounts
New York
$2.21K -$19.9K -450 -90%
NHFG
2089
New Harbor Financial Group
Massachusetts
$2K – – –
SEC
2090
Seven Eight Capital
New York
$2K +$2K +35 New
Renaissance Technologies
2091
Renaissance Technologies
New York
– -$306M -6,935,684 Closed
N
2092
Natixis
France
– -$175M -3,955,427 Closed
BKBG
2093
BHF Kleinwort Benson Group
Belgium
– -$74.2M -1,681,179 Closed
TP
2094
Theleme Partners
United Kingdom
– -$71.2M -1,612,000 Closed
PIM
2095
Platinum Investment Management
Australia
– -$67.3M -1,524,385 Closed
NC
2096
Nevsky Capital
United Kingdom
– -$53.4M -1,208,912 Closed
Arrowstreet Capital
2097
Arrowstreet Capital
Massachusetts
– -$47.5M -1,075,458 Closed
HCM
2098
Hitchwood Capital Management
New York
– -$44.2M -1,000,000 Closed
SCM
2099
Smead Capital Management
Arizona
– -$15.9M -360,360 Closed
PP
2100
Paloma Partners
Connecticut
– -$13.1M -296,017 Closed
82 83
84
85 86