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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$3.26B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.73B
5
LPC
Lone Pine Capital
Connecticut
+$668M

Top Sellers

1
State Street
State Street
Massachusetts
-$739M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$649M
3
Barclays
Barclays
United Kingdom
-$597M
4
Franklin Resources
Franklin Resources
California
-$504M
5
GIM
Generation Investment Management
United Kingdom
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
2076
Gilman Hill Asset Management
Connecticut
$727K +$5.86K +85 +0.8%
CIP
2077
Capital Insight Partners
Arizona
$726K +$46.9K +680 +7%
VAM
2078
Verity Asset Management
North Carolina
$723K – – –
PFO
2079
Pathstone Family Office
New Jersey
$720K +$117K +1,703 +19%
HFA
2080
High Falls Advisors
New York
$717K +$21K +305 +3%
SA
2081
SpiderRock Advisors
Delaware
$713K – – –
SKK
2082
Shepherd Kaplan Krochuk
Massachusetts
$711K – – –
FBT
2083
First Bank & Trust
South Dakota
$707K +$24.8K +360 +4%
IA
2084
Independence Advisors
Pennsylvania
$706K +$3.93K +57 +0.6%
PMG
2085
Private Management Group
California
$703K -$188K -2,727 -21%
BW
2086
Biegel & Waller
Maryland
$703K -$16.5K -239 -2%
BA
2087
BKS Advisors
Michigan
$699K -$5.17K -75 -0.7%
SFS
2088
Summit Financial Strategies
Ohio
$697K +$41.1K +596 +6%
WIC
2089
Wilkins Investment Counsel
Massachusetts
$696K -$6.89K -100 -1%
NFC
2090
Northeast Financial Consultants
Connecticut
$696K +$103K +1,500 +17%
RBC
2091
Ronald Blue & Co
Georgia
$694K -$63.2K -917 -8%
GCIA
2092
Gabelli & Co Investment Advisers
New York
$689K – – –
Assenagon Asset Management
2093
Assenagon Asset Management
Luxembourg
$689K – – –
BWA
2094
Burt Wealth Advisors
Maryland
$689K +$6.41K +93 +0.9%
MUS
2095
Mitsubishi UFJ Securities
Japan
$687K -$90.3K -1,310 -12%
AIM
2096
Avity Investment Management
Connecticut
$686K -$131K -1,900 -16%
CIAS
2097
Capital Investment Advisory Services
North Carolina
$684K -$31.6K -459 -4%
AWA
2098
Arete Wealth Advisors
Illinois
$681K -$8.82K -128 -1%
MWM
2099
Mascoma Wealth Management
New Hampshire
$680K -$2.55K -37 -0.4%
DCM
2100
Dynamic Capital Management
Jersey
$675K -$123K -1,780 -15%
82 83
84
85 86