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Microsoft
MSFT

Overview Fund Activity

2,267 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 868 increasing their positions, 1,104 reducing their positions, and 64 closing their positions.

Holders
2,267
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
60.58%
Holding in Top 10
844
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+15.62%
% of All Funds
22.55%
New
95
Increased
868
Reduced
1,104
Closed
64
Calls
$3.73B
Puts
$3.45B
Net Calls
+$282M
Net Calls Change
-$221M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.2B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$29.6B
3
State Street
3
State Street
Massachusetts
$17.7B
4
Capital World Investors
4
Capital World Investors
California
$18.9B
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$787M

Top Sellers

1
VH
1
ValueAct Holdings
California
$2.22B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.68B
3
Macquarie Group
3
Macquarie Group
Australia
$360M
4
Harris Associates
4
Harris Associates
Illinois
$515M
5
Dodge & Cox
5
Dodge & Cox
California
$2.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
2101
Montag & Caldwell
Georgia
$340K – – –
AF
2102
Affiance Financial
Minnesota
$338K +$19.1K +332 +6%
LWA
2103
Lenox Wealth Advisors
New York
$337K +$577 +10 +0.2%
BIC
2104
Beach Investment Counsel
Pennsylvania
$336K – – –
DOA
2105
D'Orazio & Associates
Virginia
$335K -$71.8K -1,250 -18%
TG
2106
Threshold Group
Washington
$335K – – –
GIM
2107
Groesbeck Investment Management
New Jersey
$334K – – –
DE
2108
Day & Ennis
Georgia
$334K +$18.7K +325 +6%
AP
2109
Atwood & Palmer
Missouri
$333K +$9.33K +162 +3%
SPWA
2110
SteelBridge Private Wealth Advisors
Florida
$331K +$15.8K +275 +5%
NEPWA
2111
New England Private Wealth Advisors
Massachusetts
$330K +$288 +5 +0.1%
AZA
2112
Arthur Zaske & Associates
Michigan
$327K +$327K +5,670 New
ZF
2113
Zhang Financial
Michigan
$322K – – –
LWM
2114
Lenox Wealth Management
Ohio
$322K +$42.8K +743 +15%
CPP
2115
Crow Point Partners
Massachusetts
$322K +$322K +5,606 New
CL
2116
CIM LLC
New York
$321K +$5.12K +89 +2%
UF
2117
Univest Financial
Pennsylvania
$320K -$5.71K -99 -2%
CCB
2118
Cutter & Co Brokerage
Missouri
$320K +$15.7K +272 +5%
PVH
2119
Psagot Value Holdings
Israel
$317K -$32.3K -560 -9%
KL
2120
KWMG LLC
Kansas
$317K -$13.2K -230 -4%
FAG
2121
Financial Advisory Group
Texas
$314K +$11.9K +206 +4%
CA
2122
Cortland Associates
Missouri
$313K +$1.15K +20 +0.4%
LCM
2123
Lucas Capital Management
New Jersey
$311K -$58.2K -1,010 -16%
OAM
2124
Oberweis Asset Management
Illinois
$311K -$51.8K -900 -14%
DWM
2125
Dorchester Wealth Management
Quebec, Canada
$310K -$69.1K -1,200 -18%
83 84
85
86 87