MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSC
2101
Prentiss Smith & Co
Vermont
$583K +$65.8K +1,059 +13%
MSR
2102
Main Street Research
Connecticut
$580K +$172K +2,774 +42%
WA
2103
WESPAC Advisors
California
$579K -$133K -2,147 -19%
CAL
2104
Capital Advisors Ltd
Ohio
$579K +$6.59K +106 +1%
DAM
2105
Doheny Asset Management
California
$577K +$141K +2,265 +32%
FAN
2106
Financial Advisors Network
California
$575K +$575K +8,776 New
DBG
2107
De Burlo Group
Massachusetts
$570K – – –
RPA
2108
Rock Point Advisors
Vermont
$563K -$7.77K -125 -1%
IF
2109
IRON Financial
Illinois
$562K -$17.3K -279 -3%
HIP
2110
Hatteras Investment Partners
North Carolina
$559K -$349K -5,613 -38%
NCM
2111
Noesis Capital Mangement
Florida
$559K +$27.1K +436 +5%
HF
2112
HRT Financial
New York
$559K +$303K +4,886 +118%
AIM
2113
Arcadia Investment Management
Michigan
$548K -$64.4K -1,037 -11%
TCM
2114
Traynor Capital Management
Pennsylvania
$548K -$24.3K -373 -4%
MBA
2115
McQueen Ball & Associates
Pennsylvania
$547K +$23.4K +376 +4%
ABTD
2116
Arvest Bank Trust Division
Oklahoma
$544K -$291K -4,682 -35%
VCP
2117
Vista Capital Partners
Oregon
$537K +$6.99K +122 +1%
AWA
2118
Arete Wealth Advisors
Illinois
$535K +$162K +2,608 +43%
KTC
2119
Kistler-Tiffany Companies
Pennsylvania
$534K -$36.6K -589 -6%
NFC
2120
Northeast Financial Consultants
Connecticut
$534K -$6.21K -100 -1%
GLA
2121
Good Life Advisors
Pennsylvania
$534K +$534K +8,521 New
Verition Fund Management
2122
Verition Fund Management
Connecticut
$531K -$892K -14,338 -63%
CBA
2123
Coastal Bridge Advisors
Connecticut
$529K +$68.7K +1,107 +15%
LF
2124
Lee Financial
Texas
$527K +$527K +8,481 New
HJA
2125
Hugh Johnson Advisors
New York
$526K -$92K -1,479 -15%
83 84
85
86 87