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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
1
BlackRock
New York
$31B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.5B
3
Citadel Advisors
3
Citadel Advisors
Florida
$547M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$534M
5
Capital World Investors
5
Capital World Investors
California
$22.2B

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.52B
2
Franklin Resources
2
Franklin Resources
California
$4.79B
3
LPC
3
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.13B
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPA
2126
Rock Point Advisors
Vermont
$555K -$42.2K -640 -7%
HJA
2127
Hugh Johnson Advisors
New York
$554K -$2.83K -43 -0.5%
HFM
2128
Harvest Fund Management
China
$552K – – –
MSR
2129
Main Street Research
Connecticut
$550K -$65.1K -988 -11%
IOOF
2130
Independent Order of Foresters
Ontario, Canada
$550K – – –
DA
2131
Dillon & Associates
Michigan
$550K +$30.9K +468 +6%
HFS
2132
Haverford Financial Services
Pennsylvania
$544K -$1.78K -27 -0.3%
NVIM
2133
New Vernon Investment Management
Illinois
$543K -$171K -2,601 -24%
LF
2134
Lee Financial
Texas
$543K -$15.7K -238 -3%
CG
2135
Corundum Group
Colorado
$541K +$8.23K +125 +2%
ARM
2136
Adirondack Research & Management
New York
$540K -$6.59K -100 -1%
KA
2137
Klingman & Associates
New York
$540K -$461 -7 -0.1%
CFA
2138
Capstone Financial Advisors
Illinois
$539K -$16.2K -246 -3%
PCM
2139
Palisade Capital Management
New Jersey
$536K +$12K +183 +2%
HCM
2140
Highlander Capital Management
New Jersey
$536K +$118K +1,790 +28%
SIMM
2141
Stillwater Investment Management (Minnesota)
Minnesota
$534K -$8.83K -134 -2%
SCP
2142
Syntal Capital Partners
Texas
$534K +$4.21K +64 +0.8%
SIAS
2143
Shine Investment Advisory Services
Colorado
$533K +$533K +8,098 New
TIM
2144
Tortoise Investment Management
New York
$531K -$8.57K -130 -2%
CCC
2145
Chelsea Counsel Company
California
$527K – – –
AIM
2146
ARK Investment Management
Florida
$527K +$101K +1,536 +24%
BCM
2147
Brookmont Capital Management
Texas
$525K +$525K +7,964 New
IWA
2148
Intercontinental Wealth Advisors
Texas
$522K +$30.5K +463 +6%
VNA
2149
Valley National Advisers
Pennsylvania
$522K +$75.8K +1,151 +17%
ODCM
2150
Old Dominion Capital Management
Virginia
$520K +$520K +7,892 New
84 85
86
87 88