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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 Market Value Shares Shares
Change 		Shares
Change %
CB
2151
Cooke & Bieler
Pennsylvania
$265K 4,600 – –
HC
2152
Hourglass Capital
Texas
$259K 4,500 – –
AMG
2153
Asset Management Group
Connecticut
$259K 4,490 +59 +1%
GAAM
2154
Guinness Atkinson Asset Management
California
$255K 4,430 -540 -11%
GAM
2155
Garrison Asset Management
Arkansas
$251K 4,359 -118 -3%
BFIC
2156
Bedell Frazier Investment Counselling
California
$251K 4,350 +4,350 New
SIC
2157
Salem Investment Counselors
North Carolina
$248K 430,982 -11,770 -3%
MCM
2158
Mitchell Capital Management
Kansas
$248K 4,303 +4,303 New
JAM
2159
Jolley Asset Management
North Carolina
$247K 4,285 +90 +2%
GCP
2160
GSA Capital Partners
United Kingdom
$246K 4,264 -14,227 -77%
GBBWRPM
2161
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$246K 4,273 -1,890 -31%
Sands Capital Management
2162
Sands Capital Management
Virginia
$245K 4,250 – –
AWM
2163
Affinity Wealth Management
Delaware
$244K 4,231 – –
KA
2164
KLCM Advisors
Wisconsin
$244K 4,228 +4,228 New
I2I
2165
Insight 2811 Inc
Illinois
$239K 4,151 -2,711 -40%
SAM
2166
Sunnymeath Asset Management
New Jersey
$238K 4,070 – –
LWA
2167
Lowe Wealth Advisors
Maryland
$238K 4,137 +931 +29%
HF
2168
HRT Financial
New York
$237K 4,124 -3,152 -43%
IIM
2169
Ironwood Investment Management
Massachusetts
$237K 4,122 – –
AIS
2170
Accurate Investment Solutions
Pennsylvania
$237K 4,107 +114 +3%
RT
2171
Reliance Trust
Georgia
$236K 4,096 +4,096 New
AIA
2172
Arbor Investment Advisors
North Carolina
$233K 4,044 -258 -6%
CCM
2173
Copeland Capital Management
Pennsylvania
$233K 4,051 – –
CPSAC
2174
Chas P. Smith & Associates (CPS)
Florida
$233K 4,043 +4,043 New
DLG
2175
Daniel L. Goodwin
$230K 4,000 -1,895 -32%
85 86
87
88 89