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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 %
DLHL
2151
Donald L. Hagan LLC
Florida
$568K -$40.7K -591 -7%
NVIM
2152
New Vernon Investment Management
Illinois
$568K – – –
ODCM
2153
Old Dominion Capital Management
Virginia
$567K +$22.9K +332 +4%
KTC
2154
Kistler-Tiffany Companies
Pennsylvania
$564K -$24.9K -361 -4%
EGA
2155
E&G Advisors
Texas
$562K -$48.3K -700 -8%
ARM
2156
Adirondack Research & Management
New York
$562K -$3.45K -50 -0.6%
CGA
2157
Crescent Grove Advisors
Illinois
$561K +$561K +8,145 New
B
2158
Bridgeworth
Alabama
$560K +$28.7K +407 +5%
IAA
2159
Ironsides Asset Advisors
North Carolina
$560K +$560K +8,125 New
PCM
2160
Palisade Capital Management
New Jersey
$558K -$2.96K -43 -0.5%
HFS
2161
Haverford Financial Services
Pennsylvania
$555K -$14.4K -209 -3%
HCM
2162
Highlander Capital Management
New Jersey
$555K – – –
TIM
2163
Tortoise Investment Management
New York
$550K -$5.44K -79 -1%
BFA
2164
Beaumont Financial Advisors
Massachusetts
$547K -$215K -3,127 -28%
RCM
2165
RB Capital Management
Nevada
$547K +$20.1K +291 +4%
BCM
2166
Bienville Capital Management
New York
$544K +$32.3K +469 +6%
HI
2167
Horizon Investments
North Carolina
$544K +$544K +7,957 New
AZA
2168
Arthur Zaske & Associates
Michigan
$542K +$27.5K +400 +5%
AWE
2169
Avidian Wealth Enterprises
Texas
$542K +$149K +2,154 +38%
CPIG
2170
Chicago Partners Investment Group
Illinois
$541K -$895K -13,786 -62%
ECM
2171
Exchange Capital Management
Michigan
$541K -$133K -1,924 -20%
FI
2172
FCM Investments
Texas
$538K – – –
DAM
2173
Doheny Asset Management
California
$536K -$51.7K -750 -9%
NFG
2174
Nations Financial Group
Iowa
$536K +$191K +2,764 +55%
RP
2175
Reinhart Partners
Wisconsin
$532K +$10K +145 +2%
85 86
87
88 89