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Microsoft
MSFT

Overview Fund Activity

2,479 hedge funds and large institutions have $426B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 963 increasing their positions, 1,192 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
61.9%
Holding in Top 10
975
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.17%
% of All Funds
24.34%
New
92
Increased
963
Reduced
1,192
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.51B
2
BlackRock
BlackRock
New York
+$1.39B
3
Bank of America
Bank of America
North Carolina
+$1B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$764M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$587M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.01B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$855M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$596M
5
VH
ValueAct Holdings
California
-$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
2151
Coastal Bridge Advisors
Connecticut
$642K -$15.5K -208 -2%
UF
2152
Univest Financial
Pennsylvania
$641K -$41.8K -561 -6%
JIP
2153
Jaffetilchin Investment Partners
Florida
$640K +$252K +3,386 +65%
BFA
2154
Beaumont Financial Advisors
Massachusetts
$638K +$46.4K +623 +8%
AAM
2155
Autus Asset Management
Arizona
$637K +$129K +1,728 +25%
BW
2156
Biegel & Waller
Maryland
$632K -$129K -1,725 -17%
TI
2157
Turner Investments
Pennsylvania
$632K – – –
HFM
2158
Harvest Fund Management
China
$631K – – –
KA
2159
Klingman & Associates
New York
$630K -$75.5K -1,013 -11%
KLWA
2160
Kelly Lawrence W & Associates
California
$630K – – –
LF
2161
Lee Financial
Texas
$627K -$11.2K -150 -2%
USGIU
2162
U.S. Global Investors (USGI)
Texas
$626K +$626K +8,400 New
MSR
2163
Main Street Research
Connecticut
$624K -$197K -2,640 -24%
ODCM
2164
Old Dominion Capital Management
Virginia
$617K +$4.32K +58 +0.7%
DWM
2165
Darwin Wealth Management
Florida
$616K -$1.99M -26,726 -76%
NVIM
2166
New Vernon Investment Management
Illinois
$614K – – –
PAMG
2167
Patton Albertson Miller Group
Tennessee
$609K -$5.99K -79 -1%
HCM
2168
Highlander Capital Management
New Jersey
$606K – – –
KF
2169
Krilogy Financial
Missouri
$606K +$40.2K +539 +7%
IAA
2170
Ironsides Asset Advisors
North Carolina
$605K – – –
AIM
2171
Avity Investment Management
Connecticut
$602K -$140K -1,875 -19%
ECM
2172
Exchange Capital Management
Michigan
$594K +$9.16K +123 +2%
ARM
2173
Adirondack Research & Management
New York
$592K -$14.9K -200 -2%
EGA
2174
E&G Advisors
Texas
$592K -$14.9K -200 -2%
WCM
2175
Wedge Capital Management
North Carolina
$586K -$60M -806,039 -99%
85 86
87
88 89