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Microsoft
MSFT

Overview Fund Activity

2,260 hedge funds and large institutions have $290B invested in Microsoft in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,016 increasing their positions, 976 reducing their positions, and 106 closing their positions.

Holders
2,260
Holders Change
-33
Holders Change %
-1.44%
% of All Funds
60.4%
Holding in Top 10
730
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-15.8%
% of All Funds
19.51%
New
95
Increased
1,016
Reduced
976
Closed
106
Calls
$3.43B
Puts
$2.93B
Net Calls
+$503M
Net Calls Change
-$931M

Top Buyers

1
EA
1
Emerald Acquisition
Washington
$700M
2
JHIU
2
Janus Henderson Investors US
Colorado
$2.13B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$9.11B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.8B
5
Franklin Resources
5
Franklin Resources
California
$4.79B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$171M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.56B
3
Boston Partners
3
Boston Partners
Massachusetts
$520M
4
State Street
4
State Street
Massachusetts
$15.3B
5
LPC
5
Lone Pine Capital
Connecticut
$885M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
2176
Cooke & Bieler
Pennsylvania
$235K 4,600 – –
BCA
2177
Bray Capital Advisors
Florida
$233K 4,549 +4,549 New
SEIA
2178
Signature Estate & Investment Advisors
California
$233K 4,555 +4,555 New
HC
2179
Hourglass Capital
Texas
$230K 4,500 – –
WCM
2180
Westend Capital Management
California
$230K 4,500 +75 +2%
GAM
2181
Garrison Asset Management
Arkansas
$229K 4,477 -1,184 -21%
EGA
2182
E&G Advisors
Texas
$228K 4,451 – –
AMG
2183
Asset Management Group
Connecticut
$227K 4,431 +5 +0.1%
VSWA
2184
Vontobel Swiss Wealth Advisors
Switzerland
$225K 4,875 +4,875 New
AIA
2185
Arbor Investment Advisors
North Carolina
$220K 4,302 – –
EA
2186
Elm Advisors
California
$218K 4,265 – –
Sands Capital Management
2187
Sands Capital Management
Virginia
$217K 4,250 – –
AWM
2188
Affinity Wealth Management
Delaware
$216K 4,231 – –
MCP
2189
Mirador Capital Partners
California
$216K 3,794 +3,794 New
JAM
2190
Jolley Asset Management
North Carolina
$215K 4,195 +1,945 +86%
IIM
2191
Ironwood Investment Management
Massachusetts
$211K 4,122 +1 +0%
SAM
2192
Sunnymeath Asset Management
New Jersey
$208K 4,070 – –
CCM
2193
Copeland Capital Management
Pennsylvania
$207K 4,051 -355 -8%
FWM
2194
FFT Wealth Management
Pennsylvania
$206K 4,000 +4,000 New
CM
2195
Castleark Management
Illinois
$205K 4,000 – –
AIS
2196
Accurate Investment Solutions
Pennsylvania
$204K 3,993 -3,735 -48%
NG
2197
Northstar Group
New York
$202K 3,953 +14 +0.4%
MWM
2198
MinichMacGregor Wealth Management
New York
$194K 3,806 -1,092 -22%
TFO
2199
Tarbox Family Office
California
$186K 3,633 -18 -0.5%
OAM
2200
Orinda Asset Management
California
$164K 2,964 – –
86 87
88
89 90