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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 %
EGA
2176
E&G Advisors
Texas
$228K 3,951 -500 -11%
RPG
2177
Risk Paradigm Group
Texas
$227K 3,943 +750 +23%
EA
2178
Elm Advisors
California
$227K 3,940 -325 -8%
WCM
2179
Wedge Capital Management
North Carolina
$227K 3,934 +3,934 New
LIA
2180
LBMC Investment Advisors
Tennessee
$225K 3,899 -2,127 -35%
MFT
2181
Moisand Fitzgerald Tamayo
Florida
$225K 3,901 +3,901 New
KIM
2182
Karpus Investment Management
New York
$223K 3,872 +3,872 New
NG
2183
Northstar Group
New York
$220K 3,816 -137 -3%
HCM
2184
Harvest Capital Management
New Hampshire
$220K 3,691 +3,691 New
SIM
2185
Sadoff Investment Management
Wisconsin
$220K 3,814 +3,814 New
MWM
2186
MinichMacGregor Wealth Management
New York
$217K 3,767 -39 -1%
LRIC
2187
Long Road Investment Counsel
Michigan
$215K 3,729 +3,729 New
KFS
2188
Kissinger Financial Services
Maryland
$215K 3,730 +3,730 New
SDWMA
2189
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K 3,680 +3,680 New
BWM
2190
BerganKDV Wealth Management
Minnesota
$210K 3,654 -1,452 -28%
CCM
2191
Crossvault Capital Management
Texas
$209K 3,627 +3,627 New
KL
2192
Kinsight LLC
Alabama
$206K 3,580 -1,677 -32%
WCM
2193
Windsor Capital Management
Arizona
$206K 3,581 +3,581 New
SS
2194
Sunbelt Securities
Texas
$204K 3,542 +3,542 New
RBC
2195
Roble Belko & Company
Pennsylvania
$200K 3,477 +942 +37%
RPAM
2196
Rhenman & Partners Asset Management
Sweden
$181K 3,140 +3,140 New
FA
2197
Friess Associates
Delaware
$176K 3,060 – –
CWM
2198
Catamount Wealth Management
Connecticut
$173K 2,996 +1,875 +167%
SEIA
2199
Signature Estate & Investment Advisors
California
$165K 2,871 -1,684 -37%
PCM
2200
Prelude Capital Management
New York
$159K 2,765 -20,313 -88%
86 87
88
89 90