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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 %
AZA
2176
Arthur Zaske & Associates
Michigan
$586K – – –
SSA
2177
Schonfeld Strategic Advisors
New York
$582K +$242K +3,253 +71%
DCM
2178
Driehaus Capital Management
Illinois
$581K -$667K -8,952 -53%
DAM
2179
Doheny Asset Management
California
$580K – – –
ZAM
2180
Zevin Asset Management
Massachusetts
$580K +$98K +1,316 +20%
GA
2181
Geller Advisors
New York
$580K +$103K +1,390 +22%
DWM
2182
Destination Wealth Management
California
$578K -$55.5K -744 -9%
FAM
2183
Fenimore Asset Management
New York
$569K +$341K +4,579 +150%
BBP
2184
Banco BTG Pactual
Brazil
$568K +$568K +7,632 New
SAM
2185
Shikiar Asset Management
New York
$567K – – –
IOOF
2186
Independent Order of Foresters
Ontario, Canada
$564K – – –
GAMC
2187
Garner Asset Management Corp
Texas
$563K +$28K +375 +5%
SHJ
2188
Sharkey, Howes & Javer
Colorado
$562K +$17K +223 +3%
PAS
2189
Professional Advisory Services
Florida
$561K – – –
EGM
2190
Engineers Gate Manager
New York
$561K +$561K +7,529 New
SSW
2191
Smith Shellnut Wilson
Mississippi
$558K -$315K -4,223 -36%
DLHL
2192
Donald L. Hagan LLC
Florida
$554K -$59.6K -800 -10%
PO
2193
Private Ocean
California
$553K +$4.84K +65 +0.9%
EP
2194
Edgestream Partners
New Jersey
$550K +$550K +7,390 New
FWSM
2195
First Wilshire Securities Management
California
$548K – – –
FWM
2196
Focused Wealth Management
New York
$546K +$73.3K +984 +15%
GQG Partners
2197
GQG Partners
Florida
$544K -$19.4K -261 -3%
NEPWA
2198
New England Private Wealth Advisors
Massachusetts
$541K -$10.2K -136 -2%
GAM
2199
Gemmer Asset Management
California
$538K +$893 +12 +0.2%
TDC
2200
Thompson Davis & Co
Virginia
$534K -$391K -5,241 -42%
86 87
88
89 90