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Microsoft
MSFT

Overview Fund Activity

2,268 hedge funds and large institutions have $321B invested in Microsoft in 2015 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 821 increasing their positions, 1,026 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,268
Holders Change
+181
Holders Change %
+8.67%
% of All Funds
59.56%
Holding in Top 10
911
Holding in Top 10 Change
+230
Holding in Top 10 Change %
+33.77%
% of All Funds
23.92%
New
257
Increased
821
Reduced
1,026
Closed
46
Calls
$5.99B
Puts
$4.34B
Net Calls
+$1.65B
Net Calls Change
+$839M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.43B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$993M
4
Bank of America
Bank of America
North Carolina
+$789M
5
Morgan Stanley
Morgan Stanley
New York
+$518M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.64B
2
Goldman Sachs
Goldman Sachs
New York
-$1.09B
3
VH
ValueAct Holdings
California
-$1.03B
4
Franklin Resources
Franklin Resources
California
-$880M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
2201
CKW Financial Group
Hawaii
$184K -$22.2K -400 -11%
LWA
2202
Lowe Wealth Advisors
Maryland
$175K +$55 +1 +0%
SAM
2203
Solaris Asset Management
New York
$172K +$105K +1,900 +158%
ACP
2204
Arcus Capital Partners
Georgia
$172K +$172K +3,101 New
FA
2205
Friess Associates
Delaware
$170K – – –
RPG
2206
Risk Paradigm Group
Texas
$166K +$44.6K +803 +37%
AWM
2207
AllSquare Wealth Management
New York
$159K +$68.5K +1,234 +76%
HCC
2208
Hirtle Callaghan & Co
Pennsylvania
$150K -$276K -4,966 -65%
AFIA
2209
America First Investment Advisors
Nebraska
$148K – – –
CWM
2210
Cranbrook Wealth Management
Michigan
$144K – – –
AIM
2211
Assured Investment Management
New York
$139K -$262K -4,715 -65%
HCM
2212
Horrell Capital Management
Arkansas
$139K +$11.1K +200 +9%
DPA
2213
Delphi Private Advisors
California
$138K +$138K +2,483 New
MFT
2214
Moisand Fitzgerald Tamayo
Florida
$135K +$135K +2,441 New
CFN
2215
Cordasco Financial Network
Florida
$128K – – –
RAM
2216
Riggs Asset Management
Pennsylvania
$124K -$22.3K -400 -15%
OAM
2217
Orinda Asset Management
California
$122K +$122K +2,205 New
EDRPMB
2218
Edmond de Rothschild Private Merchant Banking
United Kingdom
$114K – – –
EMA
2219
Efficient Market Advisors
California
$112K -$1.11K -20 -1%
SI
2220
Sentry Investments
Ontario, Canada
$111K -$2.77K -50,000 -2%
KKAMG
2221
Kernodle & Katon Asset Management Group
Arkansas
$109K +$109K +1,956 New
RBC
2222
Roble Belko & Company
Pennsylvania
$107K +$38.7K +700 +57%
SFPIA
2223
Stevens First Principles Investment Advisors
California
$103K – – –
TSU
2224
TD Securities (USA)
New York
$100K -$155K -2,777 -61%
DSN
2225
D. Scott Neal
Kentucky
$99K +$99K +1,779 New
87 88
89
90 91