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Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
2201
Alpha Windward
Massachusetts
$395K -$7.64K -123 -2%
HCM
2202
Highlander Capital Management
New Jersey
$395K – – –
VFP
2203
Verus Financial Partners
Virginia
$393K +$498 +8 +0.1%
HCM
2204
Harvey Capital Management
Florida
$391K -$31K -500 -7%
LCM
2205
Lucas Capital Management
New Jersey
$391K +$55.9K +900 +17%
CAM
2206
Concorde Asset Management
Michigan
$389K -$22.8K -366 -6%
TCM
2207
TD Capital Management
Tennessee
$387K – – –
PC
2208
Palo Capital
California
$386K +$386K +6,219 New
DE
2209
Day & Ennis
Georgia
$385K +$24.8K +398 +7%
LIM
2210
Lagoda Investment Management
New York
$384K +$384K +6,179 New
SA
2211
SRH Advisors
Kansas
$383K – – –
MSTVIM
2212
Messner & Smith Theme Value Investment Management
California
$382K – – –
PTC
2213
Provident Trust Company
Wisconsin
$382K – – –
DWM
2214
Dakota Wealth Management
Florida
$380K +$5.15K +83 +1%
PS
2215
Portfolio Solutions
Michigan
$379K – – –
AWM
2216
AllSquare Wealth Management
New York
$376K +$58.1K +936 +18%
PFA
2217
Paradigm Financial Advisors
Missouri
$374K -$12.7K -205 -3%
PGCM
2218
Prescott Group Capital Management
Oklahoma
$373K – – –
JWA
2219
JFS Wealth Advisors
Pennsylvania
$373K +$3.73K +60 +1%
NEPWA
2220
New England Private Wealth Advisors
Massachusetts
$371K +$14.7K +236 +4%
ZF
2221
Zhang Financial
Michigan
$371K +$19.7K +314 +6%
GEM
2222
Global Endowment Management
North Carolina
$370K +$370K +5,960 New
EWM
2223
Evermay Wealth Management
Virginia
$365K -$9.76K -157 -3%
BWM
2224
BerganKDV Wealth Management
Minnesota
$365K +$138K +2,224 +61%
DOA
2225
D'Orazio & Associates
Virginia
$363K +$62 +1 +0%
87 88
89
90 91