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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 %
TJHA
2226
Thomas J. Herzfeld Advisors
Florida
$78K 1,353 +5 +0.4%
JIR
2227
James Investment Research
Ohio
$76K 1,314 – –
JSAM
2228
J. Safra Asset Management
New York
$75K 1,299 -876 -40%
AIC
2229
Ayalon Insurance Company
Israel
$75K 1,300 – –
PHK
2230
Point72 Hong Kong
Hong Kong
$75K 1,300 +400 +44%
HS
2231
Horan Securities
United States
$67K 1,166 +1,166 New
AA
2232
AlphaMark Advisors
Kentucky
$65K 1,130 – –
CP
2233
Corbenic Partners
Pennsylvania
$65K 1,133 +1 +0.1%
MDCM
2234
Morgan Dempsey Capital Management
Wisconsin
$60K 1,045 -51 -5%
BC
2235
Barnett & Company
Tennessee
$60K 1,040 +101 +11%
HMS
2236
Hanseatic Management Services
New Mexico
$57K 983 +299 +44%
HW
2237
Hedeker Wealth
Illinois
$56.1K 3,229 -30,755 -90%
CCM
2238
Cupps Capital Management
Illinois
$53K 933 -13,617 -94%
LCS
2239
Levin Capital Strategies
New York
$52.2K 906,279 -57,824 -6%
APSP
2240
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K 900 -1,600 -64%
HWP
2241
Hefty Wealth Partners
Indiana
$50K 875 – –
LYV
2242
Live Your Vision
Pennsylvania
$49K 845 +845 New
IWC
2243
Integrated Wealth Counsel
California
$47K 815 +815 New
CJA
2244
C-J Advisory
California
$45K 780 +780 New
PFG
2245
Piershale Financial Group
Illinois
$44K 765 – –
SIMG
2246
Stephens Investment Management Group
Texas
$44K 765 +135 +21%
HCM
2247
Herndon Capital Management
Georgia
$42K 724 – –
CCMW
2248
Cypress Capital Management (Wyoming)
Wyoming
$41.8K 725 – –
IF
2249
Ironwood Financial
Arizona
$39K 681 – –
AWMS
2250
Advocacy Wealth Management Services
Georgia
$34K 584 -144 -20%
88 89
90
91 92