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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 %
WAS
2251
Winch Advisory Services
Wisconsin
$29K +$56 +1 +0.2%
BCI
2252
Brinker Capital Investments
Pennsylvania
$29K +$5.58K +100 +24%
PCM
2253
Prelude Capital Management
New York
$29K +$29K +521 New
KM
2254
Kalos Management
Georgia
$27K – – –
AA
2255
Apriem Advisors
California
$25K +$1.04K +19 +4%
SAMH
2256
Shanda Asset Management Holdings
British Virgin Islands
$22.2K +$19.7K +354,654 +773%
PFG
2257
Pacific Financial Group
Washington
$22K – – –
MJRIC
2258
Mogy Joel R Investment Counsel
California
$19.3K -$176K -317,452 -90%
FNBOO
2259
First National Bank of Omaha
Nebraska
$18K -$106 -1,903 -0.6%
RCWMU
2260
Rothschild & Co Wealth Management (UK)
United Kingdom
$14K +$14K +247 New
UOTTAIMCU
2261
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$13K +$13K +235 New
NMIS
2262
Northwestern Mutual Investment Services
Wisconsin
$12K -$2.97K -52 -20%
JAM
2263
Jolley Asset Management
North Carolina
$12K – – –
HIM
2264
Hillsdale Investment Management
Ontario, Canada
$12K +$12K +210 New
PHK
2265
Point72 Hong Kong
Hong Kong
$6K +$6K +100 New
VCAM
2266
Valentine Capital Asset Management
California
$5K +$5K +100 New
WA
2267
WBH Advisory
Maryland
$2K -$43 -777 -2%
NHFG
2268
New Harbor Financial Group
Massachusetts
$2K – – –
TRCT
2269
Tower Research Capital (TRC)
New York
$2K +$2K +28 New
CIM
2270
Contravisory Investment Management
Massachusetts
$2K +$2K +42 New
RWM
2271
RKL Wealth Management
Pennsylvania
$265 +$265 +4,783 New
BGIM
2272
Brandywine Global Investment Management
Pennsylvania
– -$281M -6,352,569 Closed
BWA
2273
Brave Warrior Advisors
New York
– -$278M -6,280,742 Closed
EIG
2274
EdgePoint Investment Group
Ontario, Canada
– -$251M -5,677,001 Closed
Alyeska Investment Group
2275
Alyeska Investment Group
Illinois
– -$92M -2,079,306 Closed
89 90
91
92 93