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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 %
WCM
2251
Wealthcare Capital Management
Virginia
$33K 576 +1 +0.2%
TRCT
2252
Tower Research Capital (TRC)
New York
$26K 450 -74,459 -99%
BCI
2253
Brinker Capital Investments
Pennsylvania
$25K 440 +40 +10%
KLI
2254
Kelman-Lazarov Inc
Tennessee
$22.4K 391 – –
BIM
2255
Barton Investment Management
Pennsylvania
$16K 28,371 – –
IR
2256
Invictus RG
Bermuda
$14K 239 +56 +31%
RCG
2257
Ruggie Capital Group
Florida
$13K 223 – –
OSAM
2258
O'Shaughnessy Asset Management
Connecticut
$10K 169 -45,627 -100%
WAP
2259
Wealthcare Advisory Partners
Pennsylvania
$10K 176 – –
WDL
2260
Well Done LLC
Michigan
$9.94K 6,530 – –
OAJ
2261
Ogorek Anthony Joseph
New York
$8K 150 – –
GWA
2262
Guidant Wealth Advisors
Illinois
$6K 100 +100 New
GCL
2263
Glazer Capital LLC
New York
$6K 100 +100 New
RI
2264
Redwood Investments
Massachusetts
$5K 82 – –
NHFG
2265
New Harbor Financial Group
Massachusetts
$2K 50 – –
FNB
2266
Farmers National Bank
Kentucky
$1.21K 21,011 -686 -3%
CIM
2267
Contravisory Investment Management
Massachusetts
$1K 22 -74 -77%
SBL
2268
Sargent Bickham Lagudis
Colorado
$555 147 -6,915 -98%
SCP
2269
Syntal Capital Partners
Texas
$313 5,445 +5 +0.1%
JP
2270
Jana Partners
New York
– – -6,898,327 Closed
Coatue Management
2271
Coatue Management
New York
– – -4,888,413 Closed
GE
2272
General Electric
Ohio
– – -4,704,033 Closed
MHI
2273
Miller Howard Investments
New York
– – -1,611,421 Closed
Blackstone Inc
2274
Blackstone Inc
New York
– – -1,079,821 Closed
PHS
2275
PFM Health Sciences
California
– – -1,026,566 Closed
89 90
91
92 93