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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
1
BlackRock
New York
$31B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.5B
3
Citadel Advisors
3
Citadel Advisors
Florida
$547M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$534M
5
Capital World Investors
5
Capital World Investors
California
$22.2B

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.52B
2
Franklin Resources
2
Franklin Resources
California
$4.79B
3
LPC
3
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.13B
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$656M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
2251
Watermark Asset Management
California
$337K 5,113 +5,113 New
TFO
2252
Tarbox Family Office
California
$335K 5,081 +2,322 +84%
NFG
2253
Nations Financial Group
Iowa
$330K 5,012 -1,529 -23%
CCM
2254
Canal Capital Management
Virginia
$329K 4,991 -754 -13%
OIM
2255
Opus Investment Management
Massachusetts
$329K 5,000 – –
UAM
2256
UAS Asset Management
New York
$329K 5,000 +5,000 New
MSS
2257
Mitchell Sinkler & Starr
Pennsylvania
$328K 4,985 +4,985 New
AEPG
2258
American Economic Planning Group
New Jersey
$324K 4,916 -278 -5%
AWM
2259
Arbor Wealth Management
Florida
$324K 4,740 +216 +5%
FAG
2260
Financial Advisory Group
Texas
$322K 4,895 +16 +0.3%
MGAM
2261
McGowan Group Asset Management
Texas
$321K 4,868 -96 -2%
EA
2262
Elm Advisors
California
$320K 4,860 +1,000 +26%
AWM
2263
Affinity Wealth Management
Delaware
$319K 4,841 +610 +14%
HP
2264
HT Partners
Connecticut
$317K 4,808 -330 -6%
WDL
2265
Well Done LLC
Michigan
$317K 4,808 -79 -2%
GIM
2266
Groesbeck Investment Management
New Jersey
$316K 4,800 -1,000 -17%
MCM
2267
MV Capital Management
Maryland
$316K 4,802 -400 -8%
RPAM
2268
Rhenman & Partners Asset Management
Sweden
$316K 4,793 – –
KFS
2269
Kissinger Financial Services
Maryland
$312K 4,751 +381 +9%
PFA
2270
Pure Financial Advisors
California
$310K 4,703 -42 -0.9%
ESBC
2271
E.S. Barr & Co
Kentucky
$309K 4,696 -33 -0.7%
MIC
2272
MU Investments Company
Japan
$304K 4,630 -530 -10%
CB
2273
Cooke & Bieler
Pennsylvania
$303K 4,600 – –
BCA
2274
Bray Capital Advisors
Florida
$300K 4,549 -200 -4%
DDPIC
2275
Deroy & Devereaux Private Investment Counsel
Michigan
$298K 4,519 -200 -4%
89 90
91
92 93