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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
$4.8B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$3.39B
4
Vanguard Group
Vanguard Group
Pennsylvania
$38.9B
5
LPC
Lone Pine Capital
Connecticut
$668M

Top Sellers

1
State Street
State Street
Massachusetts
$21.2B
2
Viking Global Investors
Viking Global Investors
Connecticut
$1.35B
3
Barclays
Barclays
United Kingdom
$413M
4
Franklin Resources
Franklin Resources
California
$4.51B
5
GIM
Generation Investment Management
United Kingdom
$532M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
2251
Concorde Asset Management
Michigan
$391K -$94.6K -1,370 -19%
JWA
2252
JFS Wealth Advisors
Pennsylvania
$388K -$25.4K -369 -6%
LIM
2253
Lagoda Investment Management
New York
$387K -$13.8K -200 -3%
AIP
2254
Ahrens Investment Partners
Louisiana
$385K +$10.2K +148 +3%
TFF
2255
The Family Firm
Maryland
$384K +$174K +2,521 +83%
GS
2256
Girard Securities
California
$382K -$3.72K -54 -1%
CCB
2257
Cutter & Co Brokerage
Missouri
$380K -$24.7K -359 -6%
PVH
2258
Psagot Value Holdings
Israel
$379K – – –
OAM
2259
Oberweis Asset Management
Illinois
$378K +$6.2K +90 +2%
EWM
2260
Evermay Wealth Management
Virginia
$376K -$12.5K -182 -3%
CA
2261
Cortland Associates
Missouri
$374K – – –
SICM
2262
Sustainable Insight Capital Management
New York
$372K -$765K -11,100 -67%
NA
2263
Nottingham Advisors
New York
$372K +$1.52K +22 +0.4%
TI
2264
Truepoint Inc
Ohio
$371K +$371K +5,140 New
DCM
2265
Dimension Capital Management
Florida
$370K – – –
AF
2266
Affiance Financial
Minnesota
$370K +$5.3K +77 +1%
CCM
2267
Canal Capital Management
Virginia
$370K +$25.7K +372 +7%
KIC
2268
Keating Investment Counselors
Florida
$366K -$14.3K -208 -4%
LIA
2269
LBMC Investment Advisors
Tennessee
$366K +$12.6K +182 +4%
NPPM
2270
North Point Portfolio Managers
Ohio
$365K -$4.07K -59 -1%
JIP
2271
Jaffetilchin Investment Partners
Florida
$359K -$232K -3,367 -39%
BMCM
2272
Bryn Mawr Capital Management
Pennsylvania
$358K -$38.8K -563 -10%
BP
2273
BBR Partners
New York
$354K -$113K -1,644 -24%
WRM
2274
Weybosset Research & Management
Rhode Island
$354K -$10.3K -150 -3%
AWM
2275
Arbor Wealth Management
Florida
$354K +$10.6K +147 +3%
89 90
91
92 93