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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 %
ECM
2276
Ensemble Capital Management
California
$352K +$352K +5,111 New
TFO
2277
Tarbox Family Office
California
$350K – – –
DDPIC
2278
Deroy & Devereaux Private Investment Counsel
Michigan
$350K +$38.3K +555 +12%
MSS
2279
Mitchell Sinkler & Starr
Pennsylvania
$348K +$4.82K +70 +1%
MGAM
2280
McGowan Group Asset Management
Texas
$347K +$11.4K +165 +3%
WDL
2281
Well Done LLC
Michigan
$347K +$15.5K +225 +5%
EMG
2282
ETF Managers Group
New Jersey
$347K +$347K +5,039 New
KL
2283
Kinsight LLC
Alabama
$346K +$99.3K +1,440 +40%
HIM
2284
Hillsdale Investment Management
Ontario, Canada
$345K -$44.2K -640 -11%
OIM
2285
Opus Investment Management
Massachusetts
$345K – – –
SLG
2286
Stanley-Laman Group
Pennsylvania
$342K -$18.7K -271 -5%
FP
2287
Foundry Partners
Minnesota
$340K -$724K -10,515 -68%
AEPG
2288
American Economic Planning Group
New Jersey
$340K +$1.58K +23 +0.5%
MCM
2289
MV Capital Management
Maryland
$339K +$8.4K +122 +3%
FAG
2290
Financial Advisory Group
Texas
$338K +$207 +3 +0.1%
AWM
2291
Affinity Wealth Management
Delaware
$338K +$4.21K +61 +1%
ESBC
2292
E.S. Barr & Co
Kentucky
$338K +$14.2K +206 +4%
MUAMU
2293
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$338K +$338K +4,900 New
AIP
2294
Almanack Investment Partners
Pennsylvania
$336K +$134K +1,949 +67%
HP
2295
HT Partners
Connecticut
$331K -$207 -3 -0.1%
RPAM
2296
Rhenman & Partners Asset Management
Sweden
$330K – – –
BIM
2297
Baldwin Investment Management
Pennsylvania
$326K -$395K -5,723 -55%
ZF
2298
Zhang Financial
Michigan
$326K -$59.4K -849 -15%
RPG
2299
Risk Paradigm Group
Texas
$321K +$121K +1,761 +61%
NG
2300
Northstar Group
New York
$320K +$58.9K +855 +23%
90 91
92
93 94