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Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPAM
2301
ICICI Prudential Asset Management
India
$242K +$242K +3,900 New
JAFL
2302
Jay A. Fishman Ltd
Michigan
$241K +$241K +3,885 New
DWM
2303
Dorchester Wealth Management
Quebec, Canada
$241K -$93.1K -1,500 -28%
EA
2304
Elm Advisors
California
$240K -$4.97K -80 -2%
LIA
2305
LBMC Investment Advisors
Tennessee
$240K -$2.3K -37 -0.9%
SIM
2306
Sadoff Investment Management
Wisconsin
$237K – – –
CCM
2307
Copeland Capital Management
Pennsylvania
$236K -$15.5K -250 -6%
NG
2308
Northstar Group
New York
$235K -$2.36K -38 -1%
RT
2309
Reliance Trust
Georgia
$234K -$25.1K -397 -10%
PCM
2310
Penserra Capital Management
California
$234K +$130K +2,105 +125%
LRIC
2311
Long Road Investment Counsel
Michigan
$232K – – –
FFW
2312
Fusion Family Wealth
New York
$231K +$231K +3,698 New
MFT
2313
Moisand Fitzgerald Tamayo
Florida
$230K -$12.4K -200 -5%
ACM
2314
AUA Capital Management
Pennsylvania
$230K +$230K +3,700 New
HCM
2315
Harvest Capital Management
New Hampshire
$229K – – –
EF
2316
Empirical Finance
Pennsylvania
$228K +$228K +3,655 New
LWA
2317
Lenox Wealth Advisors
New York
$227K -$136K -2,189 -37%
RWP
2318
RWA Wealth Partners
Massachusetts
$227K +$227K +3,658 New
VSWA
2319
Vontobel Swiss Wealth Advisors
Switzerland
$226K -$62.1K -1,000 -22%
PFC
2320
Phocas Financial Corp
California
$225K -$916K -14,738 -80%
CCM
2321
Crossvault Capital Management
Texas
$225K – – –
EARNEST Partners
2322
EARNEST Partners
Georgia
$225K +$225K +3,628 New
GWM
2323
GSB Wealth Management
Connecticut
$224K +$224K +3,600 New
CIP
2324
Capital Insight Partners
Arizona
$223K +$223K +3,587 New
KL
2325
Kinsight LLC
Alabama
$222K – – –
91 92
93
94 95