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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 %
CCM
2301
Carderock Capital Management
Maryland
$260K 3,955 +722 +22%
PV
2302
Private Vista
Illinois
$259K 3,787 +531 +16%
OLA
2303
Oliver Luxxe Assets
New Jersey
$259K 3,939 +3,939 New
IPAM
2304
ICICI Prudential Asset Management
India
$257K 3,900 – –
SHWM
2305
Smith & Howard Wealth Management
Georgia
$257K 3,906 +3,906 New
DCM
2306
Driehaus Capital Management
Illinois
$256K 3,886 -12,523 -76%
DWM
2307
Dorchester Wealth Management
Quebec, Canada
$256K 3,883 – –
AMG
2308
Asset Management Group
Connecticut
$255K 3,868 -877 -18%
CCM
2309
Crossvault Capital Management
Texas
$255K 3,877 +250 +7%
KIM
2310
Karpus Investment Management
New York
$255K 3,872 +3,872 New
HCM
2311
Harvest Capital Management
New Hampshire
$253K 3,846 +155 +4%
NG
2312
Northstar Group
New York
$248K 3,790 +12 +0.3%
WCM
2313
Windsor Capital Management
Arizona
$248K 3,769 +3,769 New
LRIC
2314
Long Road Investment Counsel
Michigan
$246K 3,729 – –
LWA
2315
Lenox Wealth Advisors
New York
$246K 3,739 +86 +2%
MFT
2316
Moisand Fitzgerald Tamayo
Florida
$244K 3,701 – –
EF
2317
Empirical Finance
Pennsylvania
$240K 3,655 – –
TBA
2318
Train Babcock Advisors
New York
$240K 3,635 +200 +6%
PCM
2319
Penserra Capital Management
California
$239K 3,637 -148 -4%
EARNEST Partners
2320
EARNEST Partners
Georgia
$239K 3,628 – –
PFC
2321
Phocas Financial Corp
California
$238K 3,620 – –
BCM
2322
Baltimore Capital Management
Maryland
$238K 3,617 +3,617 New
WI
2323
Welch Investments
Alabama
$237K 3,597 +1,030 +40%
KL
2324
Kinsight LLC
Alabama
$236K 3,580 – –
QC
2325
QCM Cayman
Texas
$235K 3,574 -550 -13%
91 92
93
94 95