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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 %
CCA
2301
Clearwater Capital Advisors
Illinois
$319K -$142K -2,030 -31%
GEM
2302
Global Endowment Management
North Carolina
$319K -$69K -1,000 -18%
EA
2303
Elm Advisors
California
$316K -$19K -275 -6%
SSA
2304
Schonfeld Strategic Advisors
New York
$314K +$314K +4,561 New
WAM
2305
Watermark Asset Management
California
$312K -$40.3K -585 -11%
RFWA
2306
RPg Family Wealth Advisory
Massachusetts
$311K – – –
HA
2307
Hays Advisory
Tennessee
$311K +$14.1K +205 +5%
RTS
2308
Round Table Services
New Jersey
$311K +$311K +4,505 New
11A
2309
10-15 Associates
New York
$310K -$2.03M -29,473 -87%
HC
2310
Hourglass Capital
Texas
$310K – – –
DA
2311
Doliver Advisors
Texas
$310K +$310K +4,498 New
ACM
2312
Alethea Capital Management
Washington
$303K +$62K +900 +26%
HF
2313
HRT Financial
New York
$302K +$18.3K +266 +6%
PV
2314
Private Vista
Illinois
$300K +$20.4K +276 +7%
SIM
2315
Sadoff Investment Management
Wisconsin
$297K +$20K +290 +7%
IGGA
2316
Iron Gate Global Advisors
Utah
$296K +$296K +4,292 New
CAAS
2317
Capital Asset Advisory Services
Michigan
$294K -$15.6K -228 -5%
WCM
2318
Windsor Capital Management
Arizona
$294K +$34.7K +504 +13%
PFGIA
2319
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$121K +1,726 +70%
PHK
2320
Point72 Hong Kong
Hong Kong
$294K +$294K +4,265 New
LK
2321
Lumbard & Kellner
New Hampshire
$293K – – –
Sands Capital Management
2322
Sands Capital Management
Virginia
$293K – – –
AIA
2323
Arbor Investment Advisors
North Carolina
$293K +$8.01K +116 +3%
PCM
2324
Penserra Capital Management
California
$292K +$41.7K +606 +17%
JAFL
2325
Jay A. Fishman Ltd
Michigan
$288K +$8.41K +122 +3%
91 92
93
94 95