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Microsoft
MSFT

Overview Fund Activity

2,479 hedge funds and large institutions have $426B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 963 increasing their positions, 1,192 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
61.9%
Holding in Top 10
975
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.17%
% of All Funds
24.34%
New
92
Increased
963
Reduced
1,192
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$15.5B
2
BlackRock
BlackRock
New York
$36.9B
3
Bank of America
Bank of America
North Carolina
$6.5B
4
Capital Research Global Investors
Capital Research Global Investors
California
$5.95B
5
Vanguard Group
Vanguard Group
Pennsylvania
$42.6B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$23.9B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$23.1M
3
Viking Global Investors
Viking Global Investors
Connecticut
$751M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
$4.17B
5
VH
ValueAct Holdings
California
$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
2326
Jolley Asset Management
North Carolina
$321K +$12.5K +168 +4%
PI
2327
Parkside Investments
Illinois
$320K +$320K +4,300 New
Sands Capital Management
2328
Sands Capital Management
Virginia
$317K – – –
LK
2329
Lumbard & Kellner
New Hampshire
$317K – – –
11A
2330
10-15 Associates
New York
$312K -$22.6K -303 -7%
EM
2331
Emancipation Management
New York
$310K – – –
HF
2332
HRT Financial
New York
$307K -$19.8K -266 -6%
IIM
2333
Ironwood Investment Management
Massachusetts
$307K +$74 +1 +0%
NQWM
2334
Northwest Quadrant Wealth Management
Oregon
$303K +$1.43K +17 +0.5%
DPI
2335
Diversified Portfolios Inc
Michigan
$300K +$300K +4,022 New
CCM
2336
Carderock Capital Management
Maryland
$299K +$2.68K +36 +0.9%
FI
2337
FCM Investments
Texas
$298K -$283K -3,800 -49%
GS
2338
Girard Securities
California
$298K -$116K -1,554 -28%
DLG
2339
Daniel L. Goodwin
$298K – – –
I
2340
INVST
Indiana
$298K +$298K +3,997 New
BWP
2341
BSW Wealth Partners
Colorado
$297K +$4.25K +57 +1%
GCA
2342
Gideon Capital Advisors
New York
$296K +$296K +3,968 New
MWM
2343
MinichMacGregor Wealth Management
New York
$294K – – –
WCM
2344
Windsor Capital Management
Arizona
$294K – – –
BCA
2345
Bray Capital Advisors
Florida
$293K – – –
MFT
2346
Moisand Fitzgerald Tamayo
Florida
$293K +$17K +228 +6%
TG
2347
TLP Group
Illinois
$293K +$293K +3,933 New
IPAM
2348
ICICI Prudential Asset Management
India
$291K – – –
GF
2349
Goodman Financial
Texas
$290K +$290K +3,892 New
SIG
2350
Schaller Investment Group
North Carolina
$287K -$5.28M -70,800 -95%
92 93
94
95 96