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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
$11B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.8B
3
Asset Management One
Asset Management One
Japan
$805M
4
Vanguard Group
Vanguard Group
Pennsylvania
$32.6B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.17B

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
$0
2
Deutsche Bank
Deutsche Bank
Germany
$1.34B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.75B
4
CS
Credit Suisse
Switzerland
$1.1B
5
Franklin Resources
Franklin Resources
California
$5.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
2376
Herndon Capital Management
Georgia
$83K +$38.1K +615 +85%
JIR
2377
James Investment Research
Ohio
$82K – – –
IWC
2378
Integrated Wealth Counsel
California
$82K +$31.2K +500 +61%
AIC
2379
Ayalon Insurance Company
Israel
$81K – – –
PSW
2380
Portfolio Strategies (Washington)
Washington
$75K +$75K +1,200 New
MS
2381
Maven Securities
Jersey
$73K +$73K +1,160 New
CP
2382
Corbenic Partners
Pennsylvania
$70K – – –
DPA
2383
Delphi Private Advisors
California
$65K -$28.8K -462 -31%
MDCM
2384
Morgan Dempsey Capital Management
Wisconsin
$65K – – –
BC
2385
Barnett & Company
Tennessee
$65K – – –
SIMG
2386
Stephens Investment Management Group
Texas
$61K +$13.7K +222 +29%
HCC
2387
Hirtle Callaghan & Co
Pennsylvania
$56K -$2.08M -33,999 -97%
APSP
2388
Asset Planning Services (Pennsylvania)
Pennsylvania
$56K – – –
AIM
2389
Acrospire Investment Management
Illinois
$56K +$56K +900 New
CFD
2390
Creative Financial Designs
Indiana
$55K +$55K +877 New
PIMJS
2391
PKO Investment Management Joint-Stock
Poland
$54.1K +$54.1K +871 New
HWP
2392
Hefty Wealth Partners
Indiana
$54K – – –
FMP
2393
Financial Management Professionals
Texas
$53K -$63.4K -1,021 -54%
LYV
2394
Live Your Vision
Pennsylvania
$53K +$250 +4 +0.5%
GIC
2395
GFI Investment Counsel
Ontario, Canada
$50K +$50K +800 New
SCA
2396
Stuart Chaussee & Associates
California
$49K -$270K -4,355 -85%
CJA
2397
C-J Advisory
California
$48K – – –
CCMW
2398
Cypress Capital Management (Wyoming)
Wyoming
$45.3K – – –
BCI
2399
Brinker Capital Investments
Pennsylvania
$44K +$16.7K +270 +61%
LS
2400
Livforsakringsbolaget Skandia
Sweden
$42.7K +$35.5K +571,556 +493%
94 95
96
97 98