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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 %
AMG
2376
Asset Management Group
Connecticut
$233K -$33.6K -488 -13%
MMH
2377
Menora Mivtachim Holdings
Israel
$229K -$13.8M -199,680 -98%
I2I
2378
Insight 2811 Inc
Illinois
$229K -$2.21K -32 -1%
LWA
2379
Lowe Wealth Advisors
Maryland
$228K – – –
CFN
2380
Cordasco Financial Network
Florida
$227K -$1.79K -26 -0.8%
NI
2381
NFC Investments
Tennessee
$227K – – –
ACM
2382
Avalon Capital Management
California
$226K -$1.38K -20 -0.6%
OCAM
2383
Onex Canada Asset Management
Ontario, Canada
$225K -$1.38K -20 -0.6%
CCM
2384
Copeland Capital Management
Pennsylvania
$221K -$13.1K -190 -6%
TCM
2385
Towercrest Capital Management
Pennsylvania
$218K – – –
ACP
2386
Arcus Capital Partners
Georgia
$218K +$3.11K +45 +1%
LFR
2387
Lehman Financial Resources
Pennsylvania
$216K – – –
GBBWRPM
2388
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$214K +$10.9K +158 +5%
CWM
2389
Catamount Wealth Management
Connecticut
$213K +$69 +1 +0%
CF
2390
Corrigan Financial
Rhode Island
$212K +$212K +3,082 New
FAM
2391
Fenimore Asset Management
New York
$211K +$211K +3,056 New
BFG
2392
Barber Financial Group
Kansas
$211K +$211K +3,068 New
FFW
2393
Fusion Family Wealth
New York
$210K -$1.59K -23 -0.7%
SFG
2394
StrategIQ Financial Group
Indiana
$210K +$210K +3,053 New
CPP
2395
Crow Point Partners
Massachusetts
$208K -$65.7K -960 -24%
CCA
2396
Conservest Capital Advisors
Pennsylvania
$208K -$20.8K -302 -9%
ALIONA
2397
Allianz Life Insurance of North America
Minnesota
$208K +$208K +2,940 New
OC
2398
Oakmont Corp
California
$207K +$207K +3,000 New
PP
2399
Pension Partners
New York
$207K +$207K +3,000 New
BSG
2400
Black Swift Group
Colorado
$207K +$207K +3,000 New
94 95
96
97 98