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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 %
IF
2401
Ironwood Financial
Arizona
$39K -$3.09K -50 -7%
OHS
2402
Odey Holdings (Switzerland)
Switzerland
$37K -$98K -1,597 -73%
WCM
2403
Wealthcare Capital Management
Virginia
$34K -$2.07K -33 -6%
AWMS
2404
Advocacy Wealth Management Services
Georgia
$31K -$5.65K -90 -15%
IR
2405
Invictus RG
Bermuda
$25K +$10.3K +167 +70%
LA
2406
Legacy Advisors
Pennsylvania
$21K +$21K +350 New
KLI
2407
Kelman-Lazarov Inc
Tennessee
$15.6K -$8.7K -140 -36%
RCG
2408
Ruggie Capital Group
Florida
$14K – – –
AWA
2409
Artemis Wealth Advisors
New York
$14K +$14K +221 New
WAP
2410
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
OSAM
2411
O'Shaughnessy Asset Management
Connecticut
$10K -$1.05K -16 -9%
OAJ
2412
Ogorek Anthony Joseph
New York
$8K – – –
GWA
2413
Guidant Wealth Advisors
Illinois
$6K – – –
BCMIO
2414
Beacon Capital Management Inc (Ohio)
Ohio
$5K -$103K -1,552 -95%
RI
2415
Redwood Investments
Massachusetts
$5K – – –
SLF
2416
Sun Life Financial
Ontario, Canada
$4.18K +$4.18K +260 New
TP
2417
Truvvo Partners
New York
$2.73K – – –
JT
2418
Jump Trading
Illinois
$2K -$413K -7,841 -100%
FPF
2419
FNY Partners Fund
New York
$1.08K +$1.08K +17,300 New
CIM
2420
Contravisory Investment Management
Massachusetts
$1K – – –
PK
2421
Pflug Koory
Nebraska
$932 +$932 +14,575 New
GVT
2422
Genesee Valley Trust
New York
$465 -$114 -1,835 -20%
AWM
2423
Arbor Wealth Management
Florida
$292 -$17 -265 -6%
BFM
2424
Boothbay Fund Management
New York
$242 -$639 -10,282 -73%
MTB
2425
Mizuho Trust & Banking
Japan
– -$703M -12,200,244 Closed
95 96
97
98 99