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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
+$1.51B
2
BlackRock
BlackRock
New York
+$1.39B
3
Bank of America
Bank of America
North Carolina
+$1B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$764M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$587M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.01B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$855M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$596M
5
VH
ValueAct Holdings
California
-$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTCG
1701
Pring Turner Capital Group
California
$2.36M -$76.4K -1,025 -3%
RT
1702
Rockland Trust
Massachusetts
$2.36M +$181K +2,437 +8%
SCM
1703
Sterneck Capital Management
Missouri
$2.36M +$22.7K +305 +1%
IP
1704
Investment Partners
Ohio
$2.35M +$34K +457 +1%
BCSB
1705
Bristol County Savings Bank
Massachusetts
$2.35M +$2.35M +31,514 New
BFG
1706
Beacon Financial Group
Texas
$2.34M +$314K +4,218 +16%
HA
1707
Hamel Associates
New Jersey
$2.34M -$119K -1,600 -5%
FFSOTS
1708
Fiduciary Financial Services of The Southwest
Texas
$2.33M +$220K +2,950 +10%
WCF
1709
West Coast Financial
California
$2.33M +$1.65M +22,128 +243%
VAM
1710
Verity Asset Management
North Carolina
$2.32M +$1.48M +18,313 +175%
KWMG
1711
King Wealth Management Group
Florida
$2.3M +$65.7K +881 +3%
QCG
1712
Quadrant Capital Group
Ohio
$2.28M +$38.1K +516 +2%
HIM
1713
Herald Investment Management
United Kingdom
$2.28M – – –
PCP
1714
Proficio Capital Partners
Massachusetts
$2.28M +$55K +738 +2%
DSAM
1715
Dock Street Asset Management
Florida
$2.27M +$9.31K +125 +0.4%
FIM
1716
Fruth Investment Management
Texas
$2.25M -$14.9K -200 -0.7%
LC
1717
LCNB Corp
Ohio
$2.25M -$1.12K -15 -0%
UFG
1718
United Fire Group
Iowa
$2.24M – – –
RIM
1719
Regent Investment Management
Kentucky
$2.23M -$427K -5,738 -16%
LOAMS
1720
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.21M – – –
GVT
1721
Genesee Valley Trust
New York
$2.2M +$1.67M +22,484 +316%
MVA
1722
Mount Vernon Associates
Maryland
$2.19M +$34.7K +466 +2%
CIC
1723
Cornercap Investment Counsel
Georgia
$2.19M +$1.53M +20,512 +232%
JDR
1724
Jay D. Rosenbaum
$2.18M -$171K -2,300 -7%
MWM
1725
Meridian Wealth Management
Kentucky
$2.18M -$76.8K -1,030 -3%
67 68
69
70 71