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Microsoft
MSFT

Overview Fund Activity

3,123 hedge funds and large institutions have $775B invested in Microsoft in 2019 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 1,290 increasing their positions, 1,505 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,123
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
68.59%
Holding in Top 10
1,595
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+2.24%
% of All Funds
35.03%
New
91
Increased
1,290
Reduced
1,505
Closed
61
Calls
$8.45B
Puts
$11.3B
Net Calls
-$2.85B
Net Calls Change
-$2.27B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$900M
2
BlackRock
BlackRock
New York
+$809M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$713M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$649M
5
Capital International Investors
Capital International Investors
California
+$577M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$1.11B
2
TCI Fund Management
TCI Fund Management
United Kingdom
-$799M
3
Dodge & Cox
Dodge & Cox
California
-$762M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$672M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1776
Advisors Capital Management
New Jersey
$5.39M +$1.51M +10,845 +39%
PFS
1777
Physicians Financial Services
North Carolina
$5.39M -$41.7K -300 -0.8%
JFA
1778
Johanson Financial Advisors
California
$5.38M +$101K +726 +2%
HI
1779
Horizon Investments
North Carolina
$5.38M +$866K +6,228 +19%
WBG
1780
Wharton Business Group
Pennsylvania
$5.37M -$44.5K -320 -0.8%
EF
1781
Exeter Financial
Arizona
$5.37M +$604K +4,343 +13%
LCP
1782
Legacy Capital Partners
Wisconsin
$5.37M -$150K -1,080 -3%
CA
1783
Cumberland Advisors
Florida
$5.37M +$1.22M +8,770 +29%
NIP
1784
Nicholas Investment Partners
California
$5.35M – – –
NWP
1785
Northstar Wealth Partners
Connecticut
$5.34M -$57.6K -414 -1%
IC
1786
Investment Counsel
Michigan
$5.34M -$214K -1,542 -4%
PAMG
1787
Patton Albertson Miller Group
Tennessee
$5.32M -$316K -2,272 -6%
ADL
1788
Asset Dedication LLC
California
$5.32M +$194K +1,396 +4%
CIM
1789
CIM Investment Management
Pennsylvania
$5.31M +$195K +1,403 +4%
APTFM
1790
AGUR Provident & Training Funds Management
Israel
$5.31M – – –
LIM
1791
Loudon Investment Management
New Hampshire
$5.3M -$171K -1,233 -3%
VHAM
1792
Van Hulzen Asset Management
California
$5.3M +$926K +6,659 +21%
PWAP
1793
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.26M -$151K -1,089 -3%
HH
1794
HWG Holdings
Texas
$5.26M -$61.9K -445 -1%
CCWA
1795
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.24M +$2.57M +18,488 +96%
GWCM
1796
Godshalk Welsh Capital Management
Pennsylvania
$5.24M -$79.4K -571 -1%
DS
1797
Dudley & Shanley
Florida
$5.23M -$2.02M -14,530 -28%
GWS
1798
Glassman Wealth Services
Virginia
$5.21M -$361K -2,597 -6%
WIM
1799
Wittenberg Investment Management
Massachusetts
$5.2M -$2.37M -17,055 -31%
ACM
1800
AlphaCrest Capital Management
New York
$5.19M -$119K -858 -2%
70 71
72
73 74