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Microsoft
MSFT

Overview Fund Activity

2,267 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 868 increasing their positions, 1,104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
60.58%
Holding in Top 10
844
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+15.62%
% of All Funds
22.55%
New
95
Increased
868
Reduced
1,104
Closed
64
Calls
$3.73B
Puts
$3.45B
Net Calls
+$282M
Net Calls Change
-$221M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.82B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$569M
3
State Street
State Street
Massachusetts
+$522M
4
Capital World Investors
Capital World Investors
California
+$474M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$463M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.04B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$535M
3
Macquarie Group
Macquarie Group
Australia
-$432M
4
Harris Associates
Harris Associates
Illinois
-$428M
5
Dodge & Cox
Dodge & Cox
California
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
1826
Atlas Brown
Kentucky
$943K -$1.55K -27 -0.2%
BIAS
1827
Beacon Investment Advisory Services
New Jersey
$942K +$174K +3,015 +23%
CC
1828
Cipher Capital
New York
$930K +$16.5K +286 +2%
DAS
1829
Dynamic Advisor Solutions
Arizona
$917K +$590K +10,242 +180%
FC
1830
Fayerweather Charles
$914K -$16.4K -285 -2%
CCG
1831
Cypress Capital Group
Florida
$907K -$176K -3,050 -16%
DM
1832
Diker Management
New York
$907K – – –
PCM
1833
Pointe Capital Management
Michigan
$905K -$9.27K -161 -1%
WA
1834
WealthTrust-Arizona
Arizona
$904K +$28.8K +501 +3%
MC
1835
Matisse Capital
Oregon
$899K +$115 +2 +0%
BBNB
1836
Baker Boyer National Bank
Washington
$898K +$8.64K +150 +1%
Kovitz Investment Group Partners
1837
Kovitz Investment Group Partners
Illinois
$898K +$32.6K +566 +4%
BCP
1838
Berkeley Capital Partners
Georgia
$894K -$339K -5,888 -27%
NO
1839
Ninety One
South Africa
$891K -$52.8K -916 -6%
AIM
1840
Avity Investment Management
Connecticut
$881K +$54.2K +933 +7%
ZCI
1841
Zevenbergen Capital Investments
Washington
$878K +$115K +1,990 +15%
LMAM
1842
Legg Mason Asset Management
Japan
$876K – – –
JGIA
1843
Jackson Grant Investment Advisers
Connecticut
$871K +$124K +2,149 +17%
MCM
1844
Manchester Capital Management
Vermont
$866K -$430K -7,462 -33%
RC
1845
RBF Capital
California
$864K – – –
NERM
1846
New England Research & Management
Illinois
$858K -$989K -17,175 -54%
PCA
1847
Private Capital Advisors
Connecticut
$857K – – –
TAM
1848
Todd Asset Management
Kentucky
$855K -$14.4M -250,545 -94%
RIM
1849
Regent Investment Management
Kentucky
$847K +$19.3K +335 +2%
HA
1850
Halsey Associates
Connecticut
$844K – – –
72 73
74
75 76