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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
BlackRock
New York
$31B
2
Vanguard Group
Vanguard Group
Pennsylvania
$35.5B
3
Citadel Advisors
Citadel Advisors
Florida
$547M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$534M
5
Capital World Investors
Capital World Investors
California
$22.2B

Top Sellers

1
VH
ValueAct Holdings
California
$1.52B
2
Franklin Resources
Franklin Resources
California
$4.79B
3
LPC
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$8.13B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1876
EP Wealth Advisors
California
$1.22M -$106K -1,611 -8%
HIC
1877
Harvey Investment Company
Kentucky
$1.22M +$41.3K +627 +4%
DAS
1878
Dynamic Advisor Solutions
Arizona
$1.22M +$123K +1,871 +11%
AMIM
1879
Aull & Monroe Investment Management
Alabama
$1.21M -$11.5K -175 -0.9%
FNB
1880
Farmers National Bank
Kentucky
$1.21M -$6.62K -115 -0.5%
SFM
1881
Signet Financial Management
New Jersey
$1.21M +$551K +8,371 +84%
NED
1882
Nancy E. Dempze
$1.21M +$272K +4,140 +29%
CMANY
1883
Capital Management Associates (New York)
New York
$1.2M -$13.2K -200 -1%
AC
1884
Addison Capital
Pennsylvania
$1.19M -$101K -1,536 -8%
VFM
1885
Viking Fund Management
North Dakota
$1.19M – – –
LSC
1886
Lesa Sroufe & Co
Washington
$1.18M -$1.71K -26 -0.1%
SGCA
1887
Steel Grove Capital Advisors
Tennessee
$1.18M +$254K +3,850 +27%
PAS
1888
Partnervest Advisory Services
California
$1.17M -$3.62K -55 -0.3%
PM
1889
Precept Management
Texas
$1.17M -$237K -3,600 -17%
QCMC
1890
Quantum Capital Management (California)
California
$1.17M -$471K -7,152 -29%
IAS
1891
IMA Advisory Services
Colorado
$1.17M +$6.46K +98 +0.6%
DW
1892
Domani Wealth
Pennsylvania
$1.17M -$45.1K -685 -4%
IFS
1893
Ifrah Financial Services
Arkansas
$1.17M -$43.5K -661 -4%
HHGA
1894
Halbert Hargrove Global Advisors
California
$1.17M +$329K +5,001 +39%
TIP
1895
Torray Investment Partners
Maryland
$1.16M +$265K +4,031 +30%
TNAM
1896
Terra Nova Asset Management
New York
$1.16M -$115K -1,742 -9%
HFM
1897
Hartford Financial Management
Connecticut
$1.15M +$71.1K +1,080 +7%
SIC
1898
SFE Investment Counsel
California
$1.14M -$101K -1,540 -8%
IIC
1899
Integrated Investment Consultants
Michigan
$1.14M – – –
BKA
1900
Brick & Kyle Associates
Pennsylvania
$1.14M +$409K +6,205 +56%
74 75
76
77 78