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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 %
BFC
1876
Bedel Financial Consulting
Indiana
$4.58M +$68.8K +495 +2%
SB
1877
Strategic Blueprint
Georgia
$4.57M +$120K +860 +3%
AWM
1878
Aevitas Wealth Management
Massachusetts
$4.57M -$193K -1,385 -4%
SOAMC
1879
Spirit of America Management Corp
New York
$4.56M -$83.4K -600 -2%
KFP
1880
Keystone Financial Planning
Ohio
$4.56M – – –
CCM
1881
Community Capital Management
Florida
$4.54M +$1.31M +9,441 +41%
WPA
1882
Winning Points Advisors
Florida
$4.54M -$689K -5,000 -13%
HI
1883
Harrington Investments
California
$4.54M +$39.3K +283 +0.9%
NCM
1884
Northwest Capital Management
Oregon
$4.53M -$354K -2,543 -7%
IP
1885
Investment Partners
Ohio
$4.53M +$151K +1,088 +3%
PCG
1886
Private Capital Group
Connecticut
$4.53M +$380K +2,733 +9%
WP
1887
WealthPLAN Partners
Nebraska
$4.53M +$403K +2,738 +10%
GP
1888
Geneva Partners
Wisconsin
$4.52M +$38.9K +280 +0.9%
Kayne Anderson Rudnick Investment Management
1889
Kayne Anderson Rudnick Investment Management
California
$4.52M +$1.35M +9,736 +43%
GCM
1890
Gibraltar Capital Management
Oklahoma
$4.51M +$43.8K +315 +1%
BCM
1891
Brown Capital Management
Maryland
$4.5M +$33K +237 +0.7%
SIG
1892
Sargent Investment Group
Maryland
$4.49M -$34.9K -251 -0.8%
CHA
1893
Carmichael Hill & Associates
Maryland
$4.48M -$73.8K -531 -2%
AIM
1894
AIA Investment Management
Singapore
$4.48M +$4.48M +32,203 New
SW
1895
SlateStone Wealth
Florida
$4.47M +$184K +1,324 +4%
BCA
1896
Bray Capital Advisors
Florida
$4.47M -$151K -1,084 -3%
RBFC
1897
Roman Butler Fullerton & Co
Missouri
$4.45M +$402K +2,893 +10%
LSPW
1898
Lake Street Private Wealth
Illinois
$4.45M +$111K +798 +3%
CCM
1899
Copeland Capital Management
Pennsylvania
$4.45M +$3.02M +21,752 +212%
LCH
1900
Lee Capital Holdings
New York
$4.45M – – –
74 75
76
77 78