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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 %
FWSM
1901
First Wilshire Securities Management
California
$711K – – –
AI
1902
Accredited Investors
Minnesota
$710K -$38.8K -674 -5%
MLIC
1903
Mandatum Life Insurance Company
Finland
$710K – – –
MCWS
1904
McKinley Carter Wealth Services
West Virginia
$708K – – –
LD
1905
Lipe & Dalton
New York
$705K -$49K -850 -6%
ACM
1906
Avalon Capital Management
California
$704K +$704K +12,228 New
WP
1907
WealthSource Partners
California
$702K +$117K +2,035 +20%
OA
1908
Outfitter Advisors
Virginia
$699K – – –
MC
1909
Mathes Company
New York
$694K -$77.1K -1,340 -10%
BCM
1910
Brookstone Capital Management
Illinois
$694K +$62.7K +1,088 +10%
AAP
1911
Ardsley Advisory Partners
Connecticut
$691K +$691K +12,000 New
SIA
1912
Starfire Investment Advisers
Michigan
$691K +$58 +1 +0%
TDC
1913
Thompson Davis & Co
Virginia
$687K -$506K -8,782 -42%
SRSA
1914
S.R. Schill & Associates
Washington
$683K +$2.71K +47 +0.4%
GKWIM
1915
Gerber Kawasaki Wealth & Investment Management
California
$678K +$102K +1,770 +18%
BOS
1916
Bank of Stockton
California
$677K -$11.5K -200 -2%
SC
1917
Schulhoff & Co
Ohio
$677K +$3.34K +58 +0.5%
CA
1918
Cornerstone Advisory
Maryland
$675K -$15.1K -262 -2%
HHGA
1919
Halbert Hargrove Global Advisors
California
$672K -$109K -1,888 -14%
CC
1920
Capital Counsel
New York
$669K +$154K +2,666 +30%
ED
1921
Exane Derivatives
France
$669K -$1.02M -17,639 -60%
AWA
1922
AmeriServ Wealth Advisors
Pennsylvania
$667K -$60.9K -1,050 -8%
WA
1923
WESPAC Advisors
California
$660K +$660K +11,462 New
PIM
1924
Parasol Investment Management
Illinois
$659K -$19.3K -335 -3%
TWM
1925
Torch Wealth Management
Ohio
$658K +$58 +1 +0%
75 76
77
78 79