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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 %
GKWIM
1926
Gerber Kawasaki Wealth & Investment Management
California
$1.05M +$230K +3,505 +28%
PI
1927
PHH Investments
Texas
$1.04M -$548K -8,313 -34%
RFA
1928
Reilly Financial Advisors
California
$1.04M +$106K +1,614 +11%
WG
1929
Welch Group
Alabama
$1.04M -$233K -3,537 -18%
DM
1930
Diker Management
New York
$1.04M – – –
LA
1931
Lau Associates
Delaware
$1.04M +$405K +6,152 +64%
RCA
1932
Rowland Carmichael Advisors
Arizona
$1.04M -$180K -2,727 -15%
NERM
1933
New England Research & Management
Illinois
$1.03M +$46.2K +702 +5%
BL
1934
Balentine LLC
Georgia
$1.03M +$87.8K +1,333 +9%
PK
1935
Pflug Koory
Nebraska
$1.03M +$65.9K +1,000 +7%
WA
1936
WealthTrust-Arizona
Arizona
$1.02M -$33.1K -502 -3%
TAM
1937
Todd Asset Management
Kentucky
$1.02M +$77.2K +1,173 +8%
FP
1938
Foundry Partners
Minnesota
$1.02M -$480K -7,291 -32%
RVPG
1939
Relative Value Partners Group
$1.01M +$91.8K +1,396 +10%
SS
1940
Simplicity Solutions
Minnesota
$1.01M +$121K +1,836 +14%
RW
1941
REDW Wealth
New Mexico
$1M -$201K -3,054 -17%
FPA
1942
Fieldpoint Private Advisors
New York
$995K -$4.55M -69,055 -82%
RCG
1943
Ruane, Cunniff & Goldfarb
New York
$994K -$41.7K -633 -4%
RC
1944
RBF Capital
California
$988K – – –
VOAM
1945
Vertex One Asset Management
British Columbia, Canada
$988K +$988K +15,000 New
PCA
1946
Private Capital Advisors
Connecticut
$980K – – –
PHAM
1947
Palisades Hudson Asset Management
Florida
$979K -$141K -2,136 -13%
NCM
1948
Nelson Capital Management
California
$977K -$52.7K -800 -5%
PP
1949
PagnatoKarp Partners
Virginia
$976K -$83.6K -1,270 -8%
CM
1950
Churchill Management
California
$976K +$122K +1,855 +14%
76 77
78
79 80