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Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1951
Regent Investment Management
Kentucky
$923K +$9.32K +150 +1%
BCP
1952
Berkeley Capital Partners
Georgia
$922K -$42.7K -687 -4%
MC
1953
Matisse Capital
Oregon
$921K -$49.3K -793 -5%
BIAS
1954
Beacon Investment Advisory Services
New Jersey
$917K -$99.1K -1,594 -10%
UF
1955
Univest Financial
Pennsylvania
$911K +$566K +9,100 +164%
HA
1956
Halsey Associates
Connecticut
$910K – – –
AIM
1957
Avity Investment Management
Connecticut
$898K -$45.3K -729 -5%
TAM
1958
Todd Asset Management
Kentucky
$893K -$30.4K -489 -3%
MFS
1959
Madrona Financial Services
Washington
$892K +$12.5K +201 +1%
FNBSF
1960
First National Bank Sioux Falls
South Dakota
$890K -$14.4K -232 -2%
PI
1961
Pettee Investors
Connecticut
$890K – – –
CFA
1962
Cahill Financial Advisors
Minnesota
$888K +$87.3K +1,404 +11%
BL
1963
Balentine LLC
Georgia
$887K +$27.6K +444 +3%
RFA
1964
Reilly Financial Advisors
California
$884K +$87.8K +1,413 +11%
FPB
1965
First PREMIER Bank
South Dakota
$883K -$12.4K -200 -1%
BRC
1966
Bell Rock Capital
Delaware
$881K +$881K +14,191 New
NED
1967
Nancy E. Dempze
$880K +$14.3K +230 +2%
EMG
1968
Ellington Management Group
Connecticut
$876K +$876K +14,100 New
RVPG
1969
Relative Value Partners Group
$872K +$249 +4 +0%
SGCA
1970
Steel Grove Capital Advisors
Tennessee
$871K +$10.6K +170 +1%
KCPG
1971
Kavar Capital Partners Group
Kansas
$861K +$1.24K +20 +0.1%
AAM
1972
AR Asset Management
California
$858K -$18.7K -300 -2%
BHB
1973
Bank Hapoalim BM
Israel
$852K +$26.4K +425 +3%
TIP
1974
Torray Investment Partners
Maryland
$847K +$12.6K +202 +2%
UAS
1975
United Asset Strategies
New York
$845K -$28.6K -460 -3%
77 78
79
80 81