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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 %
VIA
1951
Vantage Investment Advisors
Pennsylvania
$976K +$440K +6,676 +82%
MC
1952
Matisse Capital
Oregon
$969K -$7.11K -108 -0.7%
IPC
1953
Independent Portfolio Consultants
Florida
$957K -$420K -6,380 -31%
MFS
1954
Madrona Financial Services
Washington
$957K +$10.9K +166 +1%
MCM
1955
Manchester Capital Management
Vermont
$956K -$32.4K -492 -3%
DCM
1956
Dialectic Capital Management
Connecticut
$952K +$952K +14,461 New
PI
1957
Pettee Investors
Connecticut
$943K – – –
CFA
1958
Cahill Financial Advisors
Minnesota
$942K +$264 +4 +0%
CPA
1959
Clear Perspective Advisors
Illinois
$942K +$259K +3,931 +38%
FNBSF
1960
First National Bank Sioux Falls
South Dakota
$940K -$3.3K -50 -0.3%
ACM
1961
Ashford Capital Management
Delaware
$938K -$1.32M -20,000 -58%
PCM
1962
Pointe Capital Management
Michigan
$938K +$183K +2,773 +24%
BCM
1963
Brookstone Capital Management
Illinois
$936K +$73K +1,109 +8%
HA
1964
Halsey Associates
Connecticut
$932K -$32.3K -490 -3%
VNA
1965
VNBTrust National Association
Virginia
$927K -$168K -2,555 -15%
SIC
1966
Schwartz Investment Counsel
Michigan
$925K -$184K -2,800 -17%
BCP
1967
Berkeley Capital Partners
Georgia
$921K -$56.2K -854 -6%
AAM
1968
AR Asset Management
California
$909K – – –
TDC
1969
Thompson Davis & Co
Virginia
$905K -$614K -9,325 -40%
RSA
1970
Robertson Stephens Advisors
California
$900K -$912K -13,836 -50%
FC
1971
Forte Capital
New York
$900K +$188K +2,860 +26%
ANTB
1972
AMG National Trust Bank
Colorado
$896K – – –
LGC
1973
Laurel Grove Capital
California
$895K – – –
NCM
1974
Noesis Capital Mangement
Florida
$891K +$299K +4,534 +50%
CWM
1975
Confluence Wealth Management
Oregon
$889K -$6.13K -93 -0.7%
77 78
79
80 81