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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$3.26B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.73B
5
LPC
Lone Pine Capital
Connecticut
+$668M

Top Sellers

1
State Street
State Street
Massachusetts
-$739M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$649M
3
Barclays
Barclays
United Kingdom
-$597M
4
Franklin Resources
Franklin Resources
California
-$504M
5
GIM
Generation Investment Management
United Kingdom
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
1951
Grove Bank & Trust
Florida
$1.11M +$281K +4,079 +34%
PP
1952
PagnatoKarp Partners
Virginia
$1.11M +$83.1K +1,206 +8%
CPA
1953
Clear Perspective Advisors
Illinois
$1.1M +$117K +1,703 +12%
CC
1954
Cognios Capital
Kansas
$1.1M -$2.87M -41,632 -72%
SIC
1955
SFE Investment Counsel
California
$1.09M -$102K -1,479 -9%
CWM
1956
Concert Wealth Management
California
$1.09M -$5.98M -86,764 -85%
BBNB
1957
Baker Boyer National Bank
Washington
$1.09M -$10.3K -150 -0.9%
DM
1958
Diker Management
New York
$1.09M – – –
LA
1959
Lau Associates
Delaware
$1.08M -$2.76K -40 -0.3%
FNBSF
1960
First National Bank Sioux Falls
South Dakota
$1.08M +$94.2K +1,365 +10%
BCM
1961
Brookstone Capital Management
Illinois
$1.08M +$98K +1,421 +10%
FI
1962
FormulaFolio Investments
Michigan
$1.07M -$29K -420 -3%
PK
1963
Pflug Koory
Nebraska
$1.07M – – –
VOAM
1964
Vertex One Asset Management
British Columbia, Canada
$1.07M +$34.5K +500 +3%
PA
1965
Planning Alternatives
Michigan
$1.07M +$239K +3,465 +29%
PAS
1966
Park Avenue Securities
New York
$1.07M +$1.07M +15,330 New
AIM
1967
ARK Investment Management
Florida
$1.05M +$501K +7,269 +91%
NCM
1968
Nelson Capital Management
California
$1.05M +$27.6K +400 +3%
WA
1969
WealthTrust-Arizona
Arizona
$1.04M -$32K -465 -3%
CA
1970
Capital Advantage
California
$1.04M -$121K -1,752 -10%
PHAM
1971
Palisades Hudson Asset Management
Florida
$1.03M +$9.03K +131 +0.9%
RW
1972
REDW Wealth
New Mexico
$1.03M -$18K -261 -2%
MFS
1973
Madrona Financial Services
Washington
$1.03M +$26.5K +384 +3%
IPC
1974
Independent Portfolio Consultants
Florida
$1.03M +$24.9K +361 +2%
PCA
1975
Private Capital Advisors
Connecticut
$1.03M – – –
77 78
79
80 81