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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 %
TSS
1976
Two Sigma Securities
New York
$559K +$121K +2,100 +28%
BOS
1977
Bingham Osborn & Scarborough
California
$553K +$14.8K +257 +3%
CP
1978
Coho Partners
Pennsylvania
$553K +$56.9K +988 +11%
LA
1979
Lau Associates
Delaware
$552K – – –
LFA
1980
Landmark Financial Advisors
Kentucky
$547K -$78K -1,354 -12%
LCP
1981
Legacy Capital Partners
Wisconsin
$547K -$57.6K -1,000 -10%
DT
1982
Diversified Trust
Tennessee
$546K -$3.96M -68,863 -88%
NYLT
1983
New York Life Trust
New York
$543K +$18.3K +318 +3%
CIC
1984
Cornercap Investment Counsel
Georgia
$541K -$17.3K -300 -3%
IF
1985
IRON Financial
Illinois
$537K -$7.43K -129 -1%
GVT
1986
Genesee Valley Trust
New York
$537K -$2.48K -43 -0.5%
HFA
1987
High Falls Advisors
New York
$535K -$10.6K -184 -2%
MPIA
1988
Mountain Pacific Investment Advisers
Idaho
$533K -$18.1K -315 -3%
VCP
1989
Vista Capital Partners
Oregon
$533K +$183K +3,169 +52%
CAL
1990
Capital Advisors Ltd
Ohio
$530K – – –
RPA
1991
Rock Point Advisors
Vermont
$529K – – –
KTC
1992
Kistler-Tiffany Companies
Pennsylvania
$529K +$20.4K +355 +4%
DBG
1993
De Burlo Group
Massachusetts
$528K – – –
WC
1994
Wexford Capital
Florida
$524K – – –
CWM
1995
Cedar Wealth Management
California
$520K +$10.2K +177 +2%
VCM
1996
Vigilant Capital Management
Maine
$518K +$91.1K +1,582 +21%
NCM
1997
Nelson Capital Management
California
$516K +$145K +2,520 +39%
SFS
1998
Summit Financial Strategies
Ohio
$510K -$328K -5,699 -39%
GHAM
1999
Gilman Hill Asset Management
Connecticut
$508K -$55K -956 -10%
KA
2000
Klingman & Associates
New York
$506K – – –
78 79
80
81 82