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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 %
BI
1976
Bramshill Investments
Florida
$1.03M +$1.03M +14,884 New
OIA
1977
OneDigital Investment Advisors
Kansas
$1.02M +$1.02M +14,735 New
PI
1978
PHH Investments
Texas
$1.02M -$77.6K -1,125 -7%
SXL
1979
Summit X LLC
Missouri
$1.02M +$1.02M +14,726 New
MC
1980
Matisse Capital
Oregon
$1.01M +$69 +1 +0%
FIM
1981
Friedberg Investment Management
Texas
$1.01M +$1.01M +14,630 New
HA
1982
Halsey Associates
Connecticut
$1.01M +$31K +450 +3%
MCM
1983
Manchester Capital Management
Vermont
$1M – – –
WP
1984
WealthSource Partners
California
$996K +$111K +1,606 +13%
LWM
1985
Lenox Wealth Management
Ohio
$996K +$281K +4,070 +39%
TAM
1986
Todd Asset Management
Kentucky
$990K -$80.9K -1,173 -8%
PI
1987
Pettee Investors
Connecticut
$987K – – –
CFA
1988
Cahill Financial Advisors
Minnesota
$985K -$897 -13 -0.1%
VNA
1989
VNBTrust National Association
Virginia
$971K – – –
BA
1990
Bristol Advisors
Pennsylvania
$965K +$965K +14,000 New
LGC
1991
Laurel Grove Capital
California
$961K +$24.1K +350 +3%
SWA
1992
SFMG Wealth Advisors
Texas
$958K +$115K +1,664 +14%
FCB
1993
First Command Bank
Texas
$956K +$30.7K +446 +3%
FCFS
1994
First Command Financial Services
Texas
$956K +$30.7K +446 +3%
AAM
1995
AR Asset Management
California
$951K – – –
BMC
1996
Beaton Management Company
Massachusetts
$939K +$939K +13,622 New
ANTB
1997
AMG National Trust Bank
Colorado
$938K – – –
NCM
1998
Noesis Capital Mangement
Florida
$932K -$483 -7 -0.1%
VIA
1999
Vident Investment Advisory
Georgia
$928K -$505K -7,318 -35%
SAM
2000
Security Asset Management
New York
$927K – – –
78 79
80
81 82