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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$18.9B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.5B
3
HSBC Holdings
HSBC Holdings
United Kingdom
$1.45B
4
Harris Associates
Harris Associates
Illinois
$821M
5
Capital World Investors
Capital World Investors
California
$14.5B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$6.85B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$5.63B
3
State Street
State Street
Massachusetts
$13.6B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$829M
5
CWG
C WorldWide Group
Denmark
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DVI
251
Deccan Value Investors
Connecticut
$91.8M +$91.8M +2,257,600 New
EAM
252
Edge Asset Management
Washington
$91.4M +$2.24M +55,072 +3%
RIM
253
RS Investment Management
California
$89.8M +$5.32M +130,921 +6%
VFA
254
Virtus Fund Advisers
Connecticut
$89.6M +$18.2M +448,874 +26%
M&T Bank
255
M&T Bank
New York
$88M -$1.53M -37,712 -2%
MHI
256
Miller Howard Investments
New York
$87.7M +$1.95M +48,013 +2%
HFS
257
HL Financial Services
Kentucky
$87.6M +$1.97M +48,389 +2%
SI
258
Sentry Investments
Ontario, Canada
$87.1M +$44.5M +1,095,400 +105%
Nomura Asset Management
259
Nomura Asset Management
Japan
$86.7M -$135K -3,328 -0.2%
TAM
260
Tocqueville Asset Management
New York
$86.2M -$1.96M -48,128 -2%
VNIM
261
Vaughan Nelson Investment Management
Texas
$86.1M +$8.76M +215,575 +11%
Mackenzie Financial
262
Mackenzie Financial
Ontario, Canada
$86M -$1.99M -48,975 -2%
HIMCH
263
Hartford Investment Management Co (HIMCO)
Connecticut
$85.5M -$1.05M -25,867 -1%
VRS
264
Virginia Retirement Systems
Virginia
$85.3M -$14.2M -348,067 -14%
AACR
265
ACR Alpine Capital Research
Missouri
$84.9M +$14.5M +357,624 +21%
BKBG
266
BHF Kleinwort Benson Group
Belgium
$84.2M -$1.19M -29,181 -1%
HighTower Advisors
267
HighTower Advisors
Illinois
$83.4M -$1.53M -37,680 -2%
FQ
268
First Quadrant
California
$82.8M +$15.8M +389,800 +24%
IRF
269
IBM Retirement Fund
New York
$82.5M -$113K -2,777 -0.1%
IVA
270
International Value Advisers
$82.3M -$431K -10,603 -0.5%
N
271
Natixis
France
$82M -$651K -16,021 -0.8%
SA
272
Smithwood Advisers
California
$81.3M – – –
Envestnet Asset Management
273
Envestnet Asset Management
Illinois
$81.3M +$78M +1,917,367 +2,324%
TP
274
Theleme Partners
United Kingdom
$81M – – –
EIM
275
ExxonMobil Investment Management
Texas
$80.2M +$1.2M +29,545 +2%
9 10
11
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