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Microsoft
MSFT

Overview Fund Activity

1,985 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 810 increasing their positions, 893 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,985
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
57.37%
Holding in Top 10
646
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+18.97%
% of All Funds
18.67%
New
124
Increased
810
Reduced
893
Closed
74
Calls
$4.31B
Puts
$2.63B
Net Calls
+$1.68B
Net Calls Change
+$849M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$339M
4
OH
Orbis Holdings
Bermuda
+$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$297M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.33B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$942M
3
Deutsche Bank
Deutsche Bank
Germany
-$593M
4
Invesco
Invesco
Georgia
-$508M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
301
Luther King Capital Management (LKCM)
Texas
$69.5M -$3.01M -73,519 -4%
AIMCA
302
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$68.1M +$31M +755,500 +83%
Jacobs Levy Equity Management
303
Jacobs Levy Equity Management
New Jersey
$68.1M -$16.5M -402,820 -20%
CB
304
Cooke & Bieler
Pennsylvania
$67.6M -$1.74M -42,427 -3%
OPERF
305
Oregon Public Employees Retirement Fund
Oregon
$67.2M +$123K +3,000 +0.2%
First Trust Advisors
306
First Trust Advisors
Illinois
$66.8M -$43.4M -1,058,472 -39%
SAM
307
Sentinel Asset Management
Vermont
$66.7M – – –
Mitsubishi UFJ Asset Management
308
Mitsubishi UFJ Asset Management
Japan
$66M +$3.01M +73,519 +5%
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$66M +$10.2M +249,190 +18%
CC
310
Curian Capital
Colorado
$66M +$17M +413,474 +35%
MWR
311
McAdams Wright Ragen
Washington
$65.9M -$3.14M -76,647 -5%
BCM
312
Becker Capital Management
Oregon
$65.5M -$525K -12,797 -0.8%
ARC
313
Absolute Return Capital
Massachusetts
$65.1M -$19.3M -471,023 -23%
Nomura Holdings
314
Nomura Holdings
Japan
$65M +$13.1M +319,545 +25%
FIM
315
Foresters Investment Management
New York
$64.7M -$1.43M -35,000 -2%
GH
316
GAM Holding
Switzerland
$64.4M +$1.72M +42,010 +3%
ICM
317
IronBridge Capital Management
Illinois
$64.2M -$942K -22,980 -1%
ROIC
318
Route One Investment Company
California
$64.1M – – –
SAM
319
Shell Asset Management
Netherlands
$64.1M +$946K +23,075 +1%
CB
320
Commerce Bank
Missouri
$63.7M +$212K +5,169 +0.3%
LCS
321
Levin Capital Strategies
New York
$63.7M -$6.27M -152,880 -9%
CEP
322
Chicago Equity Partners
Illinois
$63.4M +$18.7M +455,535 +42%
Calamos Advisors
323
Calamos Advisors
Illinois
$63.3M +$149K +3,630 +0.2%
LCOV
324
London Company of Virginia
Virginia
$62.8M +$2.46M +60,018 +4%
AACR
325
ACR Alpine Capital Research
Missouri
$62.6M +$5.86M +142,894 +10%
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