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Microsoft
MSFT

Overview Fund Activity

1,997 hedge funds and large institutions have $272B invested in Microsoft in 2014 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 751 increasing their positions, 979 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
57.98%
Holding in Top 10
717
Holding in Top 10 Change
+121
Holding in Top 10 Change %
+20.3%
% of All Funds
20.82%
New
87
Increased
751
Reduced
979
Closed
60
Calls
$3.37B
Puts
$3.55B
Net Calls
-$183M
Net Calls Change
-$1.23B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$19.1B
2
State Street
State Street
Massachusetts
$15.6B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$7.15B
4
WRF
Waddell & Reed Financial
Kansas
$1.21B
5
BIT
BlackRock Institutional Trust
California
$10.2B

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.92B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$10.6B
3
Invesco
Invesco
Georgia
$5.3B
4
Goldman Sachs
Goldman Sachs
New York
$2.11B
5
N
Natixis
France
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Shapiro Capital Management
Georgia
$78.6M -$20.9M -450,729 -21%
FFA
302
First Foundation Advisors
California
$78.4M +$30.3M +654,287 +63%
JPMPWA
303
J.P. Morgan Private Wealth Advisors
California
$78.2M +$12M +259,033 +18%
MWR
304
McAdams Wright Ragen
Washington
$77.7M -$757K -16,319 -1%
CAM
305
ClariVest Asset Management
California
$77.3M -$9M -194,040 -10%
ICM
306
IronBridge Capital Management
Illinois
$76.6M +$5.17M +111,566 +7%
FQ
307
First Quadrant
California
$76.3M +$2.02M +43,500 +3%
GH
308
GAM Holding
Switzerland
$76.1M +$2.67M +57,580 +4%
Jacobs Levy Equity Management
309
Jacobs Levy Equity Management
New Jersey
$75.8M +$1.41M +30,490 +2%
GA
310
Greenhaven Associates
New York
$75.7M -$537K -11,585 -0.7%
TU
311
TDAM USA
Ontario, Canada
$75.6M -$2.46M -53,063 -3%
OPERF
312
Oregon Public Employees Retirement Fund
Oregon
$75.2M -$709K -15,300 -0.9%
SAM
313
Shell Asset Management
Netherlands
$74.9M -$77.3K -1,668 -0.1%
William Blair & Company
314
William Blair & Company
Illinois
$74.2M +$2.14M +46,053 +3%
AACR
315
ACR Alpine Capital Research
Missouri
$74.2M -$446K -9,612 -0.6%
RCAMU
316
Rothschild & Co Asset Management US
Connecticut
$73.2M +$5.64M +121,486 +8%
TRSOTSOK
317
Teachers Retirement System of the State of Kentucky
Kentucky
$73.1M +$14.9M +322,005 +26%
GA
318
Geneva Advisors
Illinois
$73.1M +$1.03M +22,259 +1%
CB
319
Commerce Bank
Missouri
$73M +$579K +12,486 +0.8%
STC
320
SEI Trust Company
Pennsylvania
$72.6M +$10.1M +218,182 +16%
CEP
321
Chicago Equity Partners
Illinois
$72.6M -$250K -5,400 -0.3%
BCM
322
Becker Capital Management
Oregon
$72.4M +$1.8M +38,798 +3%
PC
323
Polar Capital
United Kingdom
$71.8M -$17.7M -381,653 -20%
ELC
324
Edgar Lomax Company
Virginia
$71.4M +$1.71M +36,800 +2%
SFM
325
Soros Fund Management
New York
$71.1M -$32M -689,666 -31%
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