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Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$19.9B
2
State Street
State Street
Massachusetts
$16.2B
3
Coatue Management
Coatue Management
New York
$568M
4
BFA
BlackRock Fund Advisors
California
$4.89B
5
WRF
Waddell & Reed Financial
Kansas
$1.55B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.2B
2
LPC
Lone Pine Capital
Connecticut
$253M
3
Bank of America
Bank of America
North Carolina
$1.58B
4
Invesco
Invesco
Georgia
$4.92B
5
Allianz Asset Management
Allianz Asset Management
Germany
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
301
Honeywell International
North Carolina
$83.4M -$163K -3,500 -0.2%
SAM
302
Shell Asset Management
Netherlands
$82.3M +$7.2M +155,036 +10%
PIM
303
Profit Investment Management
Maryland
$81.7M -$888K -19,117 -1%
VFA
304
Virtus Fund Advisers
Connecticut
$81.5M +$1.12M +24,009 +1%
BMO
305
Beck Mack & Oliver
New York
$81M -$6.62M -142,485 -8%
BTW
306
Boston Trust Walden
Massachusetts
$80.6M -$755K -16,255 -0.9%
AACR
307
ACR Alpine Capital Research
Missouri
$80.4M +$6.04M +129,973 +8%
KCM
308
Kornitzer Capital Management
Kansas
$79.8M -$193K -4,146 -0.2%
GH
309
GAM Holding
Switzerland
$79.6M +$3.42M +73,600 +4%
AIMCA
310
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$79.5M +$13.7M +294,400 +21%
TCM
311
Tetrem Capital Management
Manitoba, Canada
$78.9M -$2.51M -54,051 -3%
JPMPWA
312
J.P. Morgan Private Wealth Advisors
California
$78.9M +$530K +11,415 +0.7%
FFA
313
First Foundation Advisors
California
$78.6M +$29K +624 +0%
RCAMU
314
Rothschild & Co Asset Management US
Connecticut
$78M +$4.14M +88,270 +6%
Jacobs Levy Equity Management
315
Jacobs Levy Equity Management
New Jersey
$78M +$1.99M +42,861 +3%
Luther King Capital Management (LKCM)
316
Luther King Capital Management (LKCM)
Texas
$77.8M -$2.44M -52,488 -3%
CAM
317
ClariVest Asset Management
California
$77.5M +$30.6K +659 +0%
NB
318
Norinchukin Bank
Japan
$77.2M +$7.32M +157,530 +10%
RFC
319
Regions Financial Corp
Alabama
$76.6M -$4.54M -97,695 -6%
FQ
320
First Quadrant
California
$76.5M +$116K +2,500 +0.2%
William Blair & Company
321
William Blair & Company
Illinois
$76.2M +$1.76M +37,949 +2%
SAM
322
Silvercrest Asset Management
New York
$75.9M -$22.3M -480,692 -23%
JFL
323
Jarislowsky, Fraser Ltd
Quebec, Canada
$74.8M +$41.5M +892,939 +125%
AI
324
Ariel Investments
Illinois
$74.6M +$12.8M +274,776 +21%
TU
325
TDAM USA
Ontario, Canada
$74.1M -$1.7M -36,550 -2%
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