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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$5.23B
2
Capital World Investors
Capital World Investors
California
$14.3B
3
Franklin Resources
Franklin Resources
California
$3.95B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$11.4B
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$427M
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.89B
3
Invesco
Invesco
Georgia
$5.15B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$6.86B
5
PI
Putnam Investments
Massachusetts
$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
326
IronBridge Capital Management
Illinois
$64.2M -$1.09M -26,020 -2%
BCM
327
Becker Capital Management
Oregon
$63.5M -$3.09M -74,097 -5%
ELC
328
Edgar Lomax Company
Virginia
$62.7M +$102K +2,450 +0.2%
OI
329
Oakbrook Investments
Illinois
$62.6M +$1.51M +36,150 +2%
SA
330
Smithwood Advisers
California
$62.6M +$62.6M +1,500,000 New
LWCFA
331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61.8M -$667K -15,999 -1%
AC
332
Ascend Capital
California
$61.6M -$21.2M -507,390 -26%
CBCM
333
Cook & Bynum Capital Management
Alabama
$60.7M – – –
RCAMU
334
Rothschild & Co Asset Management US
Connecticut
$60.7M -$878K -21,051 -1%
PC
335
PointState Capital
New York
$60.5M -$60.7M -1,455,000 -50%
FWIA
336
Fort Washington Investment Advisors
Ohio
$60.3M +$5.85M +140,339 +11%
PIA
337
Piedmont Investment Advisors
North Carolina
$60M +$14.2M +341,641 +31%
URS
338
Utah Retirement Systems
Utah
$59.8M -$2.79M -66,800 -4%
JPMPWA
339
J.P. Morgan Private Wealth Advisors
California
$59.5M +$749K +17,963 +1%
NB
340
Norinchukin Bank
Japan
$59.1M -$3.49M -83,728 -6%
ARC
341
Absolute Return Capital
Massachusetts
$58.6M -$7.64M -183,102 -12%
AI
342
Ariel Investments
Illinois
$58.5M +$16.1M +384,988 +38%
Connor, Clark & Lunn Investment Management (CC&L)
343
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$58.4M +$30.8M +693,100 +111%
HEIP
344
Hudson Edge Investment Partners
New Jersey
$57.5M -$620K -14,865 -1%
SRIM
345
Saratoga Research & Investment Management
California
$57.5M +$1.34M +32,142 +2%
COPPSERS
346
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$57.4M -$2.94M -70,454 -5%
EHC
347
Everett Harris & Co
California
$56.7M -$139K -3,322 -0.2%
Thrivent Financial for Lutherans
348
Thrivent Financial for Lutherans
Minnesota
$56.5M -$10.7M -256,250 -16%
SJIC
349
St. James Investment Company
Texas
$56.3M -$3.76M -90,098 -6%
STC
350
SEI Trust Company
Pennsylvania
$56.2M +$9.15M +219,433 +19%
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