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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
+$726M
2
State Street
State Street
Massachusetts
+$566M
3
Coatue Management
Coatue Management
New York
+$467M
4
BFA
BlackRock Fund Advisors
California
+$446M
5
WRF
Waddell & Reed Financial
Kansas
+$339M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$862M
2
LPC
Lone Pine Capital
Connecticut
-$784M
3
Bank of America
Bank of America
North Carolina
-$553M
4
Invesco
Invesco
Georgia
-$398M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
351
Delta Lloyd
Netherlands
$58.2M +$455K +9,805 +0.8%
B
352
BP
United Kingdom
$58.1M +$6.41M +138,000 +12%
LCS
353
Levin Capital Strategies
New York
$57.9M -$96.6K -2,080 -0.2%
SCM
354
Shapiro Capital Management
Georgia
$57.7M -$21.1M -454,822 -27%
DCLA
355
Douglas C. Lane & Associates
New York
$57.5M -$170K -3,668 -0.3%
CI
356
Cincinnati Insurance
Ohio
$57M – – –
Mitsubishi UFJ Asset Management
357
Mitsubishi UFJ Asset Management
Japan
$56.8M -$4.81M -102,918 -8%
MAM
358
Martingale Asset Management
Massachusetts
$56.5M +$2.49M +53,521 +5%
RIG
359
Roosevelt Investment Group
New York
$56.5M +$12.8M +275,774 +29%
FWIA
360
Fort Washington Investment Advisors
Ohio
$55.5M +$7.34M +157,960 +15%
AC
361
Avenir Corporation
Virginia
$55.1M -$586K -12,620 -1%
FIM
362
Foresters Investment Management
New York
$54.7M +$186K +4,000 +0.3%
SW
363
SVB Wealth
Massachusetts
$54.4M +$54.4M +1,171,908 New
CBOA
364
Commonwealth Bank of Australia
Australia
$53.8M -$9.87M -212,587 -15%
DILH
365
Dai-ichi Life Holdings
Japan
$53M -$957K -20,596 -2%
AIA
366
Avalon Investment & Advisory
Texas
$52.8M +$6.87M +147,847 +15%
WHG
367
Westwood Holdings Group
Texas
$52.6M +$701K +15,090 +1%
AC
368
Ascend Capital
California
$52.1M -$16.6M -356,739 -24%
LPL Financial
369
LPL Financial
California
$51M +$776K +16,710 +2%
WRCM
370
Whale Rock Capital Management
Massachusetts
$50.6M -$536K -11,537 -1%
CC
371
Carlson Capital
Texas
$50.3M -$5.5M -118,417 -10%
WA
372
Wasatch Advisors
Utah
$50M -$47.2M -1,017,126 -49%
ZIM
373
Zacks Investment Management
Illinois
$49.4M +$2.37M +51,085 +5%
CWM
374
CIBC World Markets
New York
$48.8M +$48.8M +1,050,000 New
HNB
375
Huntington National Bank
Ohio
$48.8M +$3.1M +66,695 +7%
13 14
15
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