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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 %
LPL Financial
376
LPL Financial
California
$41.3M +$1.58M +38,489 +4%
WF
377
Welch & Forbes
Massachusetts
$41.2M -$193K -4,718 -0.5%
MA
378
MUFG Americas
New York
$40.9M -$485K -11,838 -1%
QBFM
379
QS Batterymarch Financial Management
New York
$40.8M +$3.78M +92,287 +10%
NMERB
380
New Mexico Educational Retirement Board
New Mexico
$40.7M +$40.7M +993,447 New
GCM
381
GoodHaven Capital Management
New Jersey
$40.5M – – –
MME
382
Meag Munich Ergo
Germany
$40.3M +$2.82M +68,203 +8%
ICM
383
Ionic Capital Management
New York
$40.3M +$40.3M +982,690 New
WHG
384
Westwood Holdings Group
Texas
$40.1M -$3.48M -84,979 -8%
PI
385
Placemark Investments
Illinois
$40M -$17.2M -418,710 -30%
AIA
386
Avalon Investment & Advisory
Texas
$39.7M -$295K -7,203 -0.7%
CCM
387
Coldstream Capital Management
Washington
$39.4M -$3.84M -93,596 -9%
B
388
Baird
Wisconsin
$38.9M -$684K -16,688 -2%
HHAA
389
Henry H. Armstrong Associates
Pennsylvania
$38.9M -$49.4K -1,206 -0.1%
BC
390
Bartlett & Co
Ohio
$38.9M +$121K +2,940 +0.3%
RI
391
RWWM Inc
California
$38.5M -$2.66M -64,860 -6%
VIM
392
Veritas Investment Management
United Kingdom
$38.5M +$1.41M +34,477 +4%
GG
393
Gofen & Glossberg
Illinois
$38.4M -$504K -13,161 -1%
CIM
394
Confluence Investment Management
Missouri
$38.3M +$3.11M +75,866 +9%
PI
395
PineBridge Investments
New York
$38.2M +$9.53M +232,406 +33%
GE
396
General Electric
Ohio
$38.1M -$12.1M -296,328 -24%
Commonwealth Equity Services
397
Commonwealth Equity Services
Massachusetts
$37.9M +$1.31M +32,015 +4%
CFC
398
Cincinnati Financial Corp
Ohio
$37.9M – – –
Natixis Advisors
399
Natixis Advisors
Massachusetts
$37.7M +$3.16M +77,025 +9%
QIM
400
Quantitative Investment Management
Virginia
$37.6M +$37.6M +917,200 New
14 15
16
17 18