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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
+$1.17B
2
State Street
State Street
Massachusetts
+$1.07B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
4
WRF
Waddell & Reed Financial
Kansas
+$644M
5
BIT
BlackRock Institutional Trust
California
+$496M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.9B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.02B
3
Invesco
Invesco
Georgia
-$417M
4
Goldman Sachs
Goldman Sachs
New York
-$363M
5
N
Natixis
France
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
376
LPL Financial
California
$49.6M +$2.46M +53,599 +5%
SCM
377
Sterling Capital Management
North Carolina
$49.4M -$63.5M -1,369,692 -56%
HPC
378
HM Payson & Co
Maine
$49.3M -$690K -14,881 -1%
HCM
379
Holland Capital Management
Illinois
$49M -$324K -6,986 -0.7%
CIBC Asset Management
380
CIBC Asset Management
Ontario, Canada
$48.9M +$2.05M +44,150 +4%
QI
381
QV Investors
Alberta, Canada
$48.8M +$2.12M +45,910 +5%
TCA
382
Taconic Capital Advisors
New York
$48.7M +$4.64M +100,000 +11%
PFC
383
Poplar Forest Capital
California
$48.3M -$69.9K -1,507 -0.1%
FWIA
384
Fort Washington Investment Advisors
Ohio
$48.1M -$18.9M -408,396 -28%
CC
385
Colrain Capital
Massachusetts
$48.1M -$6.52M -140,698 -12%
RP
386
Riverbridge Partners
Minnesota
$47.6M -$1.59M -34,251 -3%
WF
387
Welch & Forbes
Massachusetts
$47.6M +$297K +6,399 +0.6%
Zurich Cantonal Bank
388
Zurich Cantonal Bank
Switzerland
$47.1M +$4.5M +97,137 +11%
HCMT
389
Highland Capital Management (Texas)
Texas
$47.1M +$38.5M +831,075 +448%
SC
390
Saturna Capital
Washington
$47M -$92.7K -2,000 -0.2%
ZIM
391
Zacks Investment Management
Illinois
$46.9M +$6.38M +137,711 +16%
GF
392
Gabelli Funds
New York
$46.6M -$9.08M -195,900 -16%
MA
393
MUFG Americas
New York
$46.6M +$358K +7,704 +0.8%
CIM
394
Confluence Investment Management
Missouri
$46.6M +$1.28M +27,702 +3%
HEIP
395
Hudson Edge Investment Partners
New Jersey
$46.5M -$17.4M -375,281 -27%
DCM
396
Dorsal Capital Management
California
$46.4M +$46.4M +1,000,000 New
GG
397
Gofen & Glossberg
Illinois
$46.3M -$212K -4,567 -0.5%
CNB
398
City National Bank
California
$45.9M +$1.63M +35,129 +4%
AIA
399
Avalon Investment & Advisory
Texas
$45.8M +$359K +7,745 +0.8%
HNB
400
Huntington National Bank
Ohio
$45.6M +$326K +7,042 +0.7%
14 15
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