MSFT icon

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
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
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
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
401
Veritas Investment Management
United Kingdom
$40.4M +$1.23M +29,489 +3%
CCM
402
Coldstream Capital Management
Washington
$40M -$72K -1,726 -0.2%
RI
403
RWWM Inc
California
$39.9M +$786K +18,854 +2%
Commonwealth Equity Services
404
Commonwealth Equity Services
Massachusetts
$39.9M +$1.3M +31,157 +3%
CNB
405
City National Bank
California
$39.8M +$15.8M +379,419 +66%
HHAA
406
Henry H. Armstrong Associates
Pennsylvania
$39.8M +$227K +5,433 +0.6%
TCA
407
Taconic Capital Advisors
New York
$39.6M -$4.17M -100,000 -10%
WRCM
408
Whale Rock Capital Management
Massachusetts
$39.4M +$4.44M +106,459 +13%
BC
409
Bartlett & Co
Ohio
$38.9M -$588K -14,110 -1%
CAM
410
Capstone Asset Management
Texas
$38.7M -$5.76M -138,168 -13%
CFC
411
Cincinnati Financial Corp
Ohio
$38.6M – – –
Zurich Cantonal Bank
412
Zurich Cantonal Bank
Switzerland
$38.4M +$1.88M +45,048 +5%
BFS
413
Bradley Foster & Sargent
Connecticut
$38.1M +$9.45M +226,722 +33%
STMM
414
South Texas Money Management
Texas
$36.9M +$221K +5,296 +0.6%
JIC
415
Johnson Investment Counsel
Ohio
$36.6M -$101K -2,418 -0.3%
ZIM
416
Zacks Investment Management
Illinois
$36.5M +$1.17M +28,106 +3%
WT
417
Wilmington Trust
Delaware
$36.4M +$1.04M +25,057 +3%
SFM
418
Stack Financial Management
Montana
$36.3M +$322K +7,720 +0.9%
FT
419
Fiduciary Trust
Massachusetts
$36.3M -$549K -13,168 -1%
JCM
420
Janney Capital Management
Pennsylvania
$36.1M +$2.13M +51,163 +6%
MOACM
421
Mutual of America Capital Management
New York
$36.1M -$1.03M -24,740 -3%
MNA
422
Manning & Napier Advisors
New York
$36M +$728K +17,453 +2%
B
423
Baird
Wisconsin
$34.7M -$4.88M -117,136 -12%
MHC
424
Meyer Handelman Company
New York
$34.5M -$66.7K -1,600 -0.2%
GE
425
General Electric
Ohio
$34.4M -$4.39M -105,348 -11%
15 16
17
18 19