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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 %
Federated Hermes
401
Federated Hermes
Pennsylvania
$43.8M -$6.93M -149,149 -14%
CC
402
Colrain Capital
Massachusetts
$43.7M -$4.43M -95,300 -9%
JAM
403
Jupiter Asset Management
United Kingdom
$43.3M -$2.11M -45,450 -5%
QI
404
QV Investors
Alberta, Canada
$43.1M -$6.07M -130,625 -12%
CFC
405
Cincinnati Financial Corp
Ohio
$43M – – –
Marshall Wace
406
Marshall Wace
United Kingdom
$42.6M +$42.6M +917,869 New
CCM
407
Coldstream Capital Management
Washington
$42.5M -$571K -12,283 -1%
Nomura Holdings
408
Nomura Holdings
Japan
$42.5M +$31.2M +673,583 +277%
Connor, Clark & Lunn Investment Management (CC&L)
409
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$42.4M -$2.59M -55,700 -6%
BC
410
Bartlett & Co
Ohio
$42.3M -$750K -16,146 -2%
GBCP
411
Glade Brook Capital Partners
Connecticut
$42.2M -$21.2M -457,355 -33%
ACM
412
Aviance Capital Management
Florida
$42.1M +$14.7M +315,739 +54%
SMDAM
413
Sumitomo Mitsui DS Asset Management
Japan
$42.1M -$1.67M -35,912 -4%
RAM
414
RWC Asset Management
United Kingdom
$42M +$560K +12,051 +1%
STMM
415
South Texas Money Management
Texas
$42M +$139K +3,002 +0.3%
LS
416
Livforsakringsbolaget Skandia
Sweden
$41.9M -$12.8M -276,300 -23%
CNB
417
City National Bank
California
$41.9M -$4.13M -88,882 -9%
DCM
418
Dorsal Capital Management
California
$41.8M -$4.65M -100,000 -10%
CS
419
Candriam SCA
Luxembourg
$41.6M +$41.6M +896,160 New
CI
420
Capital International
California
$41.5M +$7.71M +165,900 +23%
MNA
421
Manning & Napier Advisors
New York
$41.3M +$4.66M +100,392 +13%
WG
422
Winton Group
United Kingdom
$41.2M -$45.3M -974,425 -52%
HI
423
HBK Investments
Texas
$40.9M +$40.1M +862,750 +4,651%
Lord, Abbett & Co
424
Lord, Abbett & Co
New Jersey
$40.9M -$26.9M -578,746 -40%
CIBC Asset Management
425
CIBC Asset Management
Ontario, Canada
$40.8M -$8.19M -176,394 -17%
15 16
17
18 19