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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 %
SCM
426
SKBA Capital Management
California
$32M +$5.96M +145,500 +23%
PA
427
Pinnacle Associates
New York
$31.9M -$550K -13,413 -2%
DL
428
Delta Lloyd
Netherlands
$31.8M +$6.87M +167,671 +28%
Janney Montgomery Scott
429
Janney Montgomery Scott
Pennsylvania
$31.8M +$4.56M +111,319 +17%
OC
430
Oppenheimer & Co
New York
$31.4M -$674K -16,452 -2%
AI
431
Analytic Investors
California
$31.3M +$14.7M +359,516 +89%
PSUF
432
People's United Financial
Connecticut
$31.1M -$1.6M -39,062 -5%
BC
433
Brinker Capital
Pennsylvania
$30.9M +$1.57M +38,329 +5%
BPBT
434
Boston Private Bank & Trust
Massachusetts
$30.9M -$7.3K -178 -0%
KCM
435
Kames Capital Management
United Kingdom
$30.8M – – –
IAM
436
Impax Asset Management
New Hampshire
$30.6M +$3.56M +86,949 +13%
MVP
437
Miller Value Partners
Florida
$30.2M -$8.2K -200 -0%
NLGIA
438
Nippon Life Global Investors Americas
New York
$30.1M +$1.72M +42,080 +6%
CSIC
439
Clifford Swan Investment Counsel
California
$30M +$633K +15,453 +2%
AAM
440
Advisors Asset Management
Colorado
$29.9M +$3.67M +89,415 +14%
PNC
441
Park National Corp
Ohio
$29.8M +$310K +7,564 +1%
HTC
442
Haverford Trust Company
Pennsylvania
$29.2M -$9.71M -236,911 -25%
GBCP
443
Glade Brook Capital Partners
Connecticut
$29.1M +$29.1M +710,270 New
SL
444
Summitry LLC
California
$28.9M +$5.05M +123,392 +21%
MAA
445
Matrix Asset Advisors
New York
$28.5M -$520K -12,686 -2%
BFS
446
Bradley Foster & Sargent
Connecticut
$28.2M +$1.64M +40,067 +6%
Connor, Clark & Lunn Investment Management (CC&L)
447
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28.2M -$8M -176,800 -22%
ANI
448
American National Insurance
Texas
$28M – – –
PA
449
Profund Advisors
Maryland
$28M +$351K +8,572 +1%
AIM
450
Assured Investment Management
New York
$28M +$18.6M +452,915 +197%
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