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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
426
Aviance Capital Management
Florida
$34.9M -$1.9M -46,725 -5%
FT
427
Fiduciary Trust
Massachusetts
$34.8M -$286K -7,024 -0.8%
HTC
428
Haverford Trust Company
Pennsylvania
$34.7M +$5.67M +139,439 +20%
MHC
429
Meyer Handelman Company
New York
$34.4M +$761K +18,718 +2%
CI
430
Conning Inc
Connecticut
$34.4M +$7.71M +189,730 +29%
NG
431
NatWest Group
United Kingdom
$34.3M -$1.18M -29,044 -3%
UCFA
432
United Capital Financial Advisors
Texas
$33.7M +$2.82M +57,945 +9%
ACP
433
Ashfield Capital Partners
California
$33.4M +$6.43M +158,235 +24%
MAM
434
Majedie Asset Management
United Kingdom
$33.3M +$5.25M +129,059 +19%
PSUF
435
People's United Financial
Connecticut
$33.3M +$668K +16,438 +2%
GE
436
General Electric
Ohio
$32.8M +$1.58M +38,765 +5%
GCM
437
Gabalex Capital Management
New York
$32.5M +$4.07M +100,000 +14%
NLGIA
438
Nippon Life Global Investors Americas
New York
$32.2M -$1.14M -28,030 -3%
IAM
439
Impax Asset Management
New Hampshire
$32.2M -$2.23M -54,757 -6%
SCM
440
SKBA Capital Management
California
$32M +$667K +16,400 +2%
IEFM
441
IQ EQ Fund Management
Ireland
$31.7M +$1.31M +28,645 +4%
AL
442
Airain Ltd
Guernsey
$31.5M -$973K -23,940 -3%
JIC
443
Johnson Investment Counsel
Ohio
$31.5M +$265K +6,508 +0.8%
EWM
444
Evercore Wealth Management
New York
$31.4M +$957K +23,552 +3%
BPBT
445
Boston Private Bank & Trust
Massachusetts
$31.2M +$13.3K +326 +0%
SAM
446
Securian Asset Management
Minnesota
$31.2M +$820K +20,182 +3%
RIM
447
Rainier Investment Management
Washington
$31M -$977K -24,030 -3%
PA
448
Pinnacle Associates
New York
$31M +$525K +12,919 +2%
OC
449
Oppenheimer & Co
New York
$30.9M +$1.29M +31,662 +4%
VDI
450
Vaughan David Investments
Illinois
$30.8M +$300K +7,384 +1%
16 17
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