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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 %
DAM
501
Delta Asset Management
Tennessee
$23.1M +$262K +6,383 +1%
CLOS
502
Compagnie Lombard Odier SCmA
Switzerland
$23M -$852K -20,785 -4%
BCM
503
Bridgeway Capital Management
Texas
$23M -$2.51M -61,320 -10%
BA
504
Boston Advisors
Massachusetts
$22.9M +$10.5M +256,690 +85%
PMG
505
Private Management Group
California
$22.9M -$9.64M -235,193 -30%
SF
506
Synovus Financial
Georgia
$22.9M -$634K -15,515 -3%
Jane Street
507
Jane Street
New York
$22.8M +$20.1M +490,816 +740%
PP
508
Palladium Partners
Virginia
$22.7M +$92.9K +2,266 +0.4%
BSA
509
Braun Stacey Associates
New York
$22.7M -$346K -8,435 -2%
HCM
510
Hutchinson Capital Management
California
$22.7M +$30.1K +735 +0.1%
PFM
511
Parsec Financial Management
North Carolina
$22.6M +$1.08M +26,273 +5%
UCFA
512
United Capital Financial Advisors
Texas
$22.4M +$1.48M +36,224 +7%
LMIM
513
Lockheed Martin Investment Management
Maryland
$22.4M +$11.6M +282,000 +106%
GD
514
Grandfield & Dodd
New York
$22.4M +$260K +6,338 +1%
ACM
515
Academy Capital Management
Texas
$22.3M -$96.9K -2,363 -0.4%
DADC
516
D.A. Davidson & Co
Montana
$22.2M -$2.44M -59,599 -10%
RA
517
Royce & Associates
New York
$22.2M -$2.1M -51,200 -9%
ASA
518
Armstrong Shaw Associates
Connecticut
$22.1M -$52.3M -1,276,196 -70%
BF
519
BOK Financial
Oklahoma
$22.1M -$82.1K -2,004 -0.4%
FNBOO
520
First National Bank of Omaha
Nebraska
$21.9M +$782K +19,084 +4%
TMAM
521
Tokio Marine Asset Management
Japan
$21.6M -$1.13M -27,514 -5%
AMI
522
Amica Mutual Insurance
Rhode Island
$21.3M -$2.2M -53,598 -9%
HJGA
523
Hardman Johnston Global Advisors
Connecticut
$21.2M -$124K -3,035 -0.6%
HTI
524
Hikari Tsushin Inc
Japan
$21.1M – – –
SC
525
Scotia Capital
Ontario, Canada
$21.1M +$1.17M +28,488 +6%
19 20
21
22 23