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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 %
BA
501
Boston Advisors
Massachusetts
$24M +$632K +15,153 +3%
HIMC
502
Heritage Investors Management Corp
Maryland
$23.9M -$917K -21,988 -4%
DAM
503
Delta Asset Management
Tennessee
$23.8M +$296K +7,092 +1%
BF
504
BOK Financial
Oklahoma
$23.8M +$1.34M +32,081 +6%
UCFA
505
United Capital Financial Advisors
Texas
$23.7M +$880K +21,098 +4%
BCM
506
Bridgeway Capital Management
Texas
$23.7M +$299K +7,175 +1%
FGP
507
Foyston, Gordon, & Payne
Ontario, Canada
$23.5M -$1.22M -29,312 -5%
LWCA
508
Locust Wood Capital Advisers
New York
$23.4M -$879K -21,089 -4%
CEI
509
Clark Estates Inc
New York
$23.4M -$167K -4,000 -0.7%
ACM
510
Aviance Capital Management
Florida
$23.4M +$2.35M +56,292 +11%
HCM
511
Hutchinson Capital Management
California
$23.3M +$280K +6,725 +1%
AAA
512
Alpine Associates Advisors
New Jersey
$23.3M -$455K -10,900 -2%
AR
513
Advisory Research
Illinois
$23.2M -$947K -22,719 -4%
SF
514
Synovus Financial
Georgia
$23.2M -$105K -2,524 -0.5%
UM
515
Ulysses Management
New York
$23.1M -$2M -48,000 -8%
PMG
516
Private Management Group
California
$23.1M -$205K -4,916 -0.9%
EGM
517
Espalier Global Management
New York
$22.9M +$22.9M +550,000 New
PFM
518
Parsec Financial Management
North Carolina
$22.9M -$105K -2,527 -0.5%
PP
519
Palladium Partners
Virginia
$22.8M -$324K -7,760 -1%
CAM
520
Centre Asset Management
New York
$22.7M -$2.44M -58,490 -10%
FNBOO
521
First National Bank of Omaha
Nebraska
$22.5M +$302K +7,253 +1%
ACM
522
Academy Capital Management
Texas
$22.5M -$201K -4,814 -0.9%
GD
523
Grandfield & Dodd
New York
$22.5M -$275K -6,599 -1%
DADC
524
D.A. Davidson & Co
Montana
$22.5M -$148K -3,539 -0.7%
SC
525
Scotia Capital
Ontario, Canada
$22.5M +$988K +23,667 +5%
19 20
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