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Microsoft
MSFT

Overview Fund Activity

1,997 hedge funds and large institutions have $272B invested in Microsoft in 2014 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 751 increasing their positions, 979 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
57.98%
Holding in Top 10
717
Holding in Top 10 Change
+121
Holding in Top 10 Change %
+20.3%
% of All Funds
20.82%
New
87
Increased
751
Reduced
979
Closed
60
Calls
$3.37B
Puts
$3.55B
Net Calls
-$183M
Net Calls Change
-$1.23B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17B
2
State Street
State Street
Massachusetts
+$1.07B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
4
WRF
Waddell & Reed Financial
Kansas
+$644M
5
BIT
BlackRock Institutional Trust
California
+$496M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.9B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.02B
3
Invesco
Invesco
Georgia
-$417M
4
Goldman Sachs
Goldman Sachs
New York
-$363M
5
N
Natixis
France
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
526
D.A. Davidson & Co
Montana
$24.2M -$754K -16,278 -3%
AMI
527
Amica Mutual Insurance
Rhode Island
$24.1M – – –
AI
528
Analytic Investors
California
$24.1M -$3.54M -76,358 -13%
BSA
529
Braun Stacey Associates
New York
$24M -$341K -7,354 -1%
FGP
530
Foyston, Gordon, & Payne
Ontario, Canada
$23.9M -$2.28M -49,131 -9%
SF
531
Synovus Financial
Georgia
$23.7M -$2.1M -45,224 -8%
RG
532
Rathbones Group
United Kingdom
$23.7M +$257K +5,543 +1%
CAM
533
Centre Asset Management
New York
$23.4M -$1.9M -40,877 -8%
SIM
534
Sentry Investment Management
Wisconsin
$23.3M +$76.2K +1,644 +0.3%
CIM
535
Calvert Investment Management
Maryland
$23.2M +$11.9M +256,511 +105%
CIBC World Market
536
CIBC World Market
Ontario, Canada
$23.2M -$1.17M -25,299 -5%
ZIG
537
Zuckerman Investment Group
Illinois
$23.2M +$46.2K +997 +0.2%
WFMPM
538
Woodley Farra Manion Portfolio Management
Indiana
$23.1M +$143K +3,076 +0.6%
FMW
539
Farr Miller & Washington
District of Columbia
$23M -$260K -5,611 -1%
SIC
540
Salem Investment Counselors
North Carolina
$22.9M -$18.1K -390 -0.1%
HJGA
541
Hardman Johnston Global Advisors
Connecticut
$22.8M -$1.05M -22,700 -4%
PMG
542
Private Management Group
California
$22.8M -$2.87M -61,894 -11%
KG
543
Killen Group
Pennsylvania
$22.5M -$4.64M -100,000 -17%
UCFA
544
United Capital Financial Advisors
Texas
$22.1M -$4.28M -92,418 -16%
DMIC
545
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22M -$917K -19,772 -4%
LT
546
LJ Trust
Nevada
$21.5M – – –
RA
547
Royce & Associates
New York
$21.4M -$185K -4,000 -0.9%
SLI
548
Sumitomo Life Insurance
Japan
$21.2M -$618K -13,340 -3%
HSA
549
Hussman Strategic Advisors
Maryland
$21.2M -$2.36M -51,000 -10%
TMAM
550
Tokio Marine Asset Management
Japan
$20.9M -$2.01M -43,398 -9%
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