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Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$726M
2
State Street
State Street
Massachusetts
+$566M
3
Coatue Management
Coatue Management
New York
+$467M
4
BFA
BlackRock Fund Advisors
California
+$446M
5
WRF
Waddell & Reed Financial
Kansas
+$339M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$862M
2
LPC
Lone Pine Capital
Connecticut
-$784M
3
Bank of America
Bank of America
North Carolina
-$553M
4
Invesco
Invesco
Georgia
-$398M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFMPM
551
Woodley Farra Manion Portfolio Management
Indiana
$23.5M +$326K +7,013 +1%
FGP
552
Foyston, Gordon, & Payne
Ontario, Canada
$23.4M -$515K -11,095 -2%
SBH
553
Segall Bryant & Hamill
Illinois
$23.4M +$3.75M +80,675 +19%
GCM
554
Grandmaster Capital Management
California
$23.2M -$5.14M -110,648 -18%
AR
555
Advisory Research
Illinois
$23.2M -$1.46M -31,367 -6%
ACA
556
Anchor Capital Advisors
Massachusetts
$23.1M -$1.31M -28,097 -5%
ZIG
557
Zuckerman Investment Group
Illinois
$23.1M -$114K -2,453 -0.5%
SC
558
Scotia Capital
Ontario, Canada
$23M -$2.92M -62,955 -11%
SIC
559
Salem Investment Counselors
North Carolina
$23M +$34.1K +735 +0.1%
CIA
560
CCM Investment Advisers
South Carolina
$22.8M +$2.06M +44,312 +10%
HJGA
561
Hardman Johnston Global Advisors
Connecticut
$22.6M -$296K -6,380 -1%
DCM
562
Donaldson Capital Management
Indiana
$22.3M +$1.44M +30,989 +7%
RA
563
Royce & Associates
New York
$22.3M +$859K +18,500 +4%
DMIC
564
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22M – – –
UB
565
UMB Bank
Missouri
$21.9M +$562K +12,102 +3%
FCI
566
Financial Counselors Inc
Kansas
$21.3M +$1.13M +24,226 +6%
Victory Capital Management
567
Victory Capital Management
Texas
$21.2M +$17.1M +368,645 +421%
FCH
568
Freestone Capital Holdings
Washington
$21M +$599K +12,888 +3%
HT
569
HAP Trading
New York
$21M +$16.6M +356,700 +371%
TMAM
570
Tokio Marine Asset Management
Japan
$21M +$18.3K +393 +0.1%
CTI
571
Community Trust & Investment
Kentucky
$20.9M +$703K +15,138 +3%
DADC
572
D.A. Davidson & Co
Montana
$20.9M -$3.32M -71,581 -14%
BAM
573
Barrett Asset Management
New York
$20.9M – – –
SIP
574
Stoneridge Investment Partners
Pennsylvania
$20.9M +$15.8M +340,195 +309%
CEI
575
Clark Estates Inc
New York
$20.9M -$4.98M -107,200 -19%
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