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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 %
LTFS
576
Ladenburg Thalmann Financial Services
Florida
$17.8M +$527K +12,651 +3%
UB
577
UMB Bank
Missouri
$17.8M -$2.15M -51,508 -11%
PL
578
Parthenon LLC
Kentucky
$17.7M -$53K -1,270 -0.3%
OCAM
579
Onex Canada Asset Management
Ontario, Canada
$17.7M +$17.7M +423,950 New
SKP
580
Sanborn Kilcollin Partners
Illinois
$17.6M +$142K +3,410 +0.8%
OPCM
581
Osborne Partners Capital Management
California
$17.5M -$263K -6,309 -1%
SBH
582
Segall Bryant & Hamill
Illinois
$17.5M +$9.93M +238,058 +132%
CCM
583
Compass Capital Management
Minnesota
$17.3M -$222K -5,325 -1%
HS
584
Huntington Steele
Pennsylvania
$17.2M +$2.43M +58,172 +16%
SM
585
Scoggin Management
New York
$17.1M +$17.1M +410,500 New
CTI
586
Community Trust & Investment
Kentucky
$17M +$787K +18,878 +5%
CCT
587
Country Club Trust
Missouri
$17M -$1.47M -35,210 -8%
PRC
588
Platte River Capital
Colorado
$16.9M -$1.54M -36,860 -8%
HCMT
589
Highland Capital Management (Tennessee)
Tennessee
$16.9M -$112K -2,690 -0.7%
GI
590
GAMCO Investors
Connecticut
$16.8M +$861K +20,640 +5%
MJRIC
591
Mogy Joel R Investment Counsel
California
$16.8M -$302K -7,235 -2%
V
592
Veritable
Delaware
$16.7M -$193K -4,621 -1%
MC
593
Martin Currie
United Kingdom
$16.7M -$488K -11,700 -3%
WTNA
594
Wilmington Trust National Association
Delaware
$16.7M -$94.7K -2,272 -0.6%
WT
595
Whittier Trust
California
$16.5M -$52.8K -1,265 -0.3%
DCM
596
Donaldson Capital Management
Indiana
$16.4M +$12.3M +295,684 +302%
MC
597
Muhlenkamp & Co
Pennsylvania
$16.4M +$78.4K +1,880 +0.5%
TAM
598
Trillium Asset Management
Massachusetts
$16.3M +$2.23M +53,502 +16%
CIP
599
Convergence Investment Partners
Florida
$16.2M +$2.73M +65,493 +20%
NEAM
600
New England Asset Management
Connecticut
$16.2M -$225K -5,400 -1%
22 23
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