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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 %
Toronto Dominion Bank
576
Toronto Dominion Bank
Ontario, Canada
$19.3M -$525K -11,329 -3%
CIS
577
Capital International Sarl
California
$19.3M +$18.8M +405,900 +4,019%
OPCM
578
Osborne Partners Capital Management
California
$19.2M -$233K -5,024 -1%
MFBTD
579
MB Financial Bank - Trust Department
Illinois
$19.1M +$9.84M +223,062 +106%
HS
580
Huntington Steele
Pennsylvania
$19.1M -$41.8K -901 -0.2%
AIM
581
Assured Investment Management
New York
$18.9M -$14.6M -314,068 -44%
JMH
582
J.M. Hartwell
New York
$18.8M -$1.69M -36,510 -8%
HCMT
583
Highland Capital Management (Tennessee)
Tennessee
$18.7M -$122K -2,630 -0.6%
FAM
584
Foundation Asset Management
New York
$18.5M +$18.5M +400,000 New
CCM
585
Compass Capital Management
Minnesota
$18.5M -$730K -15,745 -4%
NLI
586
Nippon Life Insurance
Japan
$18.5M +$582K +12,544 +3%
DCM
587
Destrier Capital Management
New York
$18.3M +$5.33M +115,000 +41%
IC
588
Inverness Counsel
New York
$18.3M +$847K +18,272 +5%
HTI
589
Hikari Tsushin Inc
Japan
$18.3M -$5.6M -120,900 -23%
WT
590
Whittier Trust
California
$18.3M -$24K -518 -0.1%
FIM
591
Frontier Investment Management
Texas
$18.2M -$1.82M -39,366 -9%
MJRIC
592
Mogy Joel R Investment Counsel
California
$18.2M -$425K -9,177 -2%
TAM
593
Trillium Asset Management
Massachusetts
$18.1M -$31.1K -671 -0.2%
UM
594
Ulysses Management
New York
$18M -$7.6M -163,900 -30%
WIC
595
Willis Investment Counsel
Georgia
$18M -$9.61M -207,238 -35%
MCI
596
McDonald Capital Investors
California
$17.9M -$12.6M -272,145 -41%
GHA
597
GW Henssler & Associates
Georgia
$17.7M -$51.9K -1,120 -0.3%
Jones Financial Companies
598
Jones Financial Companies
Missouri
$17.7M +$3.95M +85,240 +29%
LTFS
599
Ladenburg Thalmann Financial Services
Florida
$17.6M -$2.17M -46,750 -11%
GJIC
600
Gamble Jones Investment Counsel
California
$17.6M +$462K +9,967 +3%
22 23
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