MSFT icon

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 %
EIA
576
Edgemoor Investment Advisors
Maryland
$20.8M +$201K +4,321 +1%
AFG
577
American Financial Group
Ohio
$20.7M – – –
NIM
578
Nexus Investment Management
Ontario, Canada
$20.7M -$244K -5,250 -1%
PP
579
Prospector Partners
Connecticut
$20.4M -$209K -4,500 -1%
CFB
580
Cullen/Frost Bankers
Texas
$20.3M +$191K +4,120 +1%
SLI
581
Sumitomo Life Insurance
Japan
$20.2M -$1.09M -23,500 -5%
IC
582
Inverness Counsel
New York
$20M +$1.71M +36,771 +9%
GLA
583
Great Lakes Advisors
Illinois
$20M +$4.31M +92,879 +27%
Voloridge Investment Management
584
Voloridge Investment Management
Florida
$20M +$9.64M +207,565 +93%
MLL
585
Moody Lynn & Lieberson
Massachusetts
$19.9M -$511K -11,004 -3%
IIM
586
Intact Investment Management
Quebec, Canada
$19.9M +$7.9M +170,000 +66%
PL
587
Parthenon LLC
Kentucky
$19.8M -$16.3K -350 -0.1%
AIP
588
Ameritas Investment Partners
Nebraska
$19.6M +$34K +733 +0.2%
GIA
589
Guyasuta Investment Advisors
Pennsylvania
$19.5M -$356K -7,655 -2%
ISL
590
Ingalls & Snyder LLC
New York
$19.3M -$719K -15,487 -4%
SCM
591
Shelton Capital Management
Colorado
$19.2M +$2.89M +62,216 +18%
CAN
592
Cetera Advisor Networks
California
$19.2M -$1.41M -30,313 -7%
ST
593
Spot Trading
Illinois
$19.2M -$33.4M -719,541 -64%
ACM
594
Argent Capital Management
Missouri
$19.1M +$2.41M +51,798 +14%
HS
595
Huntington Steele
Pennsylvania
$19M -$142K -3,050 -0.7%
OPCM
596
Osborne Partners Capital Management
California
$19M -$261K -5,612 -1%
BCM
597
Bluefin Capital Management
New York
$19M +$6.19M +133,169 +48%
AIM
598
Artemis Investment Management
United Kingdom
$19M +$5.29M +113,964 +39%
FIM
599
Frontier Investment Management
Texas
$18.7M +$530K +11,487 +3%
GJIC
600
Gamble Jones Investment Counsel
California
$18.6M +$985K +21,201 +6%
22 23
24
25 26