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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 %
PIM
601
Partner Investment Management
California
$18.6M +$8.36M +180,017 +82%
HTI
602
Hikari Tsushin Inc
Japan
$18.3M – – –
WT
603
Whittier Trust
California
$18.3M -$39.3K -846 -0.2%
PL
604
Perpetual Ltd
Australia
$18.1M -$1.84M -39,675 -9%
JMH
605
J.M. Hartwell
New York
$18M -$837K -18,011 -4%
BHC
606
Bowen Hanes & Co
Florida
$18M +$17.2M +371,285 +2,323%
NLI
607
Nippon Life Insurance
Japan
$18M -$542K -11,666 -3%
HCMT
608
Highland Capital Management (Tennessee)
Tennessee
$17.9M -$797K -17,155 -4%
Walleye Trading
609
Walleye Trading
New York
$17.9M +$17.9M +384,492 New
CCM
610
Compass Capital Management
Minnesota
$17.8M -$695K -14,964 -4%
TAM
611
Trillium Asset Management
Massachusetts
$17.8M -$314K -6,765 -2%
FAM
612
Foundation Asset Management
New York
$17.8M -$802K -17,271 -4%
GIM
613
Gyrus Investment Management
Ontario, Canada
$17.7M +$557K +12,000 +3%
FAM
614
Foxhaven Asset Management
Virginia
$17.7M +$17.7M +381,350 New
GHA
615
GW Henssler & Associates
Georgia
$17.7M -$26.3K -567 -0.1%
MJRIC
616
Mogy Joel R Investment Counsel
California
$17.7M -$555K -11,950 -3%
Jones Financial Companies
617
Jones Financial Companies
Missouri
$17.5M -$242K -5,206 -1%
AIA
618
Affinity Investment Advisors
California
$17.4M +$1.65M +35,480 +10%
PMG
619
Private Management Group
California
$17.4M -$5.43M -116,929 -24%
SSG
620
Summit Securities Group
New York
$17.4M +$6.94M +149,328 +67%
SCM
621
Suffolk Capital Management
New York
$17.3M +$1.48M +31,763 +9%
MC
622
Martin Currie
United Kingdom
$17.3M +$1.01M +21,800 +6%
CCM
623
Cadence Capital Management
Massachusetts
$17.2M -$8.24M -177,294 -32%
MTC
624
McDaniel Terry & Co
Texas
$17.2M +$135K +2,897 +0.8%
CII
625
Capital International Inc
California
$17.2M +$4.17M +89,800 +32%
23 24
25
26 27