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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
626
Farmers & Merchants Investments Inc
Nebraska
$13.4M +$409K +10,053 +3%
UM
627
Ulysses Management
New York
$13.4M – – –
Jones Financial Companies
628
Jones Financial Companies
Missouri
$13.3M -$1.97M -48,453 -13%
VIMU
629
Veritas Investment Management (UK)
United Kingdom
$13.3M +$3.78M +92,921 +40%
RBA
630
Richard Bernstein Advisors
New York
$13.3M – – –
CC
631
Cornerstone Capital
California
$13.2M -$94.5K -2,325 -0.7%
MSU
632
Mizuho Securities USA
New York
$13.1M -$1.54M -37,825 -10%
SCM
633
Smead Capital Management
Arizona
$13.1M +$13.1M +322,328 New
SBCM
634
Schwerin Boyle Capital Management
Massachusetts
$13M +$2.05M +50,449 +19%
SPC
635
Stewart & Patten Company
California
$13M -$588K -14,465 -4%
MG
636
Markel Group
Virginia
$12.9M -$20.3M -500,000 -61%
FFIC
637
First Fiduciary Investment Counsel
Ohio
$12.9M +$808K +19,876 +7%
SM
638
Stratton Management
Pennsylvania
$12.8M -$92.7K -2,280 -0.7%
RJT
639
Raymond James Trust
Florida
$12.8M +$344K +8,470 +3%
GIM
640
Greystone Investment Management
Ohio
$12.7M -$308K -7,584 -2%
HCMNY
641
Howard Capital Management (New York)
New York
$12.7M -$168K -4,139 -1%
STI
642
Susquehanna Trust & Investment
Pennsylvania
$12.7M +$216K +5,320 +2%
OA
643
Oak Associates
Ohio
$12.6M +$732K +18,000 +6%
APFBOT
644
Amica Pension Fund Board of Trustees
Rhode Island
$12.6M – – –
TIM
645
Thompson Investment Management
Wisconsin
$12.6M +$418K +10,271 +3%
PAM
646
Palisade Asset Management
Minnesota
$12.5M +$377K +9,277 +3%
HCM
647
Highbridge Capital Management
New York
$12.5M -$15M -367,821 -54%
ACH
648
ArrowMark Colorado Holdings
Colorado
$12.4M +$11.4M +279,587 +1,079%
ACM
649
Apex Capital Management
Ohio
$12.4M -$941K -23,149 -7%
LKIM
650
Lawson Kroeker Investment Management
Nebraska
$12.4M +$1.37M +33,764 +12%
24 25
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