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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 %
UM
651
Ulysses Management
New York
$15.3M -$2.81M -60,600 -16%
ACM
652
Apex Capital Management
Ohio
$15.2M -$87.5K -1,884 -0.6%
CAG
653
Crestwood Advisors Group
Massachusetts
$15.2M +$693K +14,928 +5%
CLOS
654
Compagnie Lombard Odier SCmA
Switzerland
$15.2M -$1.69M -36,399 -10%
RBA
655
Richard Bernstein Advisors
New York
$15.2M – – –
CC
656
Cornerstone Capital
California
$15.2M -$307K -6,611 -2%
Northwestern Mutual Wealth Management
657
Northwestern Mutual Wealth Management
Wisconsin
$15.1M +$4.81M +103,594 +47%
JIR
658
James Investment Research
Ohio
$15.1M +$1.43M +30,707 +10%
GIM
659
Greystone Investment Management
Ohio
$14.9M -$142K -3,059 -0.9%
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$14.8M +$255K +5,487 +2%
FMT
661
First Mercantile Trust
Tennessee
$14.8M -$1.3M -27,943 -8%
SM
662
Stratton Management
Pennsylvania
$14.8M +$2.14M +46,150 +17%
SC
663
Sculptor Capital
New York
$14.7M -$10.1M -216,405 -41%
HCMNY
664
Howard Capital Management (New York)
New York
$14.7M -$229K -4,923 -2%
JIM
665
Jupiter Investment Management
United Kingdom
$14.6M +$1.81M +39,019 +14%
ARC
666
Absolute Return Capital
Massachusetts
$14.5M -$49.3M -1,061,026 -77%
MIS
667
Morningstar Investment Services
Illinois
$14.5M +$1.89M +40,645 +15%
APFBOT
668
Amica Pension Fund Board of Trustees
Rhode Island
$14.4M – – –
MIHAS
669
Maj Invest Holding A/S
Denmark
$14.3M +$186K +4,012 +1%
BPB
670
Badgley, Phelps & Bell
Washington
$14.3M -$392K -8,429 -3%
RJT
671
Raymond James Trust
Florida
$14.2M +$482K +10,386 +4%
SIG
672
Schaller Investment Group
North Carolina
$14.2M -$1.21M -26,000 -8%
STI
673
Susquehanna Trust & Investment
Pennsylvania
$14.2M -$790K -16,997 -5%
PWLP
674
Prio Wealth Limited Partnership
Massachusetts
$14.1M -$91.6K -1,973 -0.6%
SSB
675
Sandy Spring Bank
Maryland
$14M -$30.4K -654 -0.2%
25 26
27
28 29