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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
701
Busey Bank
Illinois
$10.7M +$262K +6,294 +3%
TCM
702
Tufton Capital Management
Maryland
$10.7M +$69K +1,654 +0.6%
TBA
703
Tower Bridge Advisors
Pennsylvania
$10.7M +$3.19M +76,573 +43%
MC
704
MIG Capital
California
$10.7M +$102K +2,444 +1%
CTA
705
Chesley Taft & Associates
Illinois
$10.6M -$18.9K -454 -0.2%
FMT
706
First Mercantile Trust
Tennessee
$10.6M -$856K -20,528 -7%
MAM
707
Mastrapasqua Asset Management
Tennessee
$10.6M -$195K -4,679 -2%
AAM
708
Auxier Asset Management
Oregon
$10.6M -$30.9K -740 -0.3%
VCM
709
Violich Capital Management
California
$10.6M +$12.5K +300 +0.1%
SAM
710
Symphony Asset Management
California
$10.5M -$373K -8,940 -3%
HAM
711
Highstreet Asset Management
Ontario, Canada
$10.5M +$325K +7,797 +3%
ECM
712
Evergreen Capital Management
Washington
$10.5M -$64.6K -1,550 -0.6%
CFA
713
Carroll Financial Associates
North Carolina
$10.5M +$214K +5,143 +2%
DIA
714
Davidson Investment Advisors
Montana
$10.4M -$196K -4,690 -2%
Bank of Nova Scotia
715
Bank of Nova Scotia
Ontario, Canada
$10.3M -$249K -5,962 -2%
CISOA
716
Capital Investment Services of America
Wisconsin
$10.3M -$157K -3,775 -2%
FPCM
717
Financial Partners Capital Management
New York
$10.3M -$189K -4,543 -2%
PWP
718
Private Wealth Partners
California
$10.3M -$555K -13,300 -5%
CIM
719
Contravisory Investment Management
Massachusetts
$10.3M +$10.3M +246,239 New
CTC
720
Central Trust Company
Missouri
$10.2M +$33K +791 +0.3%
LG
721
Leuthold Group
Minnesota
$10.2M -$46K -1,104 -0.4%
LCM
722
LVM Capital Management
Michigan
$10.2M -$100K -2,400 -1%
JGUA
723
John G. Ullman & Associates
New York
$10.2M -$238K -5,700 -2%
NPA
724
Nichols & Pratt Advisers
Massachusetts
$10.2M +$34.7K +832 +0.3%
CIM
725
Calvert Investment Management
Maryland
$10.2M -$637K -15,266 -6%
27 28
29
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