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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 %
PGFC
701
Peapack-Gladstone Financial Corp
New Jersey
$10.6M +$141K +3,458 +1%
CA
702
Cullinan Associates
Kentucky
$10.5M +$194K +4,760 +2%
CG
703
Colony Group
Massachusetts
$10.5M -$914K -22,470 -8%
MC
704
MSF Capital
New York
$10.5M -$332K -8,166 -3%
DP
705
Dearborn Partners
Illinois
$10.5M -$69K -1,696 -0.7%
BBI
706
Baxter Bros Inc
Connecticut
$10.4M -$55.1K -1,356 -0.5%
PCMK
707
Paragon Capital Management (Kansas)
Kansas
$10.4M +$519K +12,775 +5%
SRC
708
Shufro Rose & Co
New York
$10.4M +$1.18K +29 +0%
CIP
709
Chartwell Investment Partners
Pennsylvania
$10.3M +$1.28M +31,460 +14%
Bank of Nova Scotia
710
Bank of Nova Scotia
Ontario, Canada
$10.2M -$91.1M -2,239,352 -90%
OIMU
711
Orbis Investment Management (US)
California
$10.2M +$5.25M +129,044 +105%
VCM
712
Violich Capital Management
California
$10.2M +$38.6K +950 +0.4%
TCM
713
Tufton Capital Management
Maryland
$10.1M +$174K +4,288 +2%
CIA
714
CSat Investment Advisory
Michigan
$10.1M -$524K -12,878 -5%
SSWM
715
Smith Salley Wealth Management
North Carolina
$10.1M +$1.83M +45,093 +22%
CTA
716
Chesley Taft & Associates
Illinois
$10.1M -$16.7K -410 -0.2%
ACM
717
Azimuth Capital Management
Michigan
$10M -$1.43M -35,165 -13%
SAM
718
Strategy Asset Managers
California
$10M -$355K -8,738 -3%
CISOA
719
Capital Investment Services of America
Wisconsin
$9.99M +$242K +5,949 +2%
AAM
720
Auxier Asset Management
Oregon
$9.98M -$256K -6,300 -3%
Victory Capital Management
721
Victory Capital Management
Texas
$9.97M -$8.58M -211,080 -46%
MERSOM
722
Municipal Employees' Retirement System of Michigan
Michigan
$9.91M -$1.77M -43,560 -15%
BPC
723
Banque Pictet & Cie
Switzerland
$9.91M -$1.26M -30,917 -11%
CAW
724
Cornerstone Advisors (Washington)
Washington
$9.83M -$2.1M -51,613 -18%
IMAS
725
ID Management A/S
Denmark
$9.81M +$930K +22,880 +10%
27 28
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