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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 %
JG
726
Jefferies Group
New York
$12M +$10.6M +227,173 +737%
PGFC
727
Peapack-Gladstone Financial Corp
New Jersey
$11.9M +$146K +3,141 +1%
CIP
728
Convergence Investment Partners
Florida
$11.9M -$627K -13,493 -5%
JMFC
729
J.M. Forbes & Co
Massachusetts
$11.9M -$6.13K -144 -0.1%
MCM
730
Moore Capital Management
New York
$11.8M +$4.26M +91,602 +56%
SAM
731
Strategy Asset Managers
California
$11.8M -$333K -7,177 -3%
GCM
732
GoodHaven Capital Management
New Jersey
$11.8M -$28.6M -616,075 -71%
SRC
733
Shufro Rose & Co
New York
$11.8M -$115K -2,466 -1%
CA
734
Cullinan Associates
Kentucky
$11.8M +$53K +1,140 +0.5%
CCMIC
735
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$11.8M +$96.3K +2,074 +0.8%
TBA
736
Tower Bridge Advisors
Pennsylvania
$11.7M -$32.6K -701 -0.3%
AAM
737
Auxier Asset Management
Oregon
$11.7M -$50.5K -1,088 -0.4%
RS
738
Robeco Schweiz
Switzerland
$11.7M +$576K +12,251 +5%
BCM
739
Buckhead Capital Management
Georgia
$11.7M -$816K -17,560 -7%
QI
740
Quotient Investors
New York
$11.6M +$111K +2,400 +1%
VCM
741
Violich Capital Management
California
$11.6M -$295K -6,360 -2%
LIC
742
Lodestar Investment Counsel
Illinois
$11.6M -$391K -8,409 -3%
BIA
743
Barry Investment Advisors
Massachusetts
$11.6M +$11.6M +249,337 New
CTA
744
Chesley Taft & Associates
Illinois
$11.5M -$129K -2,780 -1%
GMIM
745
General Motors Investment Management
New York
$11.5M – – –
TAM
746
Todd Asset Management
Kentucky
$11.5M +$10.7M +229,849 +1,363%
TCM
747
Tufton Capital Management
Maryland
$11.4M -$372K -8,001 -3%
SI
748
Stephens Inc
Arkansas
$11.4M -$476K -10,237 -4%
ECM
749
Evergreen Capital Management
Washington
$11.4M -$124K -2,665 -1%
FTIOP
750
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.3M +$145K +3,130 +1%
28 29
30
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