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Microsoft
MSFT

Overview Fund Activity

1,997 hedge funds and large institutions have $272B invested in Microsoft in 2014 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 751 increasing their positions, 979 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
57.98%
Holding in Top 10
717
Holding in Top 10 Change
+121
Holding in Top 10 Change %
+20.3%
% of All Funds
20.82%
New
87
Increased
751
Reduced
979
Closed
60
Calls
$3.37B
Puts
$3.55B
Net Calls
-$183M
Net Calls Change
-$1.23B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17B
2
State Street
State Street
Massachusetts
+$1.07B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
4
WRF
Waddell & Reed Financial
Kansas
+$644M
5
BIT
BlackRock Institutional Trust
California
+$496M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.9B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.02B
3
Invesco
Invesco
Georgia
-$417M
4
Goldman Sachs
Goldman Sachs
New York
-$363M
5
N
Natixis
France
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPA
751
Nichols & Pratt Advisers
Massachusetts
$10.8M -$528K -11,405 -5%
MYLI
752
Meiji Yasuda Life Insurance
Japan
$10.8M +$885K +19,089 +9%
PCMK
753
Paragon Capital Management (Kansas)
Kansas
$10.8M +$1.72K +37 +0%
KCM
754
Kanawha Capital Management
Virginia
$10.7M +$40.9K +883 +0.4%
LIM
755
Lathrop Investment Management
Arkansas
$10.7M -$243K -5,235 -2%
LG
756
Leuthold Group
Minnesota
$10.7M -$649K -14,006 -6%
MHIC
757
Marble Harbor Investment Counsel
Massachusetts
$10.7M -$39.4K -850 -0.4%
CIM
758
Contravisory Investment Management
Massachusetts
$10.7M -$765K -16,492 -7%
KFS
759
KMS Financial Services
Washington
$10.6M +$132K +2,846 +1%
LNB
760
Ledyard National Bank
$10.5M -$687K -14,810 -6%
HHMI
761
Howard Hughes Medical Institute
Maryland
$10.5M +$472K +10,186 +5%
AAC
762
Asset Advisors Corp
Georgia
$10.4M +$197K +4,239 +2%
EGM
763
Espalier Global Management
New York
$10.4M -$15.1M -325,000 -59%
RJFSA
764
Raymond James Financial Services Advisors
Florida
$10.4M -$108K -2,319 -1%
LCM
765
Logan Capital Management
Pennsylvania
$10.4M -$359K -7,735 -3%
SSG
766
Summit Securities Group
New York
$10.4M +$269K +5,800 +3%
OAM
767
Origin Asset Management
United Kingdom
$10.4M – – –
GC
768
Grimes & Company
Massachusetts
$10.4M -$57.8K -1,246 -0.6%
Voloridge Investment Management
769
Voloridge Investment Management
Florida
$10.3M +$10.3M +222,443 New
Northwestern Mutual Wealth Management
770
Northwestern Mutual Wealth Management
Wisconsin
$10.3M +$933K +20,115 +10%
BOK
771
Bank of Kentucky
Kentucky
$10.2M -$191K -4,115 -2%
PIM
772
Partner Investment Management
California
$10.2M +$1.13M +24,375 +12%
GC
773
Guardian Capital
Ontario, Canada
$10.2M +$50.6K +1,092 +0.5%
WAM
774
Wallington Asset Management
Indiana
$10.2M -$38.9K -840 -0.4%
PWP
775
Private Wealth Partners
California
$10.1M -$1.28M -27,520 -11%
29 30
31
32 33