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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 %
DWA
751
Douglass Winthrop Advisors
New York
$11.3M +$25.2K +542 +0.2%
PCMK
752
Paragon Capital Management (Kansas)
Kansas
$11.3M +$463K +9,965 +4%
LCM
753
LVM Capital Management
Michigan
$11.2M -$76.8K -1,654 -0.7%
KLC
754
Knowledge Leaders Capital
Colorado
$11.2M -$207K -4,452 -2%
CVM
755
Cheviot Value Management
California
$11.2M -$466K -10,037 -4%
HHMI
756
Howard Hughes Medical Institute
Maryland
$11.2M +$664K +14,287 +6%
CCMG
757
Clark Capital Management Group
Pennsylvania
$11.1M +$974K +20,974 +10%
CISOA
758
Capital Investment Services of America
Wisconsin
$11.1M -$116K -2,500 -1%
BCM
759
BTR Capital Management
California
$11.1M -$344K -7,410 -3%
IAM
760
Integre Asset Management
New York
$11.1M -$78.2K -1,683 -0.7%
FPCM
761
Financial Partners Capital Management
New York
$11.1M -$213K -4,595 -2%
PFG
762
Pacific Financial Group
Washington
$11.1M +$11M +237,674 +59,419%
CAM
763
Cidel Asset Management
Ontario, Canada
$11.1M +$11.1M +248,472 New
WT
764
Washington Trust
Rhode Island
$10.9M +$55.8K +1,202 +0.5%
VIMU
765
Veritas Investment Management (UK)
United Kingdom
$10.9M -$2.24M -48,128 -17%
EBSAM
766
Eubel Brady & Suttman Asset Management
Ohio
$10.9M -$142K -3,060 -1%
MAM
767
Mastrapasqua Asset Management
Tennessee
$10.8M +$10.8M +232,818 New
MYLI
768
Meiji Yasuda Life Insurance
Japan
$10.8M -$13.5K -290 -0.1%
KCM
769
Kanawha Capital Management
Virginia
$10.8M +$12.5K +270 +0.1%
NPA
770
Nichols & Pratt Advisers
Massachusetts
$10.7M -$134K -2,875 -1%
AAC
771
Asset Advisors Corp
Georgia
$10.6M +$165K +3,545 +2%
CIM
772
Contravisory Investment Management
Massachusetts
$10.6M -$106K -2,272 -1%
MHIC
773
Marble Harbor Investment Counsel
Massachusetts
$10.6M -$142K -3,050 -1%
GC
774
Guardian Capital
Ontario, Canada
$10.6M +$331K +7,129 +3%
LIM
775
Lathrop Investment Management
Arkansas
$10.5M -$226K -4,860 -2%
29 30
31
32 33