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Microsoft
MSFT

Overview Fund Activity

1,985 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 810 increasing their positions, 893 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,985
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
57.37%
Holding in Top 10
646
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+18.97%
% of All Funds
18.67%
New
124
Increased
810
Reduced
893
Closed
74
Calls
$4.31B
Puts
$2.63B
Net Calls
+$1.68B
Net Calls Change
+$849M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$339M
4
OH
Orbis Holdings
Bermuda
+$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$297M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.33B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$942M
3
Deutsche Bank
Deutsche Bank
Germany
-$593M
4
Invesco
Invesco
Georgia
-$508M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSEDCP
826
NJ State Employees Deferred Compensation Plan
New Jersey
$7.58M – – –
Cohen & Steers
827
Cohen & Steers
New York
$7.57M -$369K -9,000 -5%
JA
828
JLB & Associates
Michigan
$7.56M +$179K +4,379 +2%
BHTS
829
Bar Harbor Trust Services
Maine
$7.55M -$162K -3,950 -2%
DY
830
Dowling & Yahnke
California
$7.54M +$539K +13,143 +8%
MA
831
Menlo Advisors
California
$7.54M -$96.7K -2,360 -1%
TAM
832
Tealwood Asset Management
Minnesota
$7.52M +$139K +3,385 +2%
PAM
833
PartnerRe Asset Management
Connecticut
$7.48M -$13.1K -319 -0.2%
KIA
834
KCM Investment Advisors
California
$7.44M +$35.2K +859 +0.5%
MBTD
835
Mechanics Bank - Trust Department
California
$7.43M +$27.5K +670 +0.4%
FBNAT
836
FirstMerit Bank N.A. Trustee
Ohio
$7.43M +$218K +5,329 +3%
IIM
837
Intact Investment Management
Quebec, Canada
$7.42M +$5.19M +126,500 +233%
SBH
838
Segall Bryant & Hamill
Illinois
$7.4M -$2.53M -61,756 -25%
FTC
839
Farmers Trust Company
Ohio
$7.4M -$47.5K -1,159 -0.6%
TBA
840
Tower Bridge Advisors
Pennsylvania
$7.38M +$634K +15,471 +9%
WTB
841
Washington Trust Bank
Washington
$7.35M +$7.35M +179,181 New
LIA
842
LS Investment Advisors
Michigan
$7.32M +$2.29M +55,902 +46%
CBB
843
Citizens Business Bank
California
$7.3M +$1.2M +29,336 +20%
Bessemer Group
844
Bessemer Group
New Jersey
$7.29M +$1.04M +25,272 +17%
LAM
845
Lingohr Asset Management
Germany
$7.28M -$1.39M -33,800 -16%
RIL
846
Rothschild Investment LLC
Illinois
$7.25M +$2.17M +52,900 +43%
SIM
847
Sterling Investment Management
Arizona
$7.23M -$11.2K -272 -0.2%
Balyasny Asset Management
848
Balyasny Asset Management
Illinois
$7.22M +$7.22M +176,203 New
GACM
849
Green Arrow Capital Management
New York
$7.22M +$7.22M +176,209 New
SCM
850
Stonebridge Capital Management
California
$7.22M -$466K -11,365 -6%
32 33
34
35 36