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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 %
SCM
901
Salem Capital Management
Massachusetts
$7.28M -$124K -2,675 -2%
DIS
902
Diversified Investment Strategies
Louisiana
$7.27M – – –
BUB
903
BBVA USA Bancshares
Texas
$7.24M +$1.53M +32,961 +27%
MBTD
904
Mechanics Bank - Trust Department
California
$7.23M -$417K -8,986 -5%
EB
905
Eastern Bank
Massachusetts
$7.17M -$61.2K -1,319 -0.8%
SIM
906
Sterling Investment Management
Arizona
$7.13M -$910K -19,637 -11%
PCA
907
Personal Capital Advisors
California
$7.12M +$1.08M +23,356 +18%
IIM
908
Ipswich Investment Management
Massachusetts
$7.1M -$66.4K -1,433 -0.9%
SGK
909
Steigerwald Gordon & Koch
Virginia
$7.08M -$100K -2,206 -1%
TAM
910
Tealwood Asset Management
Minnesota
$7.07M -$1.31M -28,270 -16%
HAIM
911
Hunter Associates Investment Management
Pennsylvania
$7.06M – – –
GF
912
Gerstein Fisher
New York
$7.04M +$359K +7,734 +5%
KCA
913
KR Capital Advisors
New York
$7.02M -$245K -5,284 -3%
CAM
914
Columbia Asset Management
Michigan
$7M -$39.5K -853 -0.6%
PAM
915
PartnerRe Asset Management
Connecticut
$6.99M -$418K -9,013 -6%
NIA
916
Northstar Investment Advisors
Colorado
$6.99M -$137K -2,948 -2%
CBB
917
Citizens Business Bank
California
$6.99M -$874K -18,844 -11%
FDCC
918
Foster Dykema Cabot & Co
Massachusetts
$6.98M -$14.3K -308 -0.2%
GCA
919
Greenwood Capital Associates
South Carolina
$6.97M +$61.3K +1,323 +0.9%
CIC
920
Chase Investment Counsel
Virginia
$6.96M +$6.96M +150,071 New
VW
921
Vantage Wealth
California
$6.95M – – –
PAAMCP
922
Pacific Alternative Asset Management Company (PAAMCO)
California
$6.94M -$4.07M -87,886 -37%
ONB
923
Old National Bancorp
Indiana
$6.93M +$2.12M +45,803 +44%
OWD
924
Osborn Williams & Donohoe
Ohio
$6.86M -$79.7K -1,718 -1%
FB
925
Fulton Bank
Pennsylvania
$6.86M -$158K -3,407 -2%
35 36
37
38 39