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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 %
PWM
901
Patriot Wealth Management
Texas
$7.64M +$140K +3,016 +2%
SP
902
Sarasin & Partners
United Kingdom
$7.64M +$224K +4,822 +3%
MPI
903
Mairs & Power Inc
Minnesota
$7.63M -$357K -7,675 -4%
MWVC
904
Morgens Waterfall Vintiadis & Co
New York
$7.57M +$2.55M +55,000 +51%
MBI
905
Montrusco Bolton Investments
Quebec, Canada
$7.56M +$2.67M +57,520 +55%
GAM
906
Griffin Asset Management
New York
$7.56M -$201K -4,325 -3%
CCM
907
Catawba Capital Management
Virginia
$7.54M +$4.83K +104 +0.1%
FNFDCM
908
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.51M -$35.3K -760 -0.5%
BUB
909
BBVA USA Bancshares
Texas
$7.51M +$251K +5,406 +3%
MIM
910
Marco Investment Management
Georgia
$7.51M +$174K +3,751 +2%
LVP
911
Limestone Value Partners
Texas
$7.43M +$7.43M +159,859 New
MAP
912
Managed Asset Portfolios
Michigan
$7.42M +$80.6K +1,735 +1%
PPCM
913
Pillar Pacific Capital Management
California
$7.4M -$352K -7,573 -5%
MAM
914
Myriad Asset Management
Hong Kong
$7.36M – – –
SFG
915
Sather Financial Group
Texas
$7.36M -$33.3K -717 -0.5%
OWIM
916
Old West Investment Management
California
$7.34M -$177K -3,809 -2%
CA
917
CapWealth Advisors
Tennessee
$7.31M -$306K -6,582 -4%
ECM
918
Everence Capital Management
Indiana
$7.29M +$704K +15,152 +11%
GF
919
Gerstein Fisher
New York
$7.28M +$197K +4,218 +3%
IP
920
Isthmus Partners
Wisconsin
$7.28M +$7.28M +156,684 New
MCM
921
McRae Capital Management
New Jersey
$7.27M -$111K -2,400 -2%
DPIM
922
Duff & Phelps Investment Management
Illinois
$7.23M -$410K -8,820 -5%
EB
923
Eastern Bank
Massachusetts
$7.23M +$47.6K +1,024 +0.7%
SYBT
924
Stock Yards Bank & Trust
Kentucky
$7.23M +$358K +7,703 +5%
CIC
925
Carnegie Investment Counsel
Ohio
$7.23M +$438K +9,229 +6%
35 36
37
38 39