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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 %
AA
976
Ancora Advisors
Ohio
$5.35M -$1.03M -25,050 -16%
RSVP
977
Ramsay Stattman Vela & Price
Colorado
$5.32M -$13.9K -340 -0.3%
GCA
978
Greenwood Capital Associates
South Carolina
$5.3M -$481K -11,731 -8%
TCOT
979
Trust Company of Toledo
Ohio
$5.29M +$506K +12,344 +11%
ATC
980
Argent Trust Company
Louisiana
$5.26M +$820 +20 +0%
FWCM
981
Ferguson Wellman Capital Management
Oregon
$5.26M -$272K -6,629 -5%
HRC
982
Hoertkorn Richard Charles
$5.25M – – –
HIM
983
Harbour Investment Management
Washington
$5.24M -$77.1K -1,882 -1%
LJHT
984
Laurie J. Hall Trustee
$5.24M -$20.5K -500 -0.4%
LG
985
Laidlaw Group
New York
$5.23M +$230K +5,610 +5%
WPIC
986
White Pine Investment Company
Michigan
$5.23M +$72.3K +1,765 +1%
FNBT
987
FineMark National Bank & Trust
Florida
$5.22M +$810K +19,756 +18%
CIC
988
Carnegie Investment Counsel
Ohio
$5.19M +$11.1K +271 +0.2%
HKIM
989
Hayek Kallen Investment Management
Alabama
$5.18M -$90.1K -2,198 -2%
FCM
990
Forester Capital Management
Illinois
$5.17M – – –
JFGIW
991
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.14M -$46.8K -1,141 -0.9%
WF
992
WealthTrust Fairport
Ohio
$5.14M -$157K -3,834 -3%
PAM
993
Private Asset Management
California
$5.13M -$1.03K -25 -0%
CANY
994
Caxton Associates (New York)
New York
$5.12M +$5.12M +125,000 New
DG
995
Davidson & Garrard
Virginia
$5.12M +$36.2K +884 +0.7%
EWM
996
Elite Wealth Management
Washington
$5.11M -$341K -8,311 -6%
WCM
997
Weik Capital Management
Pennsylvania
$5.09M -$123K -2,996 -2%
CIM
998
CenturyLink Investment Management
Colorado
$5.08M -$481K -11,746 -9%
ACM
999
Argyle Capital Management
Pennsylvania
$5.06M -$77.9K -1,900 -2%
UR
1000
USCA RIA
Texas
$5.03M +$993K +24,225 +25%
38 39
40
41 42