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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 %
SAMNY
1001
Samsung Asset Management (New York)
New York
$6.26M -$466K -10,030 -7%
PAM
1002
Peak Asset Management
Colorado
$6.22M +$6.22M +133,906 New
SCM
1003
Stonebridge Capital Management
California
$6.21M -$39.8K -856 -0.6%
HRC
1004
Hoertkorn Richard Charles
$6.2M -$161K -3,475 -3%
BFA
1005
Bragg Financial Advisors
North Carolina
$6.19M -$79.8K -1,719 -1%
LA
1006
Lynch & Associates
Indiana
$6.16M +$10.5K +225 +0.2%
CIC
1007
Cutler Investment Counsel
Oregon
$6.16M -$44.6K -961 -0.7%
MA
1008
Montag & Associates
Georgia
$6.15M +$1.29M +27,729 +26%
CIA
1009
Choate Investment Advisors
Massachusetts
$6.12M -$613K -13,203 -9%
DLCIG
1010
D.L. Carlson Investment Group
New Hampshire
$6.11M +$550K +11,837 +10%
LIA
1011
LS Investment Advisors
Michigan
$6.09M +$290K +6,252 +5%
Tudor Investment Corp
1012
Tudor Investment Corp
Connecticut
$6.06M +$5.75M +123,871 +1,877%
LSA
1013
L & S Advisors
California
$6.05M +$5.61M +120,676 +1,264%
KJHP
1014
K.J. Harrison & Partners
Ontario, Canada
$6M -$3.85M -82,800 -39%
MCM
1015
Monarch Capital Management
Indiana
$5.96M -$94.9K -2,043 -2%
LJHT
1016
Laurie J. Hall Trustee
$5.91M – – –
EWM
1017
Elite Wealth Management
Washington
$5.9M +$857K +18,456 +17%
DG
1018
Davidson & Garrard
Virginia
$5.87M +$31.2K +672 +0.5%
AA
1019
Ancora Advisors
Ohio
$5.86M -$116K -2,494 -2%
LG
1020
Laidlaw Group
New York
$5.86M -$27K -581 -0.5%
CIS
1021
Connors Investor Services
Pennsylvania
$5.8M +$505K +10,870 +10%
BJL
1022
Brighton Jones LLC
Washington
$5.79M +$119K +2,566 +2%
CTA
1023
Colonial Trust Advisors
South Carolina
$5.77M -$1.83M -39,300 -24%
PAG
1024
Private Advisor Group
New Jersey
$5.77M +$623K +13,406 +12%
CCM
1025
Century Capital Management
Massachusetts
$5.76M – – –
39 40
41
42 43