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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 %
CIS
1026
Connors Investor Services
Pennsylvania
$5.28M +$516K +11,125 +11%
ST
1027
Spinnaker Trust
Maine
$5.28M +$415K +8,947 +9%
KFP
1028
Keystone Financial Planning
Ohio
$5.27M +$5.66K +122 +0.1%
AF
1029
Arrow Financial
New York
$5.27M -$201K -4,344 -4%
GLRA
1030
Gerald L. Ray & Associates
Texas
$5.24M -$190K -4,100 -3%
WPC
1031
White Pine Capital
Minnesota
$5.24M – – –
MMG
1032
Monetary Management Group
Missouri
$5.23M +$360K +7,768 +7%
WB
1033
Webster Bank
Connecticut
$5.22M -$425K -9,170 -8%
CI
1034
Cowen Inc
New York
$5.22M +$493K +10,640 +10%
CIM
1035
CenturyLink Investment Management
Colorado
$5.21M -$534K -11,524 -9%
SCA
1036
Strategic Capital Alternatives
United States
$5.21M +$5.21M +112,350 New
TCOV
1037
Trust Company of Vermont
Vermont
$5.21M +$75.5K +1,628 +1%
BAM
1038
Boyar Asset Management
New York
$5.21M -$155K -3,350 -3%
SGCA
1039
Steel Grove Capital Advisors
Tennessee
$5.2M +$197K +4,241 +4%
FCG
1040
FrontFour Capital Group
Connecticut
$5.19M +$5.19M +111,978 New
PC
1041
Permit Capital
Pennsylvania
$5.19M -$1.29M -27,800 -20%
KFS
1042
Kurt F. Somerville
$5.18M -$153K -3,300 -3%
SFS
1043
Strategic Financial Services
New York
$5.18M +$58.1K +1,253 +1%
TFA
1044
Toth Financial Advisory
Virginia
$5.18M +$106K +2,282 +2%
RWM
1045
Rench Wealth Management
Texas
$5.18M +$267K +5,749 +5%
DHFB
1046
Dixon Hubard Feinour & Brown
Virginia
$5.17M +$58.4K +1,260 +1%
FBT
1047
First Bankers Trust
Kentucky
$5.17M +$45.7K +985 +0.9%
HT
1048
HighTower Trust
Texas
$5.17M -$445K -9,590 -8%
WF
1049
WealthTrust Fairport
Ohio
$5.15M -$86.5K -1,865 -2%
HS
1050
HighVista Strategies
Massachusetts
$5.14M -$654K -14,108 -11%
40 41
42
43 44