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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 %
CDH
1051
Charles D. Hyman
$5.13M -$81.1K -1,750 -2%
PAG
1052
Private Advisor Group
New Jersey
$5.13M +$554K +11,944 +12%
DWT
1053
Dorsey & Whitney Trust
South Dakota
$5.13M -$94K -2,029 -2%
SIP
1054
Stoneridge Investment Partners
Pennsylvania
$5.11M +$56.6K +1,220 +1%
AAIM
1055
American Assets Investment Management
California
$5.11M +$322K +6,940 +7%
SCM
1056
Sterneck Capital Management
Missouri
$5.09M +$81.5K +1,757 +2%
AIC
1057
Argus Investors Counsel
New York
$5.09M -$278K -6,007 -5%
AMAL
1058
Asset Management Advisors LLC
Oklahoma
$5.07M -$2.28M -49,270 -31%
HTHT
1059
Hemenway Trust Hemenway Trust
New Hampshire
$5.05M -$74K -1,596 -1%
M
1060
MOTCO
Texas
$5.04M +$528K +11,395 +12%
EWM
1061
Elite Wealth Management
Washington
$5.04M +$756K +16,308 +18%
CMBA
1062
C.M. Bidwell & Associates
Hawaii
$5.03M -$396K -8,550 -7%
MWVC
1063
Morgens Waterfall Vintiadis & Co
New York
$5.01M -$325K -7,000 -6%
BFO
1064
Boston Family Office
Massachusetts
$4.99M -$14.6K -315 -0.3%
WKWM
1065
Walter & Keenan Wealth Management
Indiana
$4.96M -$232K -5,000 -4%
BWAM
1066
Boyd Watterson Asset Management
Ohio
$4.96M -$176K -3,799 -3%
LIM
1067
Loudon Investment Management
New Hampshire
$4.92M +$2.78K +60 +0.1%
BFIM
1068
Beese Fulmer Investment Management
Ohio
$4.9M +$24.2K +522 +0.5%
GSBTD
1069
Glenview State Bank Trust Department
Illinois
$4.88M -$60.3K -1,300 -1%
MBI
1070
Montrusco Bolton Investments
Quebec, Canada
$4.88M +$362K +7,805 +8%
WCAM
1071
West Coast Asset Management
California
$4.88M -$108K -2,321 -2%
WMSA
1072
Weiss Multi-Strategy Advisers
New York
$4.87M -$17.7M -382,250 -78%
MFS
1073
Monetta Financial Services
Illinois
$4.87M +$1.85M +40,000 +62%
SCA
1074
Salient Capital Advisors
Texas
$4.86M +$694K +14,974 +17%
MA
1075
Montag & Associates
Georgia
$4.86M +$1.96M +42,195 +67%
41 42
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