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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 %
CIS
1076
Connors Investor Services
Pennsylvania
$4.16M +$526K +12,835 +14%
RW
1077
Rand Wealth
Maryland
$4.12M -$128K -3,116 -3%
HBT
1078
Hills Bank & Trust
Iowa
$4.12M +$39.8K +971 +1%
NJBEST
1079
New Jersey Better Educational Savings Trust
New Jersey
$4.1M +$246K +6,000 +6%
JC
1080
JBF Capital
Colorado
$4.1M +$4.1M +100,000 New
MPAM
1081
Murphy Pohlad Asset Management
Minnesota
$4.09M +$16.4K +400 +0.4%
PCA
1082
Personal Capital Advisors
California
$4.09M +$1.09M +26,472 +36%
TF
1083
Tompkins Financial
New York
$4.08M +$149K +3,636 +4%
VV
1084
Verity & Verity
South Carolina
$4.07M +$32.3K +787 +0.8%
CT
1085
Coastline Trust
Rhode Island
$4.06M -$68.3K -1,665 -2%
DCM
1086
Donaldson Capital Management
Indiana
$4.01M +$1.8M +43,819 +81%
PIM
1087
Penobscot Investment Management
Massachusetts
$4.01M -$8.2K -200 -0.2%
CC
1088
Crosslink Capital
California
$4.01M +$4.01M +97,800 New
NAP
1089
New Amsterdam Partners
New York
$4.01M -$377K -9,197 -9%
SCI
1090
S&CO Inc
Massachusetts
$4M – – –
CHAM
1091
Clear Harbor Asset Management
Connecticut
$4M -$949K -23,149 -19%
TRIM
1092
Thompson Rubinstein Investment Management
Oregon
$4M -$601K -14,665 -13%
TF
1093
Trutina Financial
Washington
$3.99M +$260K +6,345 +7%
PAI
1094
Pittenger & Anderson Inc
Nebraska
$3.98M +$55.7K +1,360 +1%
SIC
1095
Sigma Investment Counselors
Michigan
$3.97M -$115K -2,812 -3%
CI
1096
Cowen Inc
New York
$3.96M +$1.4M +34,093 +54%
IT
1097
Investors Trust
Texas
$3.96M – – –
HCM
1098
Hollencrest Capital Management
California
$3.95M +$298K +7,274 +8%
IAM
1099
ICM Asset Management
Washington
$3.95M +$206K +5,015 +5%
VFS
1100
VSR Financial Services
Kansas
$3.94M -$291K -7,088 -7%
42 43
44
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