MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
MKC
1101
M. Kraus & Co
Vermont
$4.06M -$25.8K -635 -0.6%
CFA
1102
Carroll Financial Associates
North Carolina
$4.03M +$678K +16,686 +20%
AIM
1103
Assured Investment Management
New York
$4.02M +$4.02M +98,933 New
PRA
1104
Parametric Risk Advisors
Connecticut
$4.02M -$813K -20,000 -17%
ECM
1105
ETrade Capital Management
Virginia
$4.01M +$182K +4,468 +5%
HC
1106
HHG & Company
Connecticut
$4M -$251K -6,169 -6%
EIM
1107
Emerson Investment Management
Massachusetts
$4M -$38.6K -950 -1%
AIIMS
1108
Analyst IMS Investment Management Services
Israel
$3.99M +$284K +6,989 +8%
GAM
1109
Guinness Asset Management
United Kingdom
$3.98M +$1.39M +34,070 +53%
VHAM
1110
Van Hulzen Asset Management
California
$3.97M +$676K +16,625 +21%
CCT
1111
Chemung Canal Trust
New York
$3.96M -$810K -19,912 -17%
MF
1112
Magnetar Financial
Illinois
$3.96M -$404K -9,934 -9%
ANTB
1113
AMG National Trust Bank
Colorado
$3.95M -$107K -2,638 -3%
PAM
1114
Princeton Alpha Management
New Jersey
$3.94M +$3.94M +96,976 New
HIM
1115
Harbour Investment Management
Washington
$3.93M -$712K -17,509 -15%
FWCM
1116
First Western Capital Management
California
$3.93M -$2.8M -68,781 -42%
RDM
1117
Retirement Design & Management
Connecticut
$3.91M -$23.1K -569 -0.6%
GCM
1118
GoodHaven Capital Management
New Jersey
$3.9M -$6.45M -158,640 -62%
AHB
1119
Abner Herrman & Brock
New Jersey
$3.9M +$1.06M +26,005 +37%
DLCIG
1120
D.L. Carlson Investment Group
New Hampshire
$3.89M -$1.46M -35,840 -27%
CCP
1121
Clough Capital Partners
Massachusetts
$3.87M +$3.87M +95,253 New
P
1122
Pitcairn
Pennsylvania
$3.86M -$353K -8,675 -8%
AFM
1123
Anson Funds Management
Texas
$3.85M – – –
M
1124
MOTCO
Texas
$3.85M -$384K -9,449 -9%
MPAM
1125
Murphy Pohlad Asset Management
Minnesota
$3.84M -$62.2K -1,530 -2%
43 44
45
46 47