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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 %
HMS
1126
Hanseatic Management Services
New Mexico
$4.73M +$20.7K +445 +0.4%
MA
1127
Marshwinds Advisory
Georgia
$4.73M -$47.1K -1,013 -1%
HIP
1128
Hatteras Investment Partners
North Carolina
$4.72M -$1.37M -29,452 -22%
MSWM
1129
Mader & Shannon Wealth Management
Missouri
$4.71M -$1.01M -21,779 -18%
PIM
1130
Penobscot Investment Management
Massachusetts
$4.7M +$145K +3,130 +3%
WAS
1131
Winch Advisory Services
Wisconsin
$4.7M +$7.8K +168 +0.2%
HS
1132
HighVista Strategies
Massachusetts
$4.69M -$463K -9,962 -9%
UR
1133
USCA RIA
Texas
$4.69M +$151K +3,257 +3%
PTC
1134
Private Trust Company
Ohio
$4.67M +$437K +9,412 +10%
CL
1135
CPWM LLC
Washington
$4.67M +$182K +4,521 +4%
MKC
1136
M. Kraus & Co
Vermont
$4.67M -$32.1K -690 -0.7%
NIMI
1137
Natixis Investment Managers International
France
$4.64M +$3.6M +77,444 +344%
ANTB
1138
AMG National Trust Bank
Colorado
$4.64M +$111K +2,380 +2%
PWW
1139
Pettyjohn Wood & White
Virginia
$4.61M -$40.6K -874 -0.9%
EIM
1140
Emerson Investment Management
Massachusetts
$4.61M +$514K +11,060 +13%
LK
1141
Lumbard & Kellner
New Hampshire
$4.58M -$8.36K -180 -0.2%
Capstone Investment Advisors
1142
Capstone Investment Advisors
New York
$4.55M -$6.29M -135,425 -58%
RDM
1143
Retirement Design & Management
Connecticut
$4.49M +$4.49M +96,729 New
PJSIMP
1144
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.49M +$1.2M +25,790 +36%
MPAM
1145
Murphy Pohlad Asset Management
Minnesota
$4.46M -$58.1K -1,250 -1%
RW
1146
Rand Wealth
Maryland
$4.44M -$280K -5,958 -6%
T
1147
TOBAM
France
$4.44M -$2.26M -48,665 -34%
MFS
1148
MSI Financial Services
Massachusetts
$4.43M +$62.9K +1,355 +1%
TRIM
1149
Thompson Rubinstein Investment Management
Oregon
$4.43M -$27.9K -600 -0.6%
MSU
1150
Maple Securities USA
New Jersey
$4.41M +$4.14M +89,114 +1,556%
44 45
46
47 48