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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 %
LC
1151
Lakeshore Capital
Alabama
$3.5M -$605K -14,758 -15%
B
1152
Bailard
California
$3.5M -$1.32M -32,133 -27%
ANRIA
1153
American National Registered Investment Advisor
Texas
$3.5M -$53.3K -1,300 -2%
KCP
1154
KDI Capital Partners
North Carolina
$3.49M -$205K -5,000 -6%
MP
1155
Manifold Partners
California
$3.49M -$294K -7,162 -8%
AC
1156
Alleghany Corporation
New York
$3.48M – – –
MAA
1157
Mraz Amerine & Associates
California
$3.48M -$91.9K -2,241 -3%
PTB
1158
Pioneer Trust Bank
Oregon
$3.48M +$20.1K +490 +0.6%
EVM
1159
Evelyn V. Moreno
$3.48M +$63.5K +1,550 +2%
EAM
1160
EULAV Asset Management
Florida
$3.48M – – –
NFG
1161
NewFocus Financial Group
Washington
$3.47M -$19.5K -475 -0.6%
HDIM
1162
Hanson & Doremus Investment Management
Vermont
$3.45M -$30.1K -735 -0.9%
CIA
1163
Capital Investment Advisors
Georgia
$3.42M -$22.2K -542 -0.6%
FNBTCON
1164
First National Bank & Trust Co of Newtown
Pennsylvania
$3.42M -$140K -3,416 -4%
EIM
1165
Emerson Investment Management
Massachusetts
$3.42M +$992K +24,190 +41%
CPA
1166
Court Place Advisors
Maryland
$3.41M +$13.1K +319 +0.4%
LOCB
1167
Lombard Odier & Cie (Bahamas)
Bahamas
$3.4M -$172K -4,200 -5%
LW
1168
Linscomb Wealth
Texas
$3.4M +$379K +9,258 +13%
RTIM
1169
Round Table Investment Management
North Carolina
$3.39M – – –
ISB
1170
Iowa State Bank
Iowa
$3.39M +$92.7K +2,263 +3%
MC
1171
MRJ Capital
New York
$3.39M +$4.1K +100 +0.1%
AAA
1172
Adams Asset Advisors
Texas
$3.38M -$636K -15,436 -16%
BEAM
1173
Baker Ellis Asset Management
Washington
$3.38M +$4.14K +101 +0.1%
VIP
1174
Vantage Investment Partners
Missouri
$3.37M +$317K +7,730 +10%
PRHC
1175
P.R. Herzig & Co
New York
$3.37M -$238K -5,800 -7%
45 46
47
48 49