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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 %
AFM
1151
Anson Funds Management
Texas
$4.4M +$4.4M +94,787 New
RMSCM
1152
R.M. Sincerbeaux Capital Management
New York
$4.38M – – –
HR
1153
Howe & Rusling
New York
$4.37M +$112K +2,410 +3%
ECM
1154
ETrade Capital Management
Virginia
$4.37M +$147K +3,166 +3%
SCI
1155
S&CO Inc
Massachusetts
$4.34M – – –
FTI
1156
Fiduciary Trust International
Massachusetts
$4.32M +$112K +2,422 +3%
HCM
1157
Hollencrest Capital Management
California
$4.32M +$50.2K +1,081 +1%
HI
1158
Hendershot Investments
Virginia
$4.3M -$66.8K -1,438 -2%
WTB
1159
Washington Trust Bank
Washington
$4.27M +$190K +4,089 +5%
NAM
1160
NTV Asset Management
West Virginia
$4.27M +$557 +12 +0%
SNT
1161
Security National Trust
West Virginia
$4.27M +$564K +12,135 +15%
SFS
1162
Strategic Financial Services
New York
$4.26M -$922K -19,854 -18%
BAS
1163
Brown Advisory Securities
Maryland
$4.26M +$71.8K +1,543 +2%
SIC
1164
Sigma Investment Counselors
Michigan
$4.26M +$8.45K +182 +0.2%
HIM
1165
Hermes Investment Management
United Kingdom
$4.26M +$158K +3,407 +4%
QIM
1166
Quantitative Investment Management
Virginia
$4.25M +$4.25M +91,400 New
AIIMS
1167
Analyst IMS Investment Management Services
Israel
$4.24M +$4.24M +91,195 New
SACTSONJ
1168
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.23M – – –
ACI
1169
Alpha Cubed Investments
California
$4.22M +$1.49M +32,027 +54%
WMC
1170
Westwood Management Corporation
Illinois
$4.22M +$4.22M +90,800 New
NPC
1171
National Planning Corporation
California
$4.21M +$371K +8,033 +10%
CCMINC
1172
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.2M -$37.5K -808 -0.9%
PHIMC
1173
Private Harbour Investment Management & Counsel
Ohio
$4.2M -$125K -2,687 -3%
VC
1174
Vicus Capital
Pennsylvania
$4.19M +$289K +6,227 +7%
CCA
1175
Checchi Capital Advisers
California
$4.19M +$1.32M +28,449 +46%
45 46
47
48 49