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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
1176
CIBC Bank USA
Illinois
$3.52M -$303K -7,273 -8%
BAS
1177
Brown Advisory Securities
Maryland
$3.52M +$357K +8,555 +11%
EIM
1178
Emerson Investment Management
Massachusetts
$3.52M +$36.7K +880 +1%
CPA
1179
Court Place Advisors
Maryland
$3.51M +$41.7K +1,000 +1%
VIP
1180
Vantage Investment Partners
Missouri
$3.51M +$78K +1,871 +2%
KAM
1181
Kokusai Asset Management
Japan
$3.51M -$179K -4,300 -5%
MFS
1182
MSI Financial Services
Massachusetts
$3.51M +$124K +2,966 +4%
VC
1183
Vicus Capital
Pennsylvania
$3.5M +$179K +4,295 +5%
DLCIG
1184
D.L. Carlson Investment Group
New Hampshire
$3.5M +$1.9M +45,600 +119%
EVM
1185
Evelyn V. Moreno
$3.49M -$43K -1,031 -1%
NFG
1186
NewFocus Financial Group
Washington
$3.47M -$57K -1,366 -2%
PTB
1187
Pioneer Trust Bank
Oregon
$3.47M -$72.6K -1,740 -2%
LOCB
1188
Lombard Odier & Cie (Bahamas)
Bahamas
$3.46M – – –
B
1189
Bailard
California
$3.46M -$102K -2,448 -3%
CIA
1190
Capital Investment Advisors
Georgia
$3.45M -$30.3K -727 -0.9%
PFM
1191
PacWest Financial Management
Arizona
$3.45M +$129K +3,088 +4%
AAA
1192
Adams Asset Advisors
Texas
$3.44M +$18.8K +450 +0.5%
ISB
1193
Iowa State Bank
Iowa
$3.44M -$12.5K -300 -0.4%
DCM
1194
Dialectic Capital Management
Connecticut
$3.44M +$3.44M +82,400 New
TIA
1195
Trust Investment Advisors
Indiana
$3.43M +$30.4K +728 +0.9%
NPC
1196
National Planning Corporation
California
$3.42M +$85.9K +2,061 +3%
MC
1197
MRJ Capital
New York
$3.42M -$29.2K -700 -0.8%
PRHC
1198
P.R. Herzig & Co
New York
$3.41M -$16.7K -400 -0.5%
CWM
1199
Calamos Wealth Management
Illinois
$3.4M +$1.94M +46,465 +133%
PM
1200
Penbrook Management
New York
$3.39M -$3.43M -82,144 -50%
46 47
48
49 50