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Microsoft
MSFT

Overview Fund Activity

1,997 hedge funds and large institutions have $272B invested in Microsoft in 2014 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 751 increasing their positions, 979 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
57.98%
Holding in Top 10
717
Holding in Top 10 Change
+121
Holding in Top 10 Change %
+20.3%
% of All Funds
20.82%
New
87
Increased
751
Reduced
979
Closed
60
Calls
$3.37B
Puts
$3.55B
Net Calls
-$183M
Net Calls Change
-$1.23B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17B
2
State Street
State Street
Massachusetts
+$1.07B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
4
WRF
Waddell & Reed Financial
Kansas
+$644M
5
BIT
BlackRock Institutional Trust
California
+$496M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.9B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.02B
3
Invesco
Invesco
Georgia
-$417M
4
Goldman Sachs
Goldman Sachs
New York
-$363M
5
N
Natixis
France
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
1226
Hirtle Callaghan & Co
Pennsylvania
$3.48M -$286K -6,162 -8%
COI
1227
Connable Office Inc
Michigan
$3.47M -$908K -19,597 -21%
CO
1228
Caldwell & Orkin
Georgia
$3.46M -$1.13M -24,400 -25%
ROTUOC
1229
Regents of the University of California
California
$3.46M +$3.46M +74,525 New
WSC
1230
Wellington Shields & Co
New York
$3.45M +$37.4K +806 +1%
RMCM
1231
Reynders McVeigh Capital Management
Massachusetts
$3.45M +$155K +3,350 +5%
NRS
1232
Neville Rodie & Shaw
New York
$3.44M +$6.3K +136 +0.2%
EFS
1233
Essex Financial Services
Connecticut
$3.42M +$225K +4,856 +7%
TC
1234
Taylor Cottrill
New Hampshire
$3.41M -$201K -4,325 -6%
CAM
1235
Chesapeake Asset Management
New York
$3.39M – – –
OMCS
1236
Old Mutual Customised Solutions
South Africa
$3.38M -$964K -20,800 -22%
FSC
1237
Fiduciary Services Corp
Georgia
$3.36M -$72.9K -1,573 -2%
FMWA
1238
Forvis Mazars Wealth Advisors
Missouri
$3.34M -$183K -3,938 -5%
SA
1239
Strategic Advisors
New York
$3.33M -$115K -2,475 -3%
SHA
1240
Smith Hayes Advisers
Nebraska
$3.33M -$156K -3,363 -4%
FWC
1241
First Washington Corp
Washington
$3.33M -$799K -17,235 -19%
AMM
1242
American Money Management
California
$3.32M -$43K -927 -1%
BRWA
1243
B. Riley Wealth Advisors
Florida
$3.31M -$3.68M -77,455 -53%
PJSIMP
1244
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.29M +$166K +3,575 +5%
BCA
1245
Benchmark Capital Advisors
New York
$3.27M – – –
SIG
1246
Sky Investment Group
Connecticut
$3.27M +$243K +5,244 +8%
CICI
1247
Capital Investment Counsel Inc
North Carolina
$3.23M -$155K -3,335 -5%
AUB
1248
Atlantic Union Bankshares
Virginia
$3.22M -$56.9K -1,227 -2%
I
1249
IberiaBank
Louisiana
$3.22M +$308K +6,638 +11%
BCMO
1250
Buckingham Capital Management (Ohio)
Ohio
$3.22M +$27.4K +590 +0.9%
48 49
50
51 52