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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 %
NC
1226
Northpointe Capital
Michigan
$3.81M +$3.81M +82,084 New
LCM
1227
Leonard Capital Management
Florida
$3.81M – – –
TCOTO
1228
Trust Company of the Ozarks
Missouri
$3.8M -$4.97K -107 -0.1%
WIC
1229
Woodmont Investment Counsel
Tennessee
$3.8M -$109K -2,346 -3%
MC
1230
MRJ Capital
New York
$3.8M – – –
VFS
1231
VSR Financial Services
Kansas
$3.79M -$189K -4,062 -5%
BRM
1232
Boston Research & Management
Massachusetts
$3.77M -$14.4K -310 -0.4%
GI
1233
Glovista Investments
New Jersey
$3.77M +$3.54M +76,154 +1,543%
VHAM
1234
Van Hulzen Asset Management
California
$3.76M +$782K +16,835 +26%
PTB
1235
Pioneer Trust Bank
Oregon
$3.75M -$37.2K -800 -1%
ANBTV
1236
American National Bank & Trust (Virginia)
Virginia
$3.74M +$726K +15,636 +24%
CCT
1237
Capital City Trust
Florida
$3.73M -$11.6K -250 -0.3%
MNBTD
1238
Moody National Bank Trust Division
Texas
$3.72M -$37.2K -800 -1%
CCC
1239
Cincinnati Casualty Company
Ohio
$3.72M – – –
BO
1240
BRR OpCo
Ohio
$3.71M -$116K -2,504 -3%
HIC
1241
Hartline Investment Corp
Illinois
$3.69M -$8.36K -180 -0.2%
EVM
1242
Evelyn V. Moreno
$3.67M -$111K -2,387 -3%
ST
1243
Smithfield Trust
Pennsylvania
$3.64M -$579K -12,467 -14%
DCM
1244
Driehaus Capital Management
Illinois
$3.64M -$1.03M -22,176 -22%
IAM
1245
ICM Asset Management
Washington
$3.63M -$465 -10 -0%
VIP
1246
Vantage Investment Partners
Missouri
$3.63M -$37.1K -799 -1%
BEAM
1247
Baker Ellis Asset Management
Washington
$3.63M -$10.4K -223 -0.3%
CCM
1248
Cohen Capital Management
California
$3.62M – – –
HDIM
1249
Hanson & Doremus Investment Management
Vermont
$3.61M +$60.4K +1,300 +2%
PRHC
1250
P.R. Herzig & Co
New York
$3.6M -$23.2K -500 -0.6%
48 49
50
51 52