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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 %
MCTIC
1301
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.78M -$32.5K -700 -1%
GRQ
1302
Gardner Russo & Quinn
Pennsylvania
$2.78M -$64.6K -1,394 -2%
PHS
1303
Pekin Hardy Strauss
Illinois
$2.77M -$879K -18,958 -24%
MJP
1304
Michael J. Puzo
$2.77M -$7.65K -165 -0.3%
BSWMG
1305
Barrington Strategic Wealth Management Group
Illinois
$2.77M -$91.1K -1,965 -3%
ASN
1306
Advisory Services Network
Georgia
$2.77M +$96.3K +2,077 +4%
DDC
1307
DF Dent & Co
Maryland
$2.75M – – –
SBWIC
1308
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.74M -$37.1K -800 -1%
WC
1309
Whitnell & Co
Illinois
$2.74M -$9.78K -211 -0.4%
ST
1310
Somerset Trust
Pennsylvania
$2.74M +$103K +2,229 +4%
ACI
1311
Alpha Cubed Investments
California
$2.73M -$223K -4,817 -8%
BFC
1312
Blue Fin Capital
Rhode Island
$2.72M +$27.4K +591 +1%
KIC
1313
Keating Investment Counselors
Florida
$2.71M -$51K -1,100 -2%
GIS
1314
Guardian Investor Services
New York
$2.71M +$105K +2,261 +4%
CCA
1315
Cobblestone Capital Advisors
New York
$2.71M -$30.9K -667 -1%
HI
1316
Horizon Investments
North Carolina
$2.7M +$259K +5,577 +11%
SFA
1317
Sequoia Financial Advisors
Ohio
$2.7M -$74.8K -1,614 -3%
WC
1318
Whitney & Co
New York
$2.69M +$12.5K +270 +0.5%
TIA
1319
Tiemann Investment Advisors
California
$2.69M -$2.87K -62 -0.1%
OCM
1320
One Capital Management
California
$2.68M -$128K -2,754 -5%
SSIA
1321
Spero-Smith Investment Advisers
Ohio
$2.68M -$49.6K -1,070 -2%
FFS
1322
Founders Financial Securities
Maryland
$2.68M +$215K +4,630 +9%
ABP
1323
Arthur B. Page
$2.67M +$45K +970 +2%
KAS
1324
Kemnay Advisory Services
New York
$2.67M -$230K -4,955 -8%
11A
1325
10-15 Associates
New York
$2.66M -$603 -13 -0%
51 52
53
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