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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
1301
White Pine Capital
Minnesota
$2.56M -$1.82M -44,844 -42%
AIM
1302
ARGA Investment Management
Connecticut
$2.56M +$2.56M +62,900 New
QIM
1303
Quantitative Investment Management
Virginia
$2.53M -$1.18M -29,100 -32%
NC
1304
Northpointe Capital
Michigan
$2.53M -$809K -19,901 -24%
LG
1305
LaFleur & Godfrey
Michigan
$2.52M +$59.4K +1,460 +2%
ST
1306
Somerset Trust
Pennsylvania
$2.51M +$84.4K +2,076 +3%
GA
1307
GFS Advisors
Texas
$2.51M -$93.5K -2,300 -4%
III
1308
Independent Investors Inc
New York
$2.5M – – –
OCM
1309
One Capital Management
California
$2.5M +$65.9K +1,622 +3%
DDC
1310
DF Dent & Co
Maryland
$2.47M +$73.2K +1,800 +3%
KAM
1311
Keeley Asset Management
Illinois
$2.47M -$12.2K -300 -0.5%
SBWIC
1312
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.46M +$73.3K +1,804 +3%
CCA
1313
Cobblestone Capital Advisors
New York
$2.45M +$53.3K +1,311 +2%
ASN
1314
Advisory Services Network
Georgia
$2.45M -$72.7K -1,749 -3%
CSUI
1315
Cincinnati Specialty Underwriters Insurance
Ohio
$2.44M – – –
RT
1316
Rockland Trust
Massachusetts
$2.44M -$44.4K -1,091 -2%
ZB
1317
Zions Bancorporation
Utah
$2.44M +$2.44M +59,895 New
EIM
1318
Essex Investment Management
Massachusetts
$2.43M +$489K +12,038 +25%
Financial Engines Advisors
1319
Financial Engines Advisors
California
$2.43M -$497K -10,707 -17%
SDJVC
1320
St. Denis J. Villere & Co
Louisiana
$2.43M -$159K -3,900 -6%
AI
1321
Atria Investments
North Carolina
$2.42M -$108K -2,652 -4%
AIA
1322
AIMZ Investment Advisors
California
$2.42M -$5.53K -136 -0.2%
CAM
1323
CMT Asset Management
Illinois
$2.41M +$2.41M +59,287 New
BFC
1324
Blue Fin Capital
Rhode Island
$2.4M -$13.2K -325 -0.5%
OIM
1325
Orca Investment Management
Oregon
$2.4M +$2.02M +49,788 +536%
51 52
53
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