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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 %
GIM
1326
Groesbeck Investment Management
New Jersey
$2.64M -$510K -10,993 -16%
HB
1327
Homrich & Berg
Georgia
$2.64M +$1.09M +23,461 +70%
IMS
1328
Index Management Solutions
Pennsylvania
$2.63M +$981K +21,165 +60%
PFSC
1329
Peoples Financial Services Corp
Pennsylvania
$2.61M -$90.4K -1,950 -3%
MRCM
1330
M&R Capital Management
New Jersey
$2.59M -$134K -2,896 -5%
PIMJS
1331
PKO Investment Management Joint-Stock
Poland
$2.59M -$1.53M -32,900 -37%
SCM
1332
SOL Capital Management
Maryland
$2.58M -$153K -3,298 -6%
ACM
1333
Alta Capital Management
Utah
$2.58M -$288K -6,225 -10%
NDSI
1334
Newman Dignan & Sheerar Inc
Rhode Island
$2.58M -$10.4K -224 -0.4%
CCM
1335
Compton Capital Management
Rhode Island
$2.56M -$13.9K -300 -0.5%
SKK
1336
Shepherd Kaplan Krochuk
Massachusetts
$2.56M -$699K -15,087 -21%
FFA
1337
Fragasso Financial Advisors
Pennsylvania
$2.54M +$135K +2,922 +6%
Carson Wealth (CWM LLC)
1338
Carson Wealth (CWM LLC)
Nebraska
$2.54M -$1.05M -22,637 -29%
WCM
1339
Wisconsin Capital Management
Wisconsin
$2.54M – – –
FFC
1340
First Financial Corp
Indiana
$2.53M +$70.7K +1,524 +3%
NFG
1341
Next Financial Group
Texas
$2.52M +$2.33M +50,284 +1,210%
DBIA
1342
Dumont & Blake Investment Advisors
New Jersey
$2.52M +$46 +1 +0%
RBC
1343
Ronald Blue & Co
Georgia
$2.51M +$171K +3,698 +7%
BAC
1344
Boys Arnold & Co
North Carolina
$2.48M -$149K -3,219 -6%
CNC
1345
Citizens & Northern Corp
Pennsylvania
$2.48M -$22.7K -489 -0.9%
FM
1346
Forward Management
California
$2.46M -$183K -4,064 -7%
LG
1347
LaFleur & Godfrey
Michigan
$2.45M +$391K +8,425 +19%
CHC
1348
City Holding Co
West Virginia
$2.42M -$4.64K -100 -0.2%
PPSG
1349
Princeton Portfolio Strategies Group
New Jersey
$2.42M +$181K +3,900 +8%
DJSG
1350
D.J. St. Germain
Massachusetts
$2.41M +$42.9K +925 +2%
52 53
54
55 56