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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 %
GA
1326
GFS Advisors
Texas
$2.97M -$60.4K -1,300 -2%
GAM
1327
Guinness Asset Management
United Kingdom
$2.96M -$114K -2,450 -4%
SDJVC
1328
St. Denis J. Villere & Co
Louisiana
$2.96M -$642K -13,830 -18%
NME
1329
Notis-McConarty Edward
$2.96M – – –
GEM
1330
Global Endowment Management
North Carolina
$2.95M -$237K -5,100 -7%
BE
1331
Bonness Enterprises
District of Columbia
$2.95M – – –
PCTC
1332
Perkins Coie Trust Company
Washington
$2.94M -$33.5K -721 -1%
RCG
1333
Ruane, Cunniff & Goldfarb
New York
$2.93M -$7.43K -160 -0.3%
Financial Engines Advisors
1334
Financial Engines Advisors
California
$2.93M -$1.38M -29,736 -32%
NAP
1335
New Amsterdam Partners
New York
$2.93M +$372 +8 +0%
AssetMark Inc
1336
AssetMark Inc
California
$2.9M -$12.4K -267 -0.4%
AI
1337
Atria Investments
North Carolina
$2.89M +$55.5K +1,195 +2%
AP
1338
Appleton Partners
Massachusetts
$2.88M +$86.4K +1,860 +3%
III
1339
Independent Investors Inc
New York
$2.86M – – –
BST
1340
Bath Savings Trust
Maine
$2.85M -$46.2K -995 -2%
SFA
1341
Sequoia Financial Advisors
Ohio
$2.85M +$144K +3,097 +5%
RT
1342
Rockland Trust
Massachusetts
$2.83M -$94.1K -2,025 -3%
KAM
1343
Keeley Asset Management
Illinois
$2.83M +$2.09K +45 +0.1%
BSWMG
1344
Barrington Strategic Wealth Management Group
Illinois
$2.82M +$52.5K +1,129 +2%
ASN
1345
Advisory Services Network
Georgia
$2.82M +$49.9K +1,075 +2%
LG
1346
LaFleur & Godfrey
Michigan
$2.81M +$351K +7,550 +14%
CSUI
1347
Cincinnati Specialty Underwriters Insurance
Ohio
$2.79M – – –
MJP
1348
Michael J. Puzo
$2.78M +$7.43K +160 +0.3%
OCM
1349
One Capital Management
California
$2.78M +$87.4K +1,881 +3%
ST
1350
Somerset Trust
Pennsylvania
$2.77M +$30.8K +663 +1%
52 53
54
55 56