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Microsoft
MSFT

Overview Fund Activity

1,985 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 810 increasing their positions, 893 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,985
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
57.37%
Holding in Top 10
646
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+18.97%
% of All Funds
18.67%
New
124
Increased
810
Reduced
893
Closed
74
Calls
$4.31B
Puts
$2.63B
Net Calls
+$1.68B
Net Calls Change
+$849M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$339M
4
OH
Orbis Holdings
Bermuda
+$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$297M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.33B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$942M
3
Deutsche Bank
Deutsche Bank
Germany
-$593M
4
Invesco
Invesco
Georgia
-$508M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
1351
Horan Capital Advisors
Ohio
$2.14M +$1.43M +34,915 +201%
DJSG
1352
D.J. St. Germain
Massachusetts
$2.14M -$652K -15,910 -23%
BWM
1353
Braver Wealth Management
Massachusetts
$2.13M +$12.2K +298 +0.6%
OC
1354
Oarsman Capital
Wisconsin
$2.12M -$738 -18 -0%
BA
1355
Bennicas & Associates
California
$2.11M -$150K -3,650 -7%
NAMA
1356
Nikko Asset Management Americas
New York
$2.11M +$28.2K +700 +1%
OFS
1357
Orrstown Financial Services
Pennsylvania
$2.11M -$29.8K -728 -1%
RJA
1358
Robshaw & Julian Associates
New York
$2.11M +$88.1K +2,150 +4%
MHIM
1359
MacNealy Hoover Investment Management
Ohio
$2.09M – – –
CHC
1360
City Holding Co
West Virginia
$2.09M -$7.17K -175 -0.3%
WPC
1361
Waters Parkerson & Co
Louisiana
$2.08M -$71.7K -1,750 -3%
SFP
1362
Santa Fe Partners
New Mexico
$2.08M +$2.08M +50,636 New
HCM
1363
Hodges Capital Management
Texas
$2.07M -$3.61K -88 -0.2%
NIC
1364
Northwest Investment Counselors
Oregon
$2.02M -$5.53K -135 -0.3%
IPRC
1365
Indices-Pac Research Corporation
New Jersey
$2.02M -$2.25M -54,858 -53%
ADBIC
1366
A.D. Beadell Investment Counsel
Wisconsin
$2.01M -$4.1K -100 -0.2%
MCM
1367
Marathon Capital Management
Maryland
$2.01M -$20.4K -498 -1%
RBC
1368
Ronald Blue & Co
Georgia
$2M +$15.9K +387 +0.8%
ICOM
1369
Investment Counselors of Maryland
Maryland
$2M +$6.15K +150 +0.3%
ARMT
1370
Amica Retiree Medical Trust
Rhode Island
$1.99M -$68.5K -1,672 -3%
TFF
1371
Timothy F. Fidgeon
$1.98M -$121K -2,950 -6%
SCM
1372
Stellar Capital Management
Arizona
$1.98M +$8.81K +215 +0.4%
GKFF
1373
George Kaiser Family Foundation
Oklahoma
$1.97M +$1.97M +48,155 New
GIA
1374
GHP Investment Advisors
Colorado
$1.96M -$22.9K -559 -1%
SWK
1375
Stephen W. Kidder
$1.96M -$10.2K -250 -0.5%
53 54
55
56 57