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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1351
Aspen Investment Management
Michigan
$2.25M +$2.09K +50 +0.1%
CPSAC
1352
Chas P. Smith & Associates (CPS)
Florida
$2.23M -$946K -22,672 -30%
CP
1353
Cinque Partners
California
$2.23M +$33.7K +809 +2%
LOAMS
1354
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.22M +$2.22M +53,379 New
FFS
1355
Founders Financial Securities
Maryland
$2.22M +$357K +8,560 +19%
FFC
1356
First Financial Corp
Indiana
$2.21M -$288K -6,900 -12%
LPT
1357
Legacy Private Trust
Wisconsin
$2.21M +$1.21M +28,926 +121%
HI
1358
Horizon Investments
North Carolina
$2.19M +$355K +8,514 +19%
MSWM
1359
Mader & Shannon Wealth Management
Missouri
$2.17M +$2.17M +52,032 New
FFA
1360
Fragasso Financial Advisors
Pennsylvania
$2.17M -$30.9K -740 -1%
BWM
1361
Braver Wealth Management
Massachusetts
$2.15M -$17.3K -415 -0.8%
OC
1362
Oarsman Capital
Wisconsin
$2.14M -$19.4K -465 -0.9%
DJSG
1363
D.J. St. Germain
Massachusetts
$2.13M -$45.2K -1,085 -2%
WBG
1364
Wharton Business Group
Pennsylvania
$2.13M -$2.45M -58,750 -54%
BA
1365
Bennicas & Associates
California
$2.13M -$22.6K -543 -1%
CAM
1366
CG Asset Management
New York
$2.11M -$358K -8,592 -15%
ST
1367
Semper Trust
Pennsylvania
$2.11M -$113K -2,700 -5%
RBC
1368
Ronald Blue & Co
Georgia
$2.11M +$68.5K +1,642 +3%
WPC
1369
Waters Parkerson & Co
Louisiana
$2.1M -$15.3K -367 -0.7%
OFS
1370
Orrstown Financial Services
Pennsylvania
$2.1M -$44.2K -1,060 -2%
MHIM
1371
MacNealy Hoover Investment Management
Ohio
$2.09M -$37.5K -900 -2%
VKH
1372
Virtu KCG Holdings
New York
$2.07M -$7.34M -175,995 -78%
PGA
1373
Portland Global Advisors
Maine
$2.07M +$143K +3,436 +7%
IB
1374
Intrust Bank
Kansas
$2.06M +$229K +5,497 +13%
Financial Engines Advisors
1375
Financial Engines Advisors
California
$2.05M -$1.11M -26,715 -35%
53 54
55
56 57