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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 %
AAM
1401
Azzad Asset Management
Virginia
$1.81M -$829K -20,219 -31%
CCG
1402
Cypress Capital Group
Florida
$1.81M +$53.2K +1,298 +3%
TYCC
1403
Texas Yale Capital Corp
Florida
$1.81M +$333K +8,117 +23%
HI
1404
Horizon Investments
North Carolina
$1.81M +$333K +8,111 +23%
TFA
1405
Transamerica Financial Advisors
Florida
$1.8M +$1.36M +33,272 +312%
WAM
1406
Weatherly Asset Management
California
$1.8M -$49.6K -1,210 -3%
IB
1407
Intrust Bank
Kansas
$1.8M +$366K +8,926 +26%
ICAS
1408
Investors Capital Advisory Services
Massachusetts
$1.77M +$184K +4,487 +12%
RCAG
1409
Rehmann Capital Advisory Group
Michigan
$1.77M +$320K +7,802 +22%
MM
1410
Midas Management
New York
$1.76M – – –
GLI
1411
Guardian Life Insurance
New York
$1.75M -$246 -6 -0%
JWM
1412
Jacobus Wealth Management
Wisconsin
$1.74M +$58.6K +1,430 +3%
RP
1413
Reinhart Partners
Wisconsin
$1.74M +$48.4K +1,180 +3%
PP
1414
Paloma Partners
Connecticut
$1.73M +$1.73M +42,300 New
TCM
1415
Telos Capital Management
California
$1.73M +$35.7K +872 +2%
RB
1416
Rodgers Brothers
Pennsylvania
$1.71M -$26.6K -650 -2%
ASN
1417
Advisory Services Network
Georgia
$1.71M -$177K -4,307 -9%
MCM
1418
MAI Capital Management
Ohio
$1.69M -$51K -1,245 -3%
LC
1419
Lilley & Co
Michigan
$1.69M -$106K -2,582 -6%
EHWM
1420
Eads & Heald Wealth Management
Georgia
$1.69M -$27.3K -665 -2%
AI
1421
ArchPoint Investors
Florida
$1.68M – – –
SNBOSCI
1422
Security National Bank of Sioux City Iowa
Iowa
$1.67M -$25K -609 -1%
B
1423
BancorpSouth
Mississippi
$1.67M -$274K -6,697 -14%
LG
1424
LaFleur & Godfrey
Michigan
$1.67M -$78.9K -1,924 -5%
EIM
1425
Essex Investment Management
Massachusetts
$1.67M -$6.69M -163,200 -80%
55 56
57
58 59