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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 %
EA
1426
Emerald Advisers
Pennsylvania
$1.66M -$162K -3,956 -9%
GGPS
1427
Gary Goldberg Planning Services
New York
$1.66M +$284K +6,929 +21%
BT
1428
Beacon Trust
New Jersey
$1.65M -$18.2K -445 -1%
IAS
1429
IMA Advisory Services
Colorado
$1.65M -$83.6K -2,040 -5%
BG
1430
Bollard Group
Massachusetts
$1.65M – – –
FCCM
1431
First City Capital Management
Georgia
$1.64M +$20.5K +501 +1%
OIA
1432
Optimum Investment Advisors
Illinois
$1.64M -$22.3K -544 -1%
NMIFOAC
1433
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.64M – – –
BO
1434
Bank OZK
Arkansas
$1.64M -$122K -2,979 -7%
TWA
1435
TCI Wealth Advisors
Arizona
$1.64M -$66.3K -1,616 -4%
SIC
1436
Schwartz Investment Counsel
Michigan
$1.64M – – –
JCM
1437
Jag Capital Management
Missouri
$1.64M +$42.8K +1,044 +3%
SSWM
1438
Sheets Smith Wealth Management
North Carolina
$1.63M +$5.45K +133 +0.3%
CAL
1439
Capital Analysts LLC
Pennsylvania
$1.63M +$79.1K +1,930 +5%
LWM
1440
LBA Wealth Management
Florida
$1.63M -$27.3K -665 -2%
WWM
1441
Willingdon Wealth Management
North Carolina
$1.62M -$9.14K -223 -0.6%
WIL
1442
Winifred I. Li
$1.62M -$354K -8,623 -18%
WA
1443
WealthTrust Axiom
Pennsylvania
$1.61M +$37.6K +918 +2%
SIC
1444
SFE Investment Counsel
California
$1.6M -$54K -1,316 -3%
SLG
1445
Stanley-Laman Group
Pennsylvania
$1.59M +$1.59M +38,778 New
CC
1446
Cadinha & Co
Hawaii
$1.58M -$36.9K -900 -2%
MBT
1447
Monroe Bank & Trust
Michigan
$1.58M -$9.8K -239 -0.6%
DLCIG
1448
D.L. Carlson Investment Group
New Hampshire
$1.57M -$4.4M -107,236 -74%
PIA
1449
Peachtree Investment Advisors
Georgia
$1.57M -$972K -23,715 -38%
PVH
1450
Psagot Value Holdings
Israel
$1.57M +$27K +660 +2%
56 57
58
59 60