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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 %
GC
1426
Garde Capital
Washington
$1.76M +$1.76M +42,153 New
CCA
1427
Checchi Capital Advisers
California
$1.76M +$264K +6,322 +18%
TCM
1428
Telos Capital Management
California
$1.75M -$13.7K -328 -0.8%
BBNB
1429
Baker Boyer National Bank
Washington
$1.74M -$151K -3,631 -8%
PSI
1430
Pinnacle Summer Investments
Virginia
$1.73M +$69.3K +1,604 +4%
NGA
1431
Naples Global Advisors
Florida
$1.73M +$263K +6,300 +18%
MCM
1432
Matarin Capital Management
New York
$1.73M +$827K +19,827 +92%
EIM
1433
Essex Investment Management
Massachusetts
$1.73M +$25.9K +622 +2%
BIM
1434
Bridges Investment Management
Nebraska
$1.72M +$170K +4,082 +11%
TWA
1435
TCI Wealth Advisors
Arizona
$1.71M +$42.8K +1,026 +3%
AI
1436
ArchPoint Investors
Florida
$1.71M – – –
SNBOSCI
1437
Security National Bank of Sioux City Iowa
Iowa
$1.71M +$4.09K +98 +0.2%
GGPS
1438
Gary Goldberg Planning Services
New York
$1.7M +$8.42K +202 +0.5%
BO
1439
Bank OZK
Arkansas
$1.69M +$18.8K +450 +1%
BG
1440
Bollard Group
Massachusetts
$1.68M – – –
NMIFOAC
1441
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.67M – – –
SSWM
1442
Sheets Smith Wealth Management
North Carolina
$1.67M +$5.13K +123 +0.3%
SIC
1443
Schwartz Investment Counsel
Michigan
$1.67M – – –
RP
1444
Reinhart Partners
Wisconsin
$1.66M -$110K -2,635 -6%
CAL
1445
Capital Analysts LLC
Pennsylvania
$1.66M +$1.75K +42 +0.1%
LC
1446
Lilley & Co
Michigan
$1.66M -$63.3K -1,517 -4%
FCCM
1447
First City Capital Management
Georgia
$1.65M -$20.9K -500 -1%
SLG
1448
Stanley-Laman Group
Pennsylvania
$1.65M +$33.6K +806 +2%
IAS
1449
IMA Advisory Services
Colorado
$1.64M -$37.1K -890 -2%
WIL
1450
Winifred I. Li
$1.64M -$9.09K -218 -0.6%
56 57
58
59 60