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Microsoft
MSFT

Overview Fund Activity

1,997 hedge funds and large institutions have $272B invested in Microsoft in 2014 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 751 increasing their positions, 979 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
57.98%
Holding in Top 10
717
Holding in Top 10 Change
+121
Holding in Top 10 Change %
+20.3%
% of All Funds
20.82%
New
87
Increased
751
Reduced
979
Closed
60
Calls
$3.37B
Puts
$3.55B
Net Calls
-$183M
Net Calls Change
-$1.23B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.17B
2
State Street
State Street
Massachusetts
+$1.07B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
4
WRF
Waddell & Reed Financial
Kansas
+$644M
5
BIT
BlackRock Institutional Trust
California
+$496M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.9B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.02B
3
Invesco
Invesco
Georgia
-$417M
4
Goldman Sachs
Goldman Sachs
New York
-$363M
5
N
Natixis
France
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
1426
Reinhart Partners
Wisconsin
$1.87M +$23K +495 +1%
NMIFOAC
1427
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.85M – – –
BO
1428
Bank OZK
Arkansas
$1.85M -$21.7K -467 -1%
TCM
1429
Telos Capital Management
California
$1.85M -$97.7K -2,107 -5%
LWM
1430
LBA Wealth Management
Florida
$1.84M +$22.2K +478 +1%
AAM
1431
Aureus Asset Management
Massachusetts
$1.84M -$123K -2,650 -6%
SSWM
1432
Sheets Smith Wealth Management
North Carolina
$1.84M -$16.1K -348 -0.9%
IAS
1433
IMA Advisory Services
Colorado
$1.83M +$6.49K +140 +0.4%
WWM
1434
Willingdon Wealth Management
North Carolina
$1.82M +$50.5K +1,088 +3%
WRM
1435
Westport Resources Management
Connecticut
$1.82M +$325K +7,013 +22%
LNC
1436
Lincoln National Corp
Pennsylvania
$1.81M +$93.1K +2,007 +5%
Mariner
1437
Mariner
Kansas
$1.79M +$267K +5,760 +17%
FCCM
1438
First City Capital Management
Georgia
$1.79M -$44K -949 -2%
CCM
1439
CWH Capital Management
Washington
$1.79M +$37.1K +800 +2%
RB
1440
Rodgers Brothers
Pennsylvania
$1.79M -$23.2K -500 -1%
CAL
1441
Capital Analysts LLC
Pennsylvania
$1.78M -$66.5K -1,434 -4%
PVH
1442
Psagot Value Holdings
Israel
$1.77M -$4.17K -90 -0.2%
ICOA
1443
Investment Centers of America
North Dakota
$1.77M +$479K +10,344 +37%
EWM
1444
Empirical Wealth Management
Washington
$1.76M +$306K +6,604 +21%
TWA
1445
TCI Wealth Advisors
Arizona
$1.76M -$142K -3,058 -7%
CCA
1446
Catalyst Capital Advisors
New York
$1.75M -$4.77M -102,920 -73%
CM
1447
Capital Management
Virginia
$1.75M -$7.71M -166,254 -81%
DM
1448
Diker Management
New York
$1.75M – – –
BWM
1449
Braver Wealth Management
Massachusetts
$1.75M -$647K -13,955 -27%
SIC
1450
Schwartz Investment Counsel
Michigan
$1.75M -$107K -2,300 -6%
56 57
58
59 60