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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 %
WA
1451
WBH Advisory
Maryland
$1.74M -$12.1K -261 -0.7%
CBN
1452
Cadence Bank NA
Texas
$1.74M -$6.96K -150 -0.4%
MBT
1453
Monroe Bank & Trust
Michigan
$1.74M -$84.9K -1,831 -5%
CPS
1454
Counsel Portfolio Services
Ontario, Canada
$1.73M +$37.1K +800 +2%
PIA
1455
Peachtree Investment Advisors
Georgia
$1.73M -$12.7K -275 -0.7%
BAM
1456
Burnham Asset Management
New York
$1.73M +$13.9K +300 +0.8%
AHS
1457
Aspiriant Holdings S3
California
$1.72M +$58.6K +1,265 +4%
ANB
1458
Amarillo National Bank
Texas
$1.71M -$61.8K -1,333 -3%
Twin Tree Management
1459
Twin Tree Management
Texas
$1.71M +$1.71M +36,826 New
IT
1460
Investors Trust
Texas
$1.7M -$2.24M -48,323 -57%
Rafferty Asset Management
1461
Rafferty Asset Management
New York
$1.7M +$1.07M +22,993 +169%
SOAMC
1462
Spirit of America Management Corp
New York
$1.69M – – –
CAM
1463
Congress Asset Management
Massachusetts
$1.67M -$84.2K -1,816 -5%
MC
1464
Miles Capital
Iowa
$1.66M -$1.15M -24,714 -41%
TBNY
1465
Trustco Bank (New York)
New York
$1.66M -$23.2K -500 -1%
LPT
1466
Legacy Private Trust
Wisconsin
$1.66M -$795K -17,160 -32%
DD
1467
Dominick & Dominick
New York
$1.65M +$39.6K +854 +2%
MGIA
1468
Moneta Group Investment Advisors
Missouri
$1.65M -$70.7K -1,525 -4%
MWAC
1469
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.65M +$214K +4,627 +15%
AIM
1470
Aspen Investment Management
Michigan
$1.64M -$858K -18,510 -34%
IB
1471
Intrust Bank
Kansas
$1.63M -$653K -14,092 -29%
NSIM
1472
North Star Investment Management
Illinois
$1.63M -$96.2K -2,075 -6%
TFF
1473
Timothy F. Fidgeon
$1.63M -$42.9K -925 -3%
KCM
1474
KSA Capital Management
New Jersey
$1.62M – – –
DVM
1475
Dreman Value Management
Florida
$1.62M -$986K -21,264 -38%
57 58
59
60 61