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Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$726M
2
State Street
State Street
Massachusetts
+$566M
3
Coatue Management
Coatue Management
New York
+$467M
4
BFA
BlackRock Fund Advisors
California
+$446M
5
WRF
Waddell & Reed Financial
Kansas
+$339M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$862M
2
LPC
Lone Pine Capital
Connecticut
-$784M
3
Bank of America
Bank of America
North Carolina
-$553M
4
Invesco
Invesco
Georgia
-$398M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMCM
1451
Marque Millennium Capital Management
New York
$2.07M – – –
HSA
1452
HBK Sorce Advisory
Pennsylvania
$2.06M -$75.4K -1,623 -4%
EGA
1453
Eagle Global Advisors
Texas
$2.06M -$30.2K -650 -1%
NAMP
1454
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.05M – – –
OFS
1455
Orrstown Financial Services
Pennsylvania
$2.04M -$202K -4,343 -9%
HCM
1456
Hall Capital Management
Rhode Island
$2.04M +$2.04M +43,927 New
MCM
1457
Matarin Capital Management
New York
$2.04M – – –
MWAC
1458
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.04M +$382K +8,232 +23%
MCM
1459
Marathon Capital Management
Maryland
$2.03M -$102K -2,199 -5%
BDF
1460
Balasa Dinverno & Foltz
$2.03M +$71.7K +1,544 +4%
HCA
1461
Horan Capital Advisors
Ohio
$2.02M +$83.4K +1,795 +4%
BCM
1462
Barometer Capital Management
Ontario, Canada
$2.01M +$1.21M +26,100 +152%
CS
1463
Credential Securities
$2M -$161K -3,475 -7%
OIA
1464
Optimum Investment Advisors
Illinois
$1.99M -$7.67K -165 -0.4%
WEC
1465
Winslow Evans & Crocker
Massachusetts
$1.99M -$34.8K -750 -2%
CBN
1466
Cadence Bank NA
Texas
$1.98M +$239K +5,150 +14%
GGPS
1467
Gary Goldberg Planning Services
New York
$1.97M +$11.5K +248 +0.6%
ADBIC
1468
A.D. Beadell Investment Counsel
Wisconsin
$1.97M – – –
CAM
1469
CG Asset Management
New York
$1.97M -$139K -3,000 -7%
WFI
1470
West Family Investments
California
$1.97M – – –
JIC
1471
JRM Investment Counsel
Nebraska
$1.96M +$1.96M +42,250 New
WA
1472
WealthTrust Axiom
Pennsylvania
$1.96M -$46.3K -997 -2%
ACM
1473
Ativo Capital Management
Illinois
$1.96M -$1.6M -34,491 -45%
JWM
1474
Jacobus Wealth Management
Wisconsin
$1.96M +$18.8K +405 +1%
CPS
1475
Counsel Portfolio Services
Ontario, Canada
$1.95M +$214K +4,600 +12%
57 58
59
60 61