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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 %
HPIA
1476
Hamilton Point Investment Advisors
North Carolina
$1.62M +$33.8K +730 +2%
NES
1477
New England Securities
New York
$1.61M -$525K -11,315 -25%
MCM
1478
MAI Capital Management
Ohio
$1.61M +$6.54K +141 +0.4%
ACH
1479
ArrowMark Colorado Holdings
Colorado
$1.61M -$92.7K -2,000 -5%
CC
1480
Cadinha & Co
Hawaii
$1.61M -$158K -3,399 -9%
RC
1481
Roundview Capital
New Jersey
$1.61M -$1.16K -25 -0.1%
KS
1482
Karpas Strategies
Connecticut
$1.6M +$1.3K +28 +0.1%
State Farm Mutual Automobile Insurance
1483
State Farm Mutual Automobile Insurance
Illinois
$1.6M – – –
FBT
1484
Founders Bank & Trust
Michigan
$1.59M -$3.76K -81 -0.2%
TI
1485
Turner Investments
Pennsylvania
$1.59M +$1.55M +33,452 +4,521%
EHWM
1486
Eads & Heald Wealth Management
Georgia
$1.58M -$238K -5,144 -13%
SAS
1487
Spectrum Advisory Services
Georgia
$1.58M -$23.2K -500 -1%
FHC
1488
First Heartland Consultants
Missouri
$1.58M -$20K -432 -1%
CK
1489
Cohen Klingenstein
New York
$1.58M – – –
PFBT
1490
Parkside Financial Bank & Trust
Missouri
$1.58M +$23.8K +514 +2%
AIM
1491
Acropolis Investment Management
Missouri
$1.58M +$15.9K +342 +1%
BSW
1492
Buckingham Strategic Wealth
Missouri
$1.58M +$383K +8,266 +32%
FIM
1493
Fruth Investment Management
Texas
$1.57M +$55.6K +1,200 +4%
HHC
1494
Hutchin Hill Capital
New York
$1.55M +$1.55M +33,500 New
PWM
1495
Perigon Wealth Management
California
$1.55M -$244K -5,271 -14%
OCG
1496
Opus Capital Group
Ohio
$1.55M -$1.53M -33,045 -50%
CYG
1497
Clean Yield Group
Vermont
$1.55M -$3.71K -80 -0.2%
SC
1498
Savant Capital
Illinois
$1.53M +$214K +4,606 +16%
BRWM
1499
B. Riley Wealth Management
Tennessee
$1.53M +$245K +5,290 +19%
ECM
1500
EagleClaw Capital Management
Massachusetts
$1.52M +$13.9K +300 +0.9%
58 59
60
61 62