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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 %
WIL
1501
Winifred I. Li
$1.5M -$318K -6,860 -17%
GP
1502
Girard Partners
Pennsylvania
$1.5M +$48.3K +1,043 +3%
RSS
1503
Rosenblum Silverman Sutton
California
$1.5M +$60.2K +1,298 +4%
EWM
1504
Endurance Wealth Management
Rhode Island
$1.49M +$69K +1,490 +5%
HA
1505
Hamel Associates
New Jersey
$1.49M +$56.8K +1,225 +4%
PFS
1506
Prospera Financial Services
Texas
$1.49M +$158K +3,771 +12%
FAM
1507
Formidable Asset Management
Ohio
$1.48M -$92.6K -1,953 -6%
WA
1508
Winfield Associates
Ohio
$1.48M +$80.7K +1,740 +6%
SAMC
1509
Shinko Asset Management Company
Japan
$1.48M +$5.93K +128 +0.4%
LIM
1510
Leavell Investment Management
Alabama
$1.47M +$79.5K +1,714 +6%
NIM
1511
Northeast Investment Management
Massachusetts
$1.46M +$62K +1,336 +4%
HW
1512
Hancock Whitney
Mississippi
$1.44M -$4.64K -100 -0.3%
JIC
1513
Joel Isaacson & Co
New York
$1.44M +$13.5K +291 +0.9%
SNBOSCI
1514
Security National Bank of Sioux City Iowa
Iowa
$1.44M -$463K -9,985 -24%
AIM
1515
Allen Investment Management
New York
$1.43M +$641K +13,830 +81%
JG
1516
Jefferies Group
New York
$1.43M +$576K +12,415 +67%
MCC
1517
Mid Continent Capital
Illinois
$1.42M +$56.8K +1,225 +4%
CFMC
1518
Curbstone Financial Management Corp
New Hampshire
$1.42M -$140K -3,025 -9%
EWM
1519
Edge Wealth Management
New York
$1.42M -$32.9K -711 -2%
BTNA
1520
Bremer Trust National Association
Minnesota
$1.42M +$113K +2,430 +9%
HPCM
1521
High Pointe Capital Management
Illinois
$1.4M -$5.05M -108,864 -78%
ATC
1522
Adirondack Trust Company
New York
$1.4M +$75.1K +1,620 +6%
BHA
1523
Beech Hill Advisors
New York
$1.4M -$354K -7,639 -20%
UFG
1524
United Fire Group
Iowa
$1.39M – – –
SG
1525
Somerset Group
Minnesota
$1.38M – – –
59 60
61
62 63