MSFT icon

Microsoft
MSFT

Overview Fund Activity

1,985 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 810 increasing their positions, 893 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,985
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
57.37%
Holding in Top 10
646
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+18.97%
% of All Funds
18.67%
New
124
Increased
810
Reduced
893
Closed
74
Calls
$4.31B
Puts
$2.63B
Net Calls
+$1.68B
Net Calls Change
+$849M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$339M
4
OH
Orbis Holdings
Bermuda
+$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$297M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.33B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$942M
3
Deutsche Bank
Deutsche Bank
Germany
-$593M
4
Invesco
Invesco
Georgia
-$508M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJL
1526
Shayne & Jacobs LLC
Tennessee
$1.22M – – –
SG
1527
Somerset Group
Minnesota
$1.22M -$539K -13,135 -31%
CYG
1528
Clean Yield Group
Vermont
$1.22M – – –
DBT
1529
Dubuque Bank & Trust
Iowa
$1.22M +$64.1K +1,564 +6%
IA
1530
Icon Advisers
Colorado
$1.21M – – –
PFS
1531
Prospera Financial Services
Texas
$1.21M +$24.1K +612 +2%
VAM
1532
Visium Asset Management
New York
$1.19M +$318K +7,746 +36%
Mariner
1533
Mariner
Kansas
$1.18M -$291K -7,109 -20%
SSG
1534
Summit Securities Group
New York
$1.18M -$6.25M -152,534 -84%
BTNA
1535
Bremer Trust National Association
Minnesota
$1.18M -$36.5K -890 -3%
BIM
1536
Barton Investment Management
Pennsylvania
$1.18M – – –
WAS
1537
Winch Advisory Services
Wisconsin
$1.18M +$1.18M +28,689 New
DCM
1538
Dinsmore Capital Management
New Jersey
$1.17M -$205K -5,000 -15%
PL
1539
Plancorp LLC
Missouri
$1.17M +$424K +10,725 +57%
SC
1540
Savant Capital
Illinois
$1.17M +$27.6K +673 +2%
MWP
1541
MYCIO Wealth Partners
Pennsylvania
$1.17M +$34.8K +850 +3%
ARMC
1542
American Research & Management Company
Massachusetts
$1.16M -$42.7K -1,043 -4%
MCC
1543
Mid Continent Capital
Illinois
$1.15M +$45.9K +1,120 +4%
IAS
1544
INR Advisory Services
Pennsylvania
$1.15M -$454K -11,085 -28%
AIM
1545
Acropolis Investment Management
Missouri
$1.15M -$27.3K -665 -2%
GIM
1546
Guardian Investment Management
California
$1.15M -$41K -1,000 -3%
BVDMP
1547
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.14M -$111K -2,700 -9%
MWAC
1548
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.14M -$1.25M -30,414 -52%
BHBT
1549
Burke & Herbert Bank & Trust
Virginia
$1.13M -$31.2K -761 -3%
FCIM
1550
Fairview Capital Investment Management
California
$1.11M -$123K -3,010 -10%
60 61
62
63 64