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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 %
SJL
1526
Shayne & Jacobs LLC
Tennessee
$1.38M -$3.52K -76 -0.3%
LCM
1527
Liberty Capital Management
Michigan
$1.38M -$60.3K -1,300 -4%
JFA
1528
JNBA Financial Advisors
Minnesota
$1.37M +$32K +690 +2%
IIA
1529
IPG Investment Advisors
California
$1.37M – – –
PG
1530
Proffitt & Goodson
Tennessee
$1.37M -$97.8K -2,110 -7%
IA
1531
Icon Advisers
Colorado
$1.37M – – –
FA
1532
FMA Advisory
Pennsylvania
$1.36M -$57.2K -1,234 -4%
TCOO
1533
Trust Company of Oklahoma
Oklahoma
$1.36M -$260K -5,600 -16%
BIM
1534
Barton Investment Management
Pennsylvania
$1.33M – – –
IAA
1535
Ironsides Asset Advisors
North Carolina
$1.33M -$48.1K -1,037 -3%
WCM
1536
Wunderlich Capital Managemnt
Tennessee
$1.33M -$40.9K -884 -3%
DCM
1537
Dinsmore Capital Management
New Jersey
$1.33M – – –
CCM
1538
Carlson Capital Management
Minnesota
$1.33M +$301K +6,501 +29%
ST
1539
Semper Trust
Pennsylvania
$1.3M -$1.04M -22,433 -44%
IAS
1540
INR Advisory Services
Pennsylvania
$1.3M – – –
UBV
1541
United Bank (Virginia)
Virginia
$1.3M +$468K +10,083 +56%
ACP
1542
Aviance Capital Partners
Florida
$1.28M +$379K +8,181 +42%
1GA
1543
1st Global Advisors
Texas
$1.28M -$94.8K -2,044 -7%
DMC
1544
Drexel Morgan & Co
Pennsylvania
$1.27M -$81.8K -1,765 -6%
UAM
1545
UAS Asset Management
New York
$1.26M -$5.79K -125 -0.5%
FCIM
1546
Fairview Capital Investment Management
California
$1.26M +$21.1K +456 +2%
GT
1547
Greenleaf Trust
Michigan
$1.26M +$22.1K +476 +2%
FAB
1548
First American Bank
Illinois
$1.25M -$15.4K -332 -1%
PAG
1549
Pinnacle Advisory Group
Maryland
$1.24M +$1.24M +26,778 New
ARMC
1550
American Research & Management Company
Massachusetts
$1.23M -$47.3K -1,021 -4%
60 61
62
63 64