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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 %
PMFA
1551
Plante Moran Financial Advisors
Michigan
$1.22M +$39.5K +852 +3%
IPC
1552
Independent Portfolio Consultants
Florida
$1.22M -$64.6K -1,394 -5%
MWP
1553
MYCIO Wealth Partners
Pennsylvania
$1.21M -$122K -2,625 -9%
MIC
1554
Meridian Investment Counsel
California
$1.21M +$104K +2,250 +9%
WFG
1555
Wills Financial Group
Virginia
$1.21M +$11.5K +248 +1%
RH
1556
Rayner & Haynor
California
$1.2M – – –
FANJ
1557
Financial Architects (New Jersey)
New Jersey
$1.18M +$34.9K +752 +3%
SFM
1558
Signature Financial Management
Virginia
$1.18M -$64.8K -1,395 -5%
MFIMFI
1559
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.17M -$12.4K -267 -1%
BP
1560
Ballentine Partners
Massachusetts
$1.17M +$20.6K +443 +2%
GIM
1561
Guardian Investment Management
California
$1.15M – – –
BCM
1562
Bourgeon Capital Management
Connecticut
$1.14M -$93.2K -2,010 -8%
IH
1563
IFC Holdings
Florida
$1.13M -$16.8K -361 -1%
MHS
1564
M Holdings Securities
Oregon
$1.13M -$219K -4,638 -16%
SFI
1565
SPC Financial Inc
Maryland
$1.12M +$74.4K +1,605 +7%
FSA
1566
Franklin Street Advisors
North Carolina
$1.12M +$46.4K +1,000 +4%
BHBT
1567
Burke & Herbert Bank & Trust
Virginia
$1.11M -$82.3K -1,775 -7%
DSC
1568
Duncker Streett & Co
Missouri
$1.11M +$23.4K +505 +2%
CMANY
1569
Capital Management Associates (New York)
New York
$1.1M – – –
CC
1570
Cognios Capital
Kansas
$1.09M -$375K -8,091 -26%
BFPW
1571
BOK Financial Private Wealth
Colorado
$1.09M – – –
PCMC
1572
Paragon Capital Management (Colorado)
Colorado
$1.07M +$881 +19 +0.1%
LSC
1573
Lesa Sroufe & Co
Washington
$1.07M -$3.39K -73 -0.3%
EA
1574
Emerald Advisers
Pennsylvania
$1.07M -$600K -12,952 -36%
LC
1575
Lourd Capital
California
$1.06M +$100K +2,163 +10%
61 62
63
64 65