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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1551
Endurance Wealth Management
Rhode Island
$1.31M -$4.88K -120 -0.4%
NIM
1552
Northeast Investment Management
Massachusetts
$1.3M +$7.93K +195 +0.6%
PFS
1553
Prospera Financial Services
Texas
$1.29M -$155K -3,933 -11%
SC
1554
Searle & Co
Connecticut
$1.29M +$736K +18,100 +133%
NFG
1555
Next Financial Group
Texas
$1.29M +$19.6K +482 +2%
SKK
1556
Shepherd Kaplan Krochuk
Massachusetts
$1.29M -$685K -16,841 -35%
CFMC
1557
Curbstone Financial Management Corp
New Hampshire
$1.28M +$24.4K +600 +2%
LIM
1558
Leavell Investment Management
Alabama
$1.27M +$20.3K +500 +2%
WA
1559
Winfield Associates
Ohio
$1.26M -$61.4K -1,510 -5%
WFG
1560
Wills Financial Group
Virginia
$1.26M +$166K +4,091 +15%
HHGA
1561
Halbert Hargrove Global Advisors
California
$1.25M +$600K +14,747 +93%
SNBOSCI
1562
Security National Bank of Sioux City Iowa
Iowa
$1.24M -$10.5K -258 -0.8%
PMFA
1563
Plante Moran Financial Advisors
Michigan
$1.24M +$28K +688 +2%
Carson Wealth (CWM LLC)
1564
Carson Wealth (CWM LLC)
Nebraska
$1.24M +$374K +9,204 +43%
HH
1565
Hilltop Holdings
Texas
$1.23M +$567K +13,942 +85%
IIA
1566
IPG Investment Advisors
California
$1.23M -$18.3K -450 -1%
EA
1567
Emerald Advisers
Pennsylvania
$1.22M +$163K +3,316 +15%
Balyasny Asset Management
1568
Balyasny Asset Management
Illinois
$1.22M -$4.42M -108,765 -78%
UFG
1569
United Fire Group
Iowa
$1.22M – – –
GIM
1570
Guardian Investment Management
California
$1.22M +$81.1K +2,000 +7%
LCM
1571
Liberty Capital Management
Michigan
$1.21M +$13.2K +325 +1%
CNC
1572
Citizens & Northern Corp
Pennsylvania
$1.21M -$116K -2,854 -9%
MWP
1573
MYCIO Wealth Partners
Pennsylvania
$1.21M +$63.2K +1,554 +6%
IP
1574
Investment Partners
Ohio
$1.2M -$7.4K -182 -0.6%
WCM
1575
Wunderlich Capital Managemnt
Tennessee
$1.2M +$6.11K +151 +0.5%
61 62
63
64 65