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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 %
MIC
1576
Meridian Investment Counsel
California
$963K -$41K -1,000 -4%
DCM
1577
Driehaus Capital Management
Illinois
$956K +$154K +3,768 +19%
ICOA
1578
Investment Centers of America
North Dakota
$954K +$274K +8,258 +40%
NCM
1579
Northroad Capital Management
New York
$949K -$279K -6,806 -23%
LSC
1580
Lesa Sroufe & Co
Washington
$947K +$8.32K +203 +0.9%
BCMIO
1581
Beacon Capital Management Inc (Ohio)
Ohio
$944K -$50K -1,220 -5%
SFI
1582
SPC Financial Inc
Maryland
$943K +$18.3K +446 +2%
PCMC
1583
Paragon Capital Management (Colorado)
Colorado
$940K +$943 +23 +0.1%
GT
1584
Greenleaf Trust
Michigan
$937K -$38.2K -931 -4%
HPBT
1585
High Point Bank & Trust
North Carolina
$929K -$16.4K -400 -2%
DSC
1586
Duncker Streett & Co
Missouri
$928K -$20.3K -496 -2%
NIMI
1587
Natixis Investment Managers International
France
$924K -$24.9K -607 -3%
LFR
1588
Lehman Financial Resources
Pennsylvania
$914K -$32.7K -798 -3%
CCM
1589
Carlson Capital Management
Minnesota
$910K -$71.4K -1,742 -7%
PMFA
1590
Plante Moran Financial Advisors
Michigan
$908K -$321K -7,824 -26%
MFW
1591
Meristem Family Wealth
Minnesota
$905K -$115K -2,815 -11%
TCB
1592
Texas Capital Bancshares
Texas
$901K +$327K +7,989 +57%
BSW
1593
Buckingham Strategic Wealth
Missouri
$900K -$21.8K -531 -2%
AF
1594
Allworth Financial
California
$900K +$410 +10 +0%
SFT
1595
Simmons First Trust
Arkansas
$899K +$26.7K +651 +3%
MVA
1596
Mount Vernon Associates
Maryland
$898K – – –
SRCM
1597
Swift Run Capital Management
Virginia
$887K +$185K +4,513 +26%
MCM
1598
Matarin Capital Management
New York
$886K +$56.7K +1,383 +7%
FC
1599
FIC Capital
New York
$886K – – –
EML
1600
Eos Management LP
New York
$886K – – –
62 63
64
65 66