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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 %
HPBT
1576
High Point Bank & Trust
North Carolina
$1.06M +$29.3K +632 +3%
RT
1577
Reliance Trust
Georgia
$1.06M -$63.3K -1,367 -6%
HIC
1578
Harvey Investment Company
Kentucky
$1.06M – – –
ECAM
1579
East Coast Asset Management
Massachusetts
$1.06M -$48.2K -1,039 -4%
SIC
1580
SFE Investment Counsel
California
$1.05M -$704K -15,185 -40%
AWA
1581
AmeriServ Wealth Advisors
Pennsylvania
$1.05M – – –
ITIM
1582
Indiana Trust & Investment Management
Indiana
$1.05M -$1.25K -27 -0.1%
MS
1583
Marshall & Sullivan
Washington
$1.05M +$113K +2,433 +12%
NIMI
1584
Natixis Investment Managers International
France
$1.05M – – –
FA
1585
FCG Advisors
New Jersey
$1.03M +$280K +7,202 +37%
LFR
1586
Lehman Financial Resources
Pennsylvania
$1.03M – – –
SH
1587
Scepter Holdings
Texas
$1.02M -$788K -17,000 -44%
BCMIO
1588
Beacon Capital Management Inc (Ohio)
Ohio
$1.01M -$8.11K -175 -0.8%
CASB
1589
Cape Ann Savings Bank
Massachusetts
$1.01M +$6.5K +140 +0.6%
SNBOSD
1590
Security National Bank of So Dak
Iowa
$1M -$378K -8,145 -27%
MVA
1591
Mount Vernon Associates
Maryland
$1M -$11.6K -250 -1%
PP
1592
Paloma Partners
Connecticut
$1M -$752K -16,200 -43%
EML
1593
Eos Management LP
New York
$1M – – –
AMIM
1594
Aull & Monroe Investment Management
Alabama
$1M +$27.7K +598 +3%
RIA
1595
Regal Investment Advisors
Michigan
$987K -$15.2K -327 -2%
DR
1596
Davis Rea
Ontario, Canada
$987K – – –
HIM
1597
Herald Investment Management
United Kingdom
$986K – – –
WI
1598
Wedgewood Investors
Pennsylvania
$983K – – –
RCM
1599
RNC Capital Management
California
$980K +$78.5K +1,692 +9%
FC
1600
FIC Capital
New York
$979K -$18.5K -400 -2%
62 63
64
65 66