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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 %
DAM
1601
Deltec Asset Management
New York
$971K – – –
MFW
1602
Meristem Family Wealth
Minnesota
$971K +$9.78K +211 +1%
MSFP
1603
Mark Sheptoff Financial Planning
Connecticut
$963K +$4.82K +104 +0.5%
PAA
1604
Peregrine Asset Advisers
Oregon
$962K -$32.4K -700 -3%
AF
1605
Allworth Financial
California
$959K -$66.7K -1,440 -7%
TCB
1606
Texas Capital Bancshares
Texas
$954K +$36.1K +778 +4%
LPC
1607
Loeb Partners Corp
New York
$951K – – –
AB
1608
Atlas Brown
Kentucky
$949K -$86.4K -1,863 -8%
NBC
1609
Neuberger Berman Canada
Ontario, Canada
$931K +$472K +10,190 +103%
BFEC
1610
Benjamin F. Edwards & Company
Missouri
$929K +$128K +2,753 +16%
BOC
1611
Barbara Oil Co
Illinois
$927K – – –
ACM
1612
Argonaut Capital Management
New York
$927K +$927K +20,000 New
RP
1613
Raiff Partners
New York
$927K +$927K +20,000 New
MWM
1614
Merriman Wealth Management
Washington
$920K +$479K +9,840 +109%
CBT
1615
Central Bank & Trust
Kentucky
$918K -$413K -8,907 -31%
EFSCE
1616
Enterprise Financial Services Corp (EFSC)
Missouri
$914K -$407K -8,787 -31%
SIM
1617
SSI Investment Management
California
$914K – – –
SRCM
1618
Swift Run Capital Management
Virginia
$911K +$18.6K +400 +2%
LOCC
1619
Lombard Odier & Cie (Canada)
Quebec, Canada
$911K +$69.5K +1,500 +8%
TT
1620
Tiedemann Trust
Delaware
$909K – – –
PH
1621
Pinnacle Holdings
Oklahoma
$906K +$64K +1,381 +8%
IFB
1622
iAB Financial Bank
Indiana
$906K – – –
PL
1623
Plancorp LLC
Missouri
$904K +$274K +5,908 +44%
MC
1624
Montag & Caldwell
Georgia
$903K -$12.1K -260 -1%
PWM
1625
ParenteBeard Wealth Management
Pennsylvania
$901K +$287K +6,196 +47%
63 64
65
66 67