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Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$726M
2
State Street
State Street
Massachusetts
+$566M
3
Coatue Management
Coatue Management
New York
+$467M
4
BFA
BlackRock Fund Advisors
California
+$446M
5
WRF
Waddell & Reed Financial
Kansas
+$339M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$862M
2
LPC
Lone Pine Capital
Connecticut
-$784M
3
Bank of America
Bank of America
North Carolina
-$553M
4
Invesco
Invesco
Georgia
-$398M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1601
Wunderlich Capital Managemnt
Tennessee
$1.37M +$33.8K +727 +3%
JFA
1602
JNBA Financial Advisors
Minnesota
$1.35M -$22.3K -480 -2%
FA
1603
FMA Advisory
Pennsylvania
$1.35M -$13.1K -283 -1%
ATC
1604
Adirondack Trust Company
New York
$1.35M -$54.8K -1,180 -4%
AWA
1605
AmeriServ Wealth Advisors
Pennsylvania
$1.35M +$295K +6,353 +28%
VAM
1606
Visium Asset Management
New York
$1.34M +$1.34M +28,890 New
SG
1607
Somerset Group
Minnesota
$1.34M -$46.5K -1,000 -3%
DWA
1608
Dorsey Wright & Associates
California
$1.33M +$1.33M +28,631 New
IAA
1609
Ironsides Asset Advisors
North Carolina
$1.33M -$6.13K -132 -0.5%
DCM
1610
Dinsmore Capital Management
New Jersey
$1.33M – – –
ACP
1611
Aviance Capital Partners
Florida
$1.32M +$43K +925 +3%
IT
1612
Investors Trust
Texas
$1.31M -$390K -8,398 -23%
SFU
1613
Stonehage Fleming (UK)
United Kingdom
$1.31M +$426K +9,160 +48%
SIC
1614
Schwartz Investment Counsel
Michigan
$1.31M -$441K -9,488 -25%
BTNA
1615
Bremer Trust National Association
Minnesota
$1.31M -$112K -2,403 -8%
PG
1616
Proffitt & Goodson
Tennessee
$1.31M -$65.5K -1,410 -5%
MWP
1617
MYCIO Wealth Partners
Pennsylvania
$1.31M +$89.2K +1,921 +7%
IAS
1618
INR Advisory Services
Pennsylvania
$1.3M – – –
RAM
1619
Roanoke Asset Management
New Jersey
$1.3M +$652K +14,035 +100%
GIM
1620
Guardian Investment Management
California
$1.3M – – –
HPCM
1621
High Pointe Capital Management
Illinois
$1.3M -$104K -2,250 -7%
VF
1622
Virtu Financial
New York
$1.3M +$679K +14,626 +110%
BIM
1623
Barton Investment Management
Pennsylvania
$1.3M -$38.3K -825 -3%
JDR
1624
Jay D. Rosenbaum
$1.29M +$1.29M +27,810 New
CCM
1625
Carlson Capital Management
Minnesota
$1.27M -$59.8K -1,287 -5%
63 64
65
66 67