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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 %
PFA
1626
Paradigm Financial Advisors
Missouri
$897K +$4.82K +104 +0.5%
YMRC
1627
Yorktown Management & Research Company
Virginia
$895K – – –
AB
1628
AT Bancorp
Iowa
$892K +$34.2K +738 +4%
CL
1629
Choreo LLC
Illinois
$891K +$21.6K +467 +2%
IFS
1630
Ifrah Financial Services
Arkansas
$889K -$9.88K -213 -1%
HK
1631
Horizon Kinetics
New York
$889K +$32.4K +700 +4%
FC
1632
Forte Capital
New York
$885K +$885K +19,085 New
SFU
1633
Stonehage Fleming (UK)
United Kingdom
$884K -$17K -366 -2%
TIC
1634
Trees Investment Counsel
Illinois
$884K – – –
CA
1635
Capital Advantage
California
$883K +$371 +8 +0%
ACS
1636
Archford Capital Strategies
Illinois
$880K +$720K +15,529 +449%
FC
1637
Fayerweather Charles
$873K -$16.8K -362 -2%
PTC
1638
Philadelphia Trust Company
Pennsylvania
$869K -$78.5K -1,694 -8%
HI
1639
HBK Investments
Texas
$860K -$91.9M -1,981,450 -99%
MC
1640
Mathes Company
New York
$850K -$3.48K -75 -0.4%
MG
1641
MDE Group
New Jersey
$846K -$106K -2,281 -11%
BHB
1642
Bank Hapoalim BM
Israel
$839K -$66K -1,423 -7%
SMC
1643
Smith, Moore & Co
Missouri
$839K +$58.6K +1,265 +8%
CC
1644
Capital Counsel
New York
$832K – – –
CP
1645
Camelot Portfolios
Ohio
$823K – – –
WCBA
1646
Weaver C. Barksdale & Associates
Tennessee
$818K -$84.4K -1,820 -9%
WPP
1647
Whalerock Point Partners
Rhode Island
$804K +$81.8K +1,765 +11%
Manulife (Manufacturers Life Insurance)
1648
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$798K -$17.9K -386,577 -2%
BCM
1649
Barometer Capital Management
Ontario, Canada
$797K -$107K -2,300 -12%
CL
1650
CSS LLC
Illinois
$788K -$670K -14,450 -46%
64 65
66
67 68