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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 %
DMC
1626
Drexel Morgan & Co
Pennsylvania
$1.27M – – –
FCIM
1627
Fairview Capital Investment Management
California
$1.26M – – –
TCOO
1628
Trust Company of Oklahoma
Oklahoma
$1.26M -$101K -2,185 -7%
FANJ
1629
Financial Architects (New Jersey)
New Jersey
$1.26M +$75.6K +1,627 +6%
FAB
1630
First American Bank
Illinois
$1.26M – – –
RIA
1631
Regal Investment Advisors
Michigan
$1.26M +$267K +5,741 +27%
EAM
1632
Evanson Asset Management
California
$1.25M +$518K +11,154 +71%
WFG
1633
Wills Financial Group
Virginia
$1.24M +$35K +753 +3%
FA
1634
FCG Advisors
New Jersey
$1.24M -$9.66K -205 -0.8%
EGM
1635
Engineers Gate Manager
New York
$1.24M +$1.24M +26,653 New
LP
1636
LMR Partners
United Kingdom
$1.24M +$1.24M +26,595 New
MHS
1637
M Holdings Securities
Oregon
$1.23M +$123K +2,657 +11%
CCM
1638
Canal Capital Management
Virginia
$1.23M +$1.23M +26,439 New
GT
1639
Greenleaf Trust
Michigan
$1.22M -$37.2K -800 -3%
ARMC
1640
American Research & Management Company
Massachusetts
$1.22M -$12.7K -274 -1%
IPC
1641
Independent Portfolio Consultants
Florida
$1.21M -$12.5K -270 -1%
PNAA
1642
Pictet North America Advisors
Switzerland
$1.21M +$1.21M +26,050 New
Royal London Asset Management
1643
Royal London Asset Management
United Kingdom
$1.21M +$310K +658,287 +34%
SIM
1644
Spark Investment Management
New York
$1.21M -$863K -18,600 -42%
ACH
1645
ArrowMark Colorado Holdings
Colorado
$1.2M -$406K -8,733 -25%
SFI
1646
SPC Financial Inc
Maryland
$1.19M +$64.9K +1,398 +6%
CCM
1647
Check Capital Management
California
$1.19M +$513K +11,041 +76%
CPA
1648
Capital Planning Advisors
California
$1.19M +$1.19M +25,547 New
MIC
1649
Meridian Investment Counsel
California
$1.17M -$41.8K -900 -3%
BP
1650
Ballentine Partners
Massachusetts
$1.17M +$1.81K +39 +0.2%
64 65
66
67 68