MSFT icon

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 %
HRIA
1651
Haberer Registered Investment Advisor
Ohio
$788K +$252K +5,435 +47%
PAM
1652
Premier Asset Management
Illinois
$786K – – –
ICM
1653
Ionic Capital Management
New York
$785K -$10.3M -222,950 -93%
TAM
1654
Todd Asset Management
Kentucky
$782K – – –
BSB
1655
Bangor Savings Bank
Maine
$779K – – –
SIC
1656
Shoker Investment Counsel
Ohio
$777K +$464 +10 +0.1%
MIP
1657
Marietta Investment Partners
Wisconsin
$775K -$92.7K -2,000 -11%
BA
1658
Birinyi Associates
Connecticut
$774K – – –
SAM
1659
SignalPoint Asset Management
Missouri
$771K -$23.3K -503 -3%
FIM
1660
Freedom Investment Management
Connecticut
$761K +$23.8K +514 +3%
DIP
1661
DT Investment Partners
Pennsylvania
$761K +$64.5K +1,392 +9%
FIM
1662
Friedberg Investment Management
Texas
$760K +$176K +3,800 +30%
VKH
1663
Virtu KCG Holdings
New York
$758K -$1.54M -33,312 -67%
HH
1664
Hilltop Holdings
Texas
$749K -$24.1K -520 -3%
HHGA
1665
Halbert Hargrove Global Advisors
California
$749K -$19.6K -422 -3%
GAG
1666
GM Advisory Group
New York
$744K -$9.97K -215 -1%
BHC
1667
Bowen Hanes & Co
Florida
$741K +$3.94K +85 +0.5%
PRCM
1668
Pine River Capital Management
Minnesota
$737K +$737K +15,902 New
OC
1669
Oakworth Capital
Alabama
$735K +$74.9K +1,650 +11%
NCM
1670
Northroad Capital Management
New York
$733K -$283K -6,111 -28%
GAM
1671
Gotham Asset Management
New York
$731K -$24.9K -537 -3%
EAM
1672
Evanson Asset Management
California
$730K -$27.5K -592 -4%
KLWA
1673
Kelly Lawrence W & Associates
California
$722K +$51.6K +1,113 +8%
NFG
1674
Nadler Financial Group
Illinois
$721K -$16.3K -351 -2%
AIC
1675
Atlantic Investment Company
Georgia
$718K -$635K -15,230 Closed
65 66
67
68 69