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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFR
1651
Lehman Financial Resources
Pennsylvania
$914K +$32.6K +802 +4%
ECAM
1652
East Coast Asset Management
Massachusetts
$910K +$1.71K +42 +0.2%
IC
1653
Intersect Capital
California
$909K +$31.2K +642 +4%
HIC
1654
Harvey Investment Company
Kentucky
$907K – – –
SFT
1655
Simmons First Trust
Arkansas
$906K -$93.3K -2,296 -9%
MCM
1656
Mork Capital Management
California
$894K – – –
CA
1657
Cornerstone Advisors
North Carolina
$894K – – –
LSC
1658
Lesa Sroufe & Co
Washington
$893K -$43.2K -1,063 -5%
SNBOSD
1659
Security National Bank of So Dak
Iowa
$891K +$12.3K +303 +1%
CG
1660
Caprock Group
Idaho
$890K +$14K +345 +2%
MWM
1661
Merriman Wealth Management
Washington
$890K +$15.5K +374 +2%
RCWMU
1662
Rothschild & Co Wealth Management (UK)
United Kingdom
$886K +$602K +14,800 +211%
WI
1663
Wedgewood Investors
Pennsylvania
$885K +$2.44K +60 +0.3%
PAMG
1664
Patton Albertson Miller Group
Tennessee
$881K -$675K -16,611 -43%
CMANY
1665
Capital Management Associates (New York)
New York
$879K -$38.6K -950 -4%
EML
1666
Eos Management LP
New York
$879K – – –
MS
1667
Marshall & Sullivan
Washington
$875K – – –
AIM
1668
Advantage Investment Management
Iowa
$874K +$41.7K +1,025 +5%
HRIA
1669
Haberer Registered Investment Advisor
Ohio
$874K +$175K +4,296 +25%
MSFP
1670
Mark Sheptoff Financial Planning
Connecticut
$872K +$163 +4 +0%
NBC
1671
Neuberger Berman Canada
Ontario, Canada
$867K +$59.5K +1,464 +7%
MIM
1672
Montgomery Investment Management
Maryland
$865K – – –
DR
1673
Davis Rea
Ontario, Canada
$864K – – –
AL
1674
Aspiriant LLC
California
$861K +$60.9K +1,500 +8%
HIM
1675
Herald Investment Management
United Kingdom
$860K – – –
65 66
67
68 69