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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
1676
Hilltop Holdings
Texas
$695K +$151K +3,616 +28%
HHGA
1677
Halbert Hargrove Global Advisors
California
$691K +$13.1K +314 +2%
EAM
1678
Evanson Asset Management
California
$681K +$751 +18 +0.1%
GAM
1679
Gotham Asset Management
New York
$680K -$7.64M -183,284 -92%
GAG
1680
GM Advisory Group
New York
$678K -$60.9K -1,459 -8%
AA
1681
ALPS Advisors
Colorado
$667K +$16.2K +388 +2%
APCM
1682
Arbiter Partners Capital Management
New York
$667K +$83.4K +2,000 +14%
NFG
1683
Nadler Financial Group
Illinois
$664K -$28.2K -677 -4%
FIM
1684
Freedom Investment Management
Connecticut
$663K -$64.5K -1,547 -9%
BHC
1685
Bowen Hanes & Co
Florida
$663K -$31.3K -750 -5%
BAAM
1686
Baker Avenue Asset Management
California
$660K +$660K +15,818 New
WPP
1687
Whalerock Point Partners
Rhode Island
$649K +$8.75K +210 +1%
PG
1688
PEAK6 Group
Illinois
$642K -$3.21M -76,907 -83%
PI
1689
Pettee Investors
Connecticut
$642K – – –
HA
1690
Halsey Associates
Connecticut
$641K – – –
AIC
1691
Atlantic Investment Company
Georgia
$635K – – –
IOOF
1692
Independent Order of Foresters
Ontario, Canada
$634K – – –
CAM
1693
Cacti Asset Management
Georgia
$627K – – –
RC
1694
Reik & Co
New York
$627K +$103K +2,475 +20%
DIP
1695
DT Investment Partners
Pennsylvania
$626K +$72.7K +1,745 +13%
PHAM
1696
Palisades Hudson Asset Management
Florida
$625K -$5.8K -139 -0.9%
NCA
1697
New Century Advisors
Maryland
$622K -$3.34M -80,080 -84%
AGM
1698
Alpine Global Management
New York
$621K +$621K +14,893 New
PCA
1699
Private Capital Advisors
Connecticut
$620K – – –
CCM
1700
Check Capital Management
California
$620K +$12.3K +294 +2%
66 67
68
69 70