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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 %
BOS
1676
Bingham Osborn & Scarborough
California
$718K +$93.6K +2,020 +15%
NC
1677
NewSquare Capital
Pennsylvania
$717K +$40.3K +869 +6%
HA
1678
Halsey Associates
Connecticut
$708K -$4.63K -100 -0.7%
NEIRG
1679
New England Investment & Retirement Group
Massachusetts
$702K +$35.3K +762 +5%
SLA
1680
Silver Lake Advisory
Utah
$699K +$73.4K +1,583 +12%
PHAM
1681
Palisades Hudson Asset Management
Florida
$694K – – –
PCA
1682
Private Capital Advisors
Connecticut
$690K – – –
CAM
1683
Cacti Asset Management
Georgia
$688K – – –
IOOF
1684
Independent Order of Foresters
Ontario, Canada
$686K -$18.5K -400 -3%
KCPG
1685
Kavar Capital Partners Group
Kansas
$686K +$5.43K +117 +0.8%
I2I
1686
Insight 2811 Inc
Illinois
$683K -$4.59K -99 -0.7%
FHB
1687
First Hawaiian Bank
Hawaii
$683K +$34.7K +748 +5%
BA
1688
Bridgewater Associates
Connecticut
$679K -$35.6M -767,300 -98%
CCM
1689
Check Capital Management
California
$675K -$13.9K -300 -2%
VAM
1690
Verity Asset Management
North Carolina
$671K +$671K +14,488 New
MBT
1691
Montecito Bank & Trust
California
$669K +$1.11K +24 +0.2%
AFG
1692
Albion Financial Group
Utah
$665K – – –
CB
1693
Cooke & Bieler
Pennsylvania
$663K -$73M -1,574,079 -99%
VCP
1694
Vista Capital Partners
Oregon
$658K +$9.32K +201 +1%
MPIA
1695
Mountain Pacific Investment Advisers
Idaho
$658K +$9.68K +209 +1%
RAM
1696
Roanoke Asset Management
New Jersey
$649K -$133K -2,880 -17%
RVP
1697
Relative Value Partners
Illinois
$648K – – –
GSC
1698
Ground Swell Capital
South Carolina
$644K +$252K +5,429 +64%
AAM
1699
AR Asset Management
California
$640K – – –
BPCE
1700
Bank Pictet & Cie (Europe)
Germany
$639K -$234K -5,040 -27%
66 67
68
69 70