MSFT icon

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 %
LSC
1676
Lesa Sroufe & Co
Washington
$1.07M -$4.55K -98 -0.4%
JGGDR
1677
JGP Global Gestao de Recursos
Brazil
$1.07M +$1.07M +23,000 New
ITIM
1678
Indiana Trust & Investment Management
Indiana
$1.05M – – –
CMANY
1679
Capital Management Associates (New York)
New York
$1.05M -$55.7K -1,200 -5%
ECAM
1680
East Coast Asset Management
Massachusetts
$1.04M -$21.3K -458 -2%
HIC
1681
Harvey Investment Company
Kentucky
$1.04M -$23.2K -500 -2%
PCMC
1682
Paragon Capital Management (Colorado)
Colorado
$1.03M -$43.9K -945 -4%
NES
1683
New England Securities
New York
$1.02M -$589K -12,669 -37%
CA
1684
Cornerstone Advisors
North Carolina
$1.02M -$929K -20,000 -48%
AB
1685
Atlas Brown
Kentucky
$1.02M +$70.5K +1,518 +7%
MCM
1686
Mork Capital Management
California
$1.02M +$1.02M +22,000 New
WI
1687
Wedgewood Investors
Pennsylvania
$1.01M +$23.4K +504 +2%
LFR
1688
Lehman Financial Resources
Pennsylvania
$1.01M -$24.2K -521 -2%
SNBOSD
1689
Security National Bank of So Dak
Iowa
$1.01M -$1.12K -24 -0.1%
EML
1690
Eos Management LP
New York
$1M – – –
CG
1691
Caprock Group
Idaho
$1M +$1M +21,547 New
EA
1692
Emerald Advisers
Pennsylvania
$1M -$73.5K -1,582 -7%
MS
1693
Marshall & Sullivan
Washington
$1M -$49.3K -1,062 -5%
LOAMS
1694
Lombard Odier Asset Management (Switzerland)
Switzerland
$999K -$63.8M -1,367,509 -98%
MFW
1695
Meristem Family Wealth
Minnesota
$998K +$24.9K +536 +3%
C
1696
CFO4Life
Texas
$997K +$997K +21,462 New
MSFP
1697
Mark Sheptoff Financial Planning
Connecticut
$996K +$31.1K +669 +3%
BCM
1698
Beck Capital Management
Texas
$994K +$395K +8,506 +66%
Twin Tree Management
1699
Twin Tree Management
Texas
$991K -$720K -15,496 -42%
MIM
1700
Montgomery Investment Management
Maryland
$989K +$379K +8,150 +62%
66 67
68
69 70