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Microsoft
MSFT

Overview Fund Activity

1,985 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 810 increasing their positions, 893 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,985
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
57.37%
Holding in Top 10
646
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+18.97%
% of All Funds
18.67%
New
124
Increased
810
Reduced
893
Closed
74
Calls
$4.31B
Puts
$2.63B
Net Calls
+$1.68B
Net Calls Change
+$849M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$339M
4
OH
Orbis Holdings
Bermuda
+$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$297M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.33B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$942M
3
Deutsche Bank
Deutsche Bank
Germany
-$593M
4
Invesco
Invesco
Georgia
-$508M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
1701
Roanoke Asset Management
New Jersey
$577K +$16.4K +400 +3%
APCM
1702
Arbiter Partners Capital Management
New York
$574K -$82K -2,000 -13%
VCP
1703
Vista Capital Partners
Oregon
$574K – – –
MPIA
1704
Mountain Pacific Investment Advisers
Idaho
$574K +$33K +805 +6%
RVP
1705
Relative Value Partners
Illinois
$573K -$82K -2,000 -13%
AAM
1706
AR Asset Management
California
$566K – – –
ITIM
1707
Indiana Trust & Investment Management
Indiana
$564K -$15.6K -380 -3%
HCM
1708
Harvey Capital Management
Florida
$561K +$20.5K +500 +4%
WA
1709
Waverly Advisors
Alabama
$559K -$611K -14,884 -52%
TWM
1710
Torch Wealth Management
Ohio
$558K -$82K -1,999 -13%
CPO
1711
Cerity Partners OCIO
New York
$555K +$59.9K +1,462 +12%
VAM
1712
Verity Asset Management
North Carolina
$555K +$555K +13,561 New
CASB
1713
Cape Ann Savings Bank
Massachusetts
$554K – – –
LD
1714
Lipe & Dalton
New York
$551K -$36.6K -923 -6%
SLA
1715
Silver Lake Advisory
Utah
$550K +$3.57K +87 +0.7%
DIP
1716
DT Investment Partners
Pennsylvania
$544K -$14.9K -364 -3%
NC
1717
NewSquare Capital
Pennsylvania
$542K +$4.59K +112 +0.9%
PWM
1718
Perigon Wealth Management
California
$539K -$24.5K -600 -4%
CPA
1719
Cowen Prime Advisors
New York
$538K +$28.5K +696 +6%
HH
1720
Hilltop Holdings
Texas
$536K -$490K -11,930 -48%
NCM
1721
Novare Capital Management
North Carolina
$536K +$47.9K +1,170 +10%
OA
1722
Outfitter Advisors
Virginia
$535K -$53.1K -1,295 -9%
CFA
1723
CT Financial Advisors
Pennsylvania
$534K +$534K +13,135 New
PWM
1724
ParenteBeard Wealth Management
Pennsylvania
$533K -$1.56M -38,081 -75%
WPW
1725
Waldron Private Wealth
Pennsylvania
$529K -$54.2K -1,322 -9%
67 68
69
70 71