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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 %
NEIRG
1701
New England Investment & Retirement Group
Massachusetts
$620K +$620K +14,374 New
I2I
1702
Insight 2811 Inc
Illinois
$619K -$59K -1,414 -9%
SCA
1703
Stillwater Capital Advisors
Pennsylvania
$616K -$7.14K -171 -1%
CCC
1704
Chelsea Counsel Company
California
$616K +$125K +3,000 +25%
KCPG
1705
Kavar Capital Partners Group
Kansas
$612K -$10.1K -242 -2%
RIM
1706
Regent Investment Management
Kentucky
$610K – – –
NC
1707
NewSquare Capital
Pennsylvania
$609K +$57.6K +1,380 +10%
WPW
1708
Waldron Private Wealth
Pennsylvania
$607K +$69K +1,654 +13%
OC
1709
Oakworth Capital
Alabama
$606K +$3.08K +74 +0.5%
SLA
1710
Silver Lake Advisory
Utah
$605K +$3.63K +81 +0.6%
KLWA
1711
Kelly Lawrence W & Associates
California
$603K -$52.2K -1,250 -8%
MBT
1712
Montecito Bank & Trust
California
$600K +$83.4K +2,000 +16%
AFG
1713
Albion Financial Group
Utah
$598K – – –
JIR
1714
James Investment Research
Ohio
$597K +$74K +1,775 +14%
Kayne Anderson Rudnick Investment Management
1715
Kayne Anderson Rudnick Investment Management
California
$596K – – –
HAM
1716
Harber Asset Management
North Carolina
$593K -$2.19M -52,480 -79%
CPO
1717
Cerity Partners OCIO
New York
$591K +$26.7K +640 +5%
RMAM
1718
Raab & Moskowitz Asset Management
New Jersey
$589K -$32.3K -775 -5%
VCP
1719
Vista Capital Partners
Oregon
$584K – – –
RVP
1720
Relative Value Partners
Illinois
$583K – – –
MPIA
1721
Mountain Pacific Investment Advisers
Idaho
$583K – – –
FHB
1722
First Hawaiian Bank
Hawaii
$583K +$90.7K +2,176 +18%
OAM
1723
Occidental Asset Management
California
$576K +$127K +3,013 +28%
AAM
1724
AR Asset Management
California
$575K – – –
HCM
1725
Harvey Capital Management
Florida
$571K – – –
67 68
69
70 71