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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 %
RMAM
1701
Raab & Moskowitz Asset Management
New Jersey
$638K -$16.8K -363 -3%
CPO
1702
Cerity Partners OCIO
New York
$635K -$22.6K -487 -3%
HCM
1703
Harvey Capital Management
Florida
$635K – – –
AA
1704
ALPS Advisors
Colorado
$634K -$107K -2,303 -14%
PA
1705
Planning Alternatives
Michigan
$630K +$46.4K +1,000 +8%
PI
1706
Pettee Investors
Connecticut
$625K -$89.1K -1,920 -12%
DA
1707
DSC Advisors
Illinois
$625K +$348K +7,509 +126%
OAM
1708
Occidental Asset Management
California
$624K -$7.51K -162 -1%
LD
1709
Lipe & Dalton
New York
$624K -$1.81K -39 -0.3%
CWM
1710
Confluence Wealth Management
Oregon
$623K -$806K -17,401 -56%
VWM
1711
Vector Wealth Management
Minnesota
$623K +$35.5K +766 +6%
WPW
1712
Waldron Private Wealth
Pennsylvania
$619K -$55.1K -1,189 -8%
VF
1713
Virtu Financial
New York
$619K +$619K +13,350 New
SCA
1714
Stonebridge Capital Advisors
Minnesota
$618K +$9.65K +208 +2%
DAC
1715
Dividend Assets Capital
South Carolina
$618K +$240K +5,191 +64%
SCA
1716
Stillwater Capital Advisors
Pennsylvania
$610K -$74.8K -1,613 -11%
MIM
1717
Montgomery Investment Management
Maryland
$609K +$83.4K +1,800 +16%
FWSM
1718
First Wilshire Securities Management
California
$606K – – –
ICM
1719
IMS Capital Management
Oregon
$602K -$9.14K -197 -1%
CPA
1720
Cowen Prime Advisors
New York
$602K -$5.84K -126 -1%
NCM
1721
Novare Capital Management
North Carolina
$602K +$18.6K +400 +3%
AP
1722
AHL Partners
United Kingdom
$599K +$599K +12,912 New
OA
1723
Outfitter Advisors
Virginia
$598K -$2.32K -50 -0.4%
KIG
1724
Kovitz Investment Group
Illinois
$597K +$2.09K +45 +0.4%
VCM
1725
Vision Capital Management
Oregon
$594K – – –
67 68
69
70 71