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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 %
Carson Wealth (CWM LLC)
1701
Carson Wealth (CWM LLC)
Nebraska
$987K -$1.56M -33,618 -61%
DR
1702
Davis Rea
Ontario, Canada
$987K -$2.32K -50 -0.2%
PAA
1703
Peregrine Asset Advisers
Oregon
$978K +$13.9K +300 +1%
DD
1704
Dominick & Dominick
New York
$977K -$681K -14,646 -41%
MWM
1705
Merriman Wealth Management
Washington
$976K +$102K +2,211 +12%
HIM
1706
Herald Investment Management
United Kingdom
$975K – – –
MBE
1707
Michael B. Elefante
$971K -$1.93M -41,521 -67%
AF
1708
Allworth Financial
California
$969K +$7.57K +163 +0.8%
IAMOG
1709
Investors Asset Management of Georgia
Georgia
$963K +$963K +20,733 New
RCM
1710
RNC Capital Management
California
$961K -$20.2K -436 -2%
FC
1711
FIC Capital
New York
$958K -$23.2K -500 -2%
GWS
1712
Glassman Wealth Services
Virginia
$956K +$956K +20,586 New
EFSCE
1713
Enterprise Financial Services Corp (EFSC)
Missouri
$954K +$38.8K +835 +4%
LPC
1714
Loeb Partners Corp
New York
$953K – – –
AIM
1715
Advantage Investment Management
Iowa
$951K +$951K +20,466 New
BFEC
1716
Benjamin F. Edwards & Company
Missouri
$950K +$20K +430 +2%
FIM
1717
Freedom Investment Management
Connecticut
$947K +$184K +3,970 +24%
ICM
1718
IMS Capital Management
Oregon
$944K +$341K +7,344 +57%
KCM
1719
KSA Capital Management
New Jersey
$943K -$683K -14,700 -42%
FIM
1720
Friedberg Investment Management
Texas
$942K +$180K +3,880 +24%
PVH
1721
Psagot Value Holdings
Israel
$939K -$836K -18,010 -47%
MMPW
1722
Mitchell McLeod Pugh & Williams
Alabama
$937K +$937K +20,180 New
Rafferty Asset Management
1723
Rafferty Asset Management
New York
$935K -$764K -16,441 -45%
HHC
1724
Hutchin Hill Capital
New York
$934K -$623K -13,400 -40%
ACM
1725
Argonaut Capital Management
New York
$929K – – –
67 68
69
70 71