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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 %
TWM
1726
Torch Wealth Management
Ohio
$567K +$42 +1 +0%
Rafferty Asset Management
1727
Rafferty Asset Management
New York
$566K -$178K -4,273 -24%
PL
1728
Plancorp LLC
Missouri
$565K -$666K -15,977 -54%
RCM
1729
Rotella Capital Management
Washington
$565K +$565K +13,549 New
LD
1730
Lipe & Dalton
New York
$563K -$16.7K -400 -3%
BOS
1731
Bingham Osborn & Scarborough
California
$562K -$112K -2,675 -17%
PTC
1732
Provident Trust Company
Wisconsin
$559K +$559K +13,400 New
PWM
1733
ParenteBeard Wealth Management
Pennsylvania
$552K +$9.18K +220 +2%
ICM
1734
IMS Capital Management
Oregon
$550K +$12.7K +304 +2%
CPA
1735
Cowen Prime Advisors
New York
$547K -$626 -15 -0.1%
SCA
1736
Stonebridge Capital Advisors
Minnesota
$547K +$21.5K +515 +4%
FWSM
1737
First Wilshire Securities Management
California
$545K +$38.2K +916 +8%
OA
1738
Outfitter Advisors
Virginia
$540K -$4.17K -100 -0.8%
WG
1739
Welch Group
Alabama
$536K +$5.25K +126 +1%
KIG
1740
Kovitz Investment Group
Illinois
$535K -$211K -5,063 -28%
VCM
1741
Vision Capital Management
Oregon
$535K +$137K +3,280 +34%
PIM
1742
Parasol Investment Management
Illinois
$531K +$368K +8,832 +226%
VWM
1743
Vector Wealth Management
Minnesota
$529K +$48.5K +1,163 +10%
CIA
1744
Covington Investment Advisors
Pennsylvania
$527K +$52.3K +1,255 +11%
NCM
1745
Novare Capital Management
North Carolina
$525K -$20.9K -500 -4%
PA
1746
Planning Alternatives
Michigan
$525K +$625 +15 +0.1%
SC
1747
Schulhoff & Co
Ohio
$525K +$49K +1,175 +10%
FIM
1748
Friedberg Investment Management
Texas
$525K +$525K +12,610 New
B
1749
Bellecapital
Switzerland
$520K +$520K +12,464 New
WIC
1750
Wilkins Investment Counsel
Massachusetts
$511K – – –
68 69
70
71 72