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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAMA
1726
EFG Asset Management (Americas)
Florida
$711K +$74.5K +1,831 +12%
SIC
1727
SFE Investment Counsel
California
$707K -$38.8K -954 -5%
WPP
1728
Whalerock Point Partners
Rhode Island
$707K -$1.02K -25 -0.1%
DIP
1729
DT Investment Partners
Pennsylvania
$707K +$37.1K +912 +6%
FNB
1730
Farmers National Bank
Kentucky
$706K +$29.5K +725 +4%
NC
1731
NewSquare Capital
Pennsylvania
$704K +$78.2K +1,925 +13%
DM
1732
Diker Management
New York
$701K -$824K -20,277 -54%
LGC
1733
Laurel Grove Capital
California
$699K +$252K +6,198 +56%
WCBA
1734
Weaver C. Barksdale & Associates
Tennessee
$697K – – –
CAS
1735
Cue Advisory Services
Arizona
$696K -$11.6K -287 -2%
NFG
1736
Nadler Financial Group
Illinois
$692K +$22.5K +554 +3%
MG
1737
MDE Group
New Jersey
$691K -$41.7K -1,025 -6%
AB
1738
Atlas Brown
Kentucky
$689K -$205K -5,036 -23%
TAM
1739
Todd Asset Management
Kentucky
$687K -$9.34M -229,819 -93%
SGA
1740
Strategic Global Advisors
California
$685K – – –
CP
1741
Camelot Portfolios
Ohio
$685K +$4.07K +100 +0.6%
PWM
1742
Perigon Wealth Management
California
$682K -$741K -18,221 -52%
MIP
1743
Marietta Investment Partners
Wisconsin
$680K – – –
RWA
1744
River Wealth Advisors
Pennsylvania
$673K +$673K +16,547 New
SRSA
1745
S.R. Schill & Associates
Washington
$669K +$11.9K +292 +2%
VAM
1746
Visium Asset Management
New York
$667K -$508K -12,490 -43%
SLA
1747
Silver Lake Advisory
Utah
$664K +$4.92K +121 +0.7%
CL
1748
CSS LLC
Illinois
$657K – – –
MC
1749
Maverick Capital
Texas
$647K +$647K +15,920 New
PAM
1750
Premier Asset Management
Illinois
$642K -$88.4K -2,175 -12%
68 69
70
71 72