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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 %
CA
1751
Capital Advantage
California
$863K -$21.8K -470 -2%
MIAN
1752
Mariner Independent Advisor Network
Kansas
$862K +$464K +9,986 +116%
Manulife (Manufacturers Life Insurance)
1753
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$861K +$61.5K +1,324,775 +8%
MC
1754
Montag & Caldwell
Georgia
$855K -$49.2K -1,060 -5%
SIC
1755
SFE Investment Counsel
California
$852K -$198K -4,260 -19%
FC
1756
Forte Capital
New York
$852K -$34.6K -744 -4%
MC
1757
Mathes Company
New York
$852K – – –
IFS
1758
Ifrah Financial Services
Arkansas
$848K -$43K -926 -5%
CBT
1759
Central Bank & Trust
Kentucky
$846K -$74.5K -1,603 -8%
ST
1760
Sageworth Trust
Pennsylvania
$843K +$843K +18,141 New
IC
1761
Intersect Capital
California
$839K +$839K +18,051 New
MG
1762
MDE Group
New Jersey
$837K -$10.9K -235 -1%
PAM
1763
Premier Asset Management
Illinois
$834K +$46.4K +1,000 +6%
CC
1764
Capital Counsel
New York
$833K – – –
BCMIO
1765
Beacon Capital Management Inc (Ohio)
Ohio
$816K -$197K -4,250 -19%
LOT
1766
Lombard Odier Transatlantic
Quebec, Canada
$813K +$813K +17,500 New
CAS
1767
Cue Advisory Services
Arizona
$813K +$813K +17,509 New
WPP
1768
Whalerock Point Partners
Rhode Island
$809K +$3.71K +80 +0.5%
HRIA
1769
Haberer Registered Investment Advisor
Ohio
$800K +$9.76K +210 +1%
WCBA
1770
Weaver C. Barksdale & Associates
Tennessee
$796K -$23.9K -514 -3%
SMC
1771
Smith, Moore & Co
Missouri
$790K -$51.1K -1,100 -6%
FC
1772
Fayerweather Charles
$786K -$88.3K -1,900 -10%
SAM
1773
SignalPoint Asset Management
Missouri
$783K +$10.2K +219 +1%
SGA
1774
Strategic Global Advisors
California
$782K +$782K +16,838 New
CP
1775
Camelot Portfolios
Ohio
$778K -$46.5K -1,000 -6%
69 70
71
72 73