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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 %
BII
1776
Baring International Investment
United Kingdom
$447K – – –
RU
1777
RobecoSam USA
New York
$446K -$19.5K -468 -4%
TC
1778
TradeLink Capital
Illinois
$446K +$446K +10,700 New
SAM
1779
Summit Asset Management
Tennessee
$445K -$3.63K -87 -0.8%
FCFC
1780
First Commonwealth Financial Corp
Pennsylvania
$442K -$220K -5,261 -33%
NFC
1781
Northeast Financial Consultants
Connecticut
$442K +$117K +2,800 +36%
AI
1782
Accredited Investors
Minnesota
$441K -$14.9K -357 -3%
TSWM
1783
Triangle Securities Wealth Management
North Carolina
$438K +$87K +2,085 +25%
MWM
1784
Merriman Wealth Management
Washington
$437K -$502K -10,415 -53%
BCM
1785
Bares Capital Management
Texas
$436K – – –
CL
1786
Croft-Leominster
Maryland
$435K -$8.46K -203 -2%
NYLT
1787
New York Life Trust
New York
$434K -$10K -241 -2%
VAS
1788
Valicenti Advisory Services
New York
$434K +$2.25K +54 +0.5%
GVT
1789
Genesee Valley Trust
New York
$433K -$29.6K -710 -6%
MSU
1790
Mizuho Securities USA
New York
$432K +$432K +10,349 New
SAA
1791
Southeast Asset Advisors
Georgia
$426K +$16.8K +403 +4%
LGC
1792
Laurel Grove Capital
California
$421K -$16.6K -398 -4%
CIS
1793
Capital International Sarl
California
$421K +$108K +2,600 +35%
HFM
1794
Hartford Financial Management
Connecticut
$419K +$14.8K +356 +4%
NBC
1795
Neuberger Berman Canada
Ontario, Canada
$413K -$113K -2,700 -21%
EWM
1796
Evermay Wealth Management
Virginia
$413K +$171K +4,100 +71%
HMS
1797
Hanseatic Management Services
New Mexico
$410K +$410K +9,840 New
WKA
1798
Wilson Kemp & Associates
Michigan
$409K -$102K -2,450 -20%
HJA
1799
Hugh Johnson Advisors
New York
$409K -$12.7K -305 -3%
ZCA
1800
Zeke Capital Advisors
Pennsylvania
$408K -$35.7K -857 -8%
70 71
72
73 74