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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 %
MIP
1776
Marietta Investment Partners
Wisconsin
$777K – – –
BA
1777
Birinyi Associates
Connecticut
$776K – – –
GC
1778
Gruss & Co
Florida
$776K +$776K +16,700 New
FNB
1779
Farmers National Bank
Kentucky
$773K +$773K +16,647 New
DIP
1780
DT Investment Partners
Pennsylvania
$765K +$2.6K +56 +0.3%
NFG
1781
Nadler Financial Group
Illinois
$765K +$42.4K +914 +6%
TI
1782
Turner Investments
Pennsylvania
$761K -$828K -17,819 -52%
HH
1783
Hilltop Holdings
Texas
$759K +$9.33K +201 +1%
SLA
1784
Silver Lake Advisory
Utah
$753K +$52.5K +1,130 +7%
OC
1785
Oakworth Capital
Alabama
$752K – – –
CL
1786
CSS LLC
Illinois
$751K -$39K -840 -5%
SRSA
1787
S.R. Schill & Associates
Washington
$751K +$751K +16,159 New
HHGA
1788
Halbert Hargrove Global Advisors
California
$739K -$10.7K -231 -1%
PA
1789
Planning Alternatives
Michigan
$736K +$105K +2,252 +17%
EAMA
1790
EFG Asset Management (Americas)
Florida
$733K +$455K +9,713 +164%
F
1791
FolioMetrix
Nebraska
$725K +$725K +18,298 New
BHB
1792
Bank Hapoalim BM
Israel
$723K -$118K -2,530 -14%
SIC
1793
Shoker Investment Counsel
Ohio
$718K -$59.8K -1,288 -8%
NEIRG
1794
New England Investment & Retirement Group
Massachusetts
$717K +$14.4K +310 +2%
CFA
1795
CT Financial Advisors
Pennsylvania
$717K +$717K +15,427 New
NC
1796
NewSquare Capital
Pennsylvania
$715K -$3.16K -68 -0.4%
HA
1797
Halsey Associates
Connecticut
$710K – – –
CASB
1798
Cape Ann Savings Bank
Massachusetts
$704K -$305K -6,569 -30%
KLWA
1799
Kelly Lawrence W & Associates
California
$704K -$18.6K -400 -3%
AIC
1800
Atlantic Investment Company
Georgia
$702K +$702K +15,105 New
70 71
72
73 74