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Microsoft
MSFT

Overview Fund Activity

1,985 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 810 increasing their positions, 893 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,985
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
57.37%
Holding in Top 10
646
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+18.97%
% of All Funds
18.67%
New
124
Increased
810
Reduced
893
Closed
74
Calls
$4.31B
Puts
$2.63B
Net Calls
+$1.68B
Net Calls Change
+$849M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$339M
4
OH
Orbis Holdings
Bermuda
+$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$297M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.33B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$942M
3
Deutsche Bank
Deutsche Bank
Germany
-$593M
4
Invesco
Invesco
Georgia
-$508M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1826
Beaumont Financial Advisors
Massachusetts
$310K +$3.98K +97 +1%
DAC
1827
Dividend Assets Capital
South Carolina
$307K -$4.09K -100 -1%
CIS
1828
Capital International Sarl
California
$307K – – –
GP
1829
GLG Partners
United Kingdom
$307K +$307K +7,500 New
PCM
1830
Perkins Capital Management
Minnesota
$305K +$305K +7,435 New
MA
1831
MCF Advisors
Kentucky
$304K +$21.1K +515 +7%
LWM
1832
Lenox Wealth Management
Ohio
$299K -$13.3K -324 -4%
FI
1833
FCM Investments
Texas
$299K – – –
CP
1834
Coho Partners
Pennsylvania
$295K -$69.5K -1,696 -19%
SSA
1835
South Street Advisors
New York
$295K -$20.5K -500 -6%
SCM
1836
Southport Capital Management
Tennessee
$293K -$3.32K -81 -1%
HI
1837
Hudock Inc
Pennsylvania
$291K -$1.44K -35 -0.5%
GAM
1838
Garrison Asset Management
Arkansas
$291K +$61.7K +1,508 +27%
OIM
1839
Orca Investment Management
Oregon
$290K -$2.05K -50 -0.7%
AA
1840
Alesco Advisors
New York
$289K -$14.3K -350 -5%
RIG
1841
Renaissance Investment Group
Massachusetts
$289K -$12.1K -295 -4%
HCM
1842
Hengehold Capital Management
Ohio
$288K +$6.89K +168 +2%
UF
1843
Univest Financial
Pennsylvania
$284K +$11K +268 +4%
KA
1844
Kovack Advisors
Florida
$283K -$56.8K -1,500 -17%
LCM
1845
Lucas Capital Management
New Jersey
$283K – – –
GAM
1846
Gemmer Asset Management
California
$283K +$283K +6,914 New
BCM
1847
Brown Capital Management
Maryland
$282K – – –
NA
1848
NSB Advisors
New York
$275K -$33.9K -825 -11%
MSU
1849
Maple Securities USA
New Jersey
$272K -$5.27M -128,881 -95%
JIP
1850
Jaffetilchin Investment Partners
Florida
$272K +$4.31K +105 +2%
72 73
74
75 76