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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 %
Kayne Anderson Rudnick Investment Management
1826
Kayne Anderson Rudnick Investment Management
California
$641K +$85.4K +1,838 +15%
PAS
1827
Partnervest Advisory Services
California
$640K +$87.2K +1,878 +16%
CC
1828
Cognios Capital
Kansas
$638K -$458K -9,864 -42%
MPIA
1829
Mountain Pacific Investment Advisers
Idaho
$636K -$23.2K -500 -4%
NYLT
1830
New York Life Trust
New York
$633K +$189K +4,073 +43%
SC
1831
Searle & Co
Connecticut
$631K +$631K +13,590 New
PL
1832
Plancorp LLC
Missouri
$630K -$274K -5,908 -30%
SCA
1833
Stonebridge Capital Advisors
Minnesota
$628K +$9.38K +202 +2%
CWM
1834
Confluence Wealth Management
Oregon
$627K +$2.32K +50 +0.4%
PI
1835
Pettee Investors
Connecticut
$626K – – –
OAM
1836
Occidental Asset Management
California
$626K +$604 +13 +0.1%
MFS
1837
Madrona Financial Services
Washington
$626K +$626K +13,469 New
LD
1838
Lipe & Dalton
New York
$625K – – –
SCA
1839
Stillwater Capital Advisors
Pennsylvania
$611K +$232 +5 +0%
JPTCCM
1840
J.P. Turner & Co Capital Management
Georgia
$609K +$609K +13,053 New
FWSM
1841
First Wilshire Securities Management
California
$607K – – –
NCM
1842
Novare Capital Management
North Carolina
$605K +$2.32K +50 +0.4%
CPA
1843
Cowen Prime Advisors
New York
$604K +$1.02K +22 +0.2%
CIA
1844
Covington Investment Advisors
Pennsylvania
$603K +$22.8K +490 +4%
OA
1845
Outfitter Advisors
Virginia
$600K – – –
PMG
1846
ProVise Management Group
Florida
$598K +$60.4K +1,300 +11%
VCM
1847
Vision Capital Management
Oregon
$596K – – –
SI
1848
Scout Investments
Missouri
$593K +$68.7K +1,478 +13%
DBT
1849
Dubuque Bank & Trust
Iowa
$592K +$39.3K +845 +7%
CB
1850
Cooke & Bieler
Pennsylvania
$585K -$78.9K -1,700 -12%
72 73
74
75 76