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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
$5.23B
2
Capital World Investors
Capital World Investors
California
$14.3B
3
Franklin Resources
Franklin Resources
California
$3.95B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$11.4B
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
$427M
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.89B
3
Invesco
Invesco
Georgia
$5.15B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$6.86B
5
PI
Putnam Investments
Massachusetts
$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1851
Perkins Capital Management
Minnesota
$310K – – –
LCM
1852
Lucas Capital Management
New Jersey
$309K +$20.9K +500 +7%
DA
1853
Dunvegan Associates
California
$308K -$13.6K -327 -4%
FI
1854
FCM Investments
Texas
$304K – – –
HI
1855
Hudock Inc
Pennsylvania
$302K +$5.97K +143 +2%
RIG
1856
Renaissance Investment Group
Massachusetts
$301K +$7.09K +170 +2%
CP
1857
Coho Partners
Pennsylvania
$300K – – –
GHAM
1858
Gilman Hill Asset Management
Connecticut
$297K -$59.2K -1,420 -17%
GA
1859
Geller Advisors
New York
$297K +$30.1K +723 +11%
Tudor Investment Corp
1860
Tudor Investment Corp
Connecticut
$296K +$58.4K +1,400 +25%
AA
1861
Alesco Advisors
New York
$294K -$626 -15 -0.2%
KPCM
1862
Kings Point Capital Management
New York
$293K +$63.4K +1,520 +28%
GAM
1863
Gemmer Asset Management
California
$290K +$1.38K +33 +0.5%
HCM
1864
Hengehold Capital Management
Ohio
$289K -$3.63K -87 -1%
PAS
1865
Professional Advisory Services
Florida
$289K +$66.7K +1,600 +30%
BCM
1866
Brown Capital Management
Maryland
$287K – – –
JIP
1867
Jaffetilchin Investment Partners
Florida
$287K +$10.5K +251 +4%
RHBC
1868
R.H. Bluestein & Co
Michigan
$285K +$285K +6,824 New
FIM
1869
Fernwood Investment Management
Massachusetts
$284K -$48.4K -1,160 -15%
OIM
1870
Orca Investment Management
Oregon
$284K -$11K -265 -4%
FUBT
1871
First United Bank & Trust
Maryland
$283K +$17.4K +417 +7%
AWS
1872
Aris Wealth Services
Pennsylvania
$283K +$17.8K +426 +7%
BIM
1873
Baldwin Investment Management
Pennsylvania
$279K +$16.7K +400 +6%
TRCT
1874
Tower Research Capital (TRC)
New York
$278K +$247K +5,924 +792%
UF
1875
Univest Financial
Pennsylvania
$277K -$11.1K -267 -4%
73 74
75
76 77