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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 %
RC
1876
RBF Capital
California
$274K – – –
IG
1877
Ithaka Group
Virginia
$271K – – –
ZTNA
1878
Zions Trust National Association
Utah
$269K – – –
CG
1879
Corundum Group
Colorado
$262K +$10.6K +254 +4%
PCM
1880
Palisade Capital Management
New Jersey
$261K -$375K -9,000 -59%
LWM
1881
Lenox Wealth Management
Ohio
$260K -$44.2K -1,059 -15%
CRC
1882
Curi RMB Capital
Illinois
$258K +$13.7K +329 +6%
FNBOMD
1883
First National Bank of Mount Dora
Florida
$255K -$7.29K -175 -3%
SC
1884
Scholtz & Company
Connecticut
$254K – – –
CWA
1885
Constellation Wealth Advisors
New York
$252K -$10.4M -248,964 -98%
SA
1886
SRH Advisors
Kansas
$252K – – –
KTC
1887
Kistler-Tiffany Companies
Pennsylvania
$251K -$25K -599 -9%
ESBC
1888
E.S. Barr & Co
Kentucky
$251K +$251K +6,028 New
PGCM
1889
Prescott Group Capital Management
Oklahoma
$250K – – –
DA
1890
DSC Advisors
Illinois
$249K +$249K +5,975 New
MSU
1891
Maple Securities USA
New Jersey
$248K -$29.1K -698 -11%
AIA
1892
Arbor Investment Advisors
North Carolina
$248K -$5.92K -142 -2%
WCM
1893
Wallace Capital Management
Texas
$246K -$8.35K -200 -3%
MPM
1894
Meritage Portfolio Management
Kansas
$246K – – –
CFA
1895
Cahill Financial Advisors
Minnesota
$245K -$3.13K -75 -1%
CFG
1896
CKW Financial Group
Hawaii
$245K +$6.24K +149 +3%
BB
1897
Bell Bank
North Dakota
$244K +$876 +21 +0.4%
TCM
1898
TD Capital Management
Tennessee
$243K -$10.5K -251 -4%
ZAM
1899
Zevin Asset Management
Massachusetts
$243K – – –
EWA
1900
Exencial Wealth Advisors
Oklahoma
$243K +$21.1K +505 +9%
74 75
76
77 78