MSFT icon

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 %
DWM
1901
Destination Wealth Management
California
$243K +$37.2K +891 +18%
GA
1902
Glenhill Advisors
New York
$242K -$209K -4,990 -46%
BBPWM
1903
Blue Bell Private Wealth Management
Pennsylvania
$235K – – –
RCM
1904
Reynolds Capital Management
Nevada
$234K +$25.1K +600 +12%
CIC
1905
Cornercap Investment Counsel
Georgia
$232K -$10.7M -257,501 -98%
NPPM
1906
North Point Portfolio Managers
Ohio
$230K – – –
CS
1907
Comerica Securities
Michigan
$229K +$24.5K +587 +12%
NA
1908
Nottingham Advisors
New York
$224K +$3.95K +95 +2%
BC
1909
Banced Corp
Illinois
$224K +$13.4K +321 +6%
MUMSS
1910
Mitsubishi UFJ Morgan Stanley Securities
Japan
$223K -$125K -3,000 -36%
WCM
1911
Weatherstone Capital Management
Colorado
$222K – – –
DFIM
1912
Detwiler Fenton Investment Management
Massachusetts
$219K -$104K -2,500 -32%
VIA
1913
Vantage Investment Advisors
Pennsylvania
$217K -$14.9K -356 -6%
CW
1914
Cabot-Wellington
Massachusetts
$215K – – –
NA
1915
NSB Advisors
New York
$213K -$66.9K -1,600 -24%
GAM
1916
Gould Asset Management
California
$212K – – –
ECM
1917
Ensemble Capital Management
California
$212K +$212K +5,075 New
TA
1918
TBP Advisors
New York
$211K -$399K -9,561 -65%
EA
1919
Elm Advisors
California
$211K – – –
HFS
1920
Haverford Financial Services
Pennsylvania
$208K -$24.4K -584 -11%
SP
1921
Steelhead Partners
Washington
$206K – – –
CA
1922
Cortland Associates
Missouri
$201K +$201K +4,810 New
BCI
1923
Brinker Capital Investments
Pennsylvania
$187K -$39.1K -937 -17%
LWA
1924
Lenox Wealth Advisors
New York
$185K -$60.7K -1,453 -25%
EAMA
1925
EFG Asset Management (Americas)
Florida
$185K +$75.5K +1,805 +69%
75 76
77
78 79