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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
$13B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$10.7B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$504M
4
OH
Orbis Holdings
Bermuda
$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
$15.6B

Top Sellers

1
State Street
State Street
Massachusetts
$12.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.51B
3
Deutsche Bank
Deutsche Bank
Germany
$1.79B
4
Invesco
Invesco
Georgia
$5.71B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
1926
Tarbox Family Office
California
$159K -$26.3K -640 -14%
SCM
1927
Seamans Capital Management
Massachusetts
$158K +$158K +3,850 New
CWM
1928
Cranbrook Wealth Management
Michigan
$153K -$162K -3,963 -51%
FMP
1929
Financial Management Professionals
Texas
$147K – – –
CCM
1930
Carderock Capital Management
Maryland
$127K +$127K +3,089 New
FA
1931
Friess Associates
Delaware
$123K – – –
FNYS
1932
First New York Securities
New York
$119K +$119K +2,900 New
AFIA
1933
America First Investment Advisors
Nebraska
$118K -$4.09K -100 -3%
GAAM
1934
Guinness Atkinson Asset Management
California
$110K +$28.2K +690 +35%
TIM
1935
Tortoise Investment Management
New York
$109K +$41.1K +1,000 +61%
EAMA
1936
EFG Asset Management (Americas)
Florida
$107K +$68.2K +1,671 +176%
IRS
1937
Invictus RG (Singapore)
Singapore
$104K +$81.5K +1,982 +363%
HCM
1938
Horrell Capital Management
Arkansas
$95K – – –
SFPIA
1939
Stevens First Principles Investment Advisors
California
$94K +$1.23K +30 +1%
NCM
1940
Nelson Capital Management
California
$91K +$33.3K +809 +58%
LFG
1941
LifePlan Financial Group
Ohio
$90K – – –
VCM
1942
Vigilant Capital Management
Maine
$89K +$56.1K +1,367 +171%
HCP
1943
Holt Capital Partners
Texas
$85K – – –
ECM
1944
Exchange Capital Management
Michigan
$83K +$50.3K +1,230 +154%
EMA
1945
Efficient Market Advisors
California
$82K – – –
HF
1946
Hoxton Financial
West Virginia
$78K -$164K -4,001 -68%
PFO
1947
Pathstone Family Office
New Jersey
$71K -$2.06K -50 -3%
JG
1948
Jefferies Group
New York
$66K -$963K -23,507 -94%
FA
1949
Financial Advantage
Maryland
$66K -$104K -2,524 -61%
MAS
1950
Madden Advisory Services
Florida
$64K +$411 +10 +0.6%
76 77
78
79 80