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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.

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
1
Norges Bank
Norway
$5.23B
2
Capital World Investors
2
Capital World Investors
California
$14.3B
3
Franklin Resources
3
Franklin Resources
California
$3.95B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.4B
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$446M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$427M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.89B
3
Invesco
3
Invesco
Georgia
$5.15B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.86B
5
PI
5
Putnam Investments
Massachusetts
$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
1951
Financial Management Professionals
Texas
$65K -$82.2K -1,997 -56%
TDC
1952
Thompson Davis & Co
Virginia
$59K +$10.7K +256 +22%
VCM
1953
Vigilant Capital Management
Maine
$56K -$34.4K -825 -38%
AWM
1954
Avior Wealth Management
Nebraska
$53K -$8.62K -207 -14%
PFG
1955
Piershale Financial Group
Illinois
$49K +$16.8K +400 +52%
CL
1956
CFS LLC
Oklahoma
$47K – – –
CFA
1957
Camarda Financial Advisors
Florida
$45K -$217K -5,210 -83%
MDCM
1958
Morgan Dempsey Capital Management
Wisconsin
$44K – – –
ECM
1959
Exchange Capital Management
Michigan
$43K -$42.4K -1,008 -50%
SAM
1960
Solaris Asset Management
New York
$42K – – –
TCM
1961
Tributary Capital Management
Nebraska
$40K +$40K +950 New
AA
1962
AlphaMark Advisors
Kentucky
$36K +$16.7K +400 +87%
CAM
1963
Cortina Asset Management
Wisconsin
$35K +$35K +831 New
TI
1964
Turner Investments
Pennsylvania
$31K +$31K +740 New
PO
1965
Private Ocean
California
$29K – – –
NMIS
1966
Northwestern Mutual Investment Services
Wisconsin
$29K +$14.2K +338 +97%
FPCG
1967
Fort Pitt Capital Group
Pennsylvania
$27.6K -$208 -5 -0.8%
WCM
1968
Wealthcare Capital Management
Virginia
$19K +$4.81K +114 +34%
FIG
1969
Fusion Investment Group
Pennsylvania
$18K -$195K -4,621 -92%
PFG
1970
Pacific Financial Group
Washington
$17K – – –
CP
1971
Corbenic Partners
Pennsylvania
$17K +$126 +3 +0.7%
NHFG
1972
New Harbor Financial Group
Massachusetts
$15K – – –
PMAM
1973
Picton Mahoney Asset Management
Ontario, Canada
$14.9K -$19K -456,000 -56%
AIM
1974
Acuity Investment Management
Ontario, Canada
$13K -$8.67K -200 -40%
GGHC
1975
Gilder Gagnon Howe & Co
New York
$13K +$13K +300 New
77 78
79
80 81