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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 %
OSAM
1976
O'Shaughnessy Asset Management
Connecticut
$6K -$6.62K -161 -52%
Winslow Capital Management
1977
Winslow Capital Management
Minnesota
$6K +$6K +150 New
HP
1978
Hikari Power
Japan
$5.8K +$5.8K +141,500 New
JT
1979
Jump Trading
Illinois
$5K -$2.91M -69,928 -100%
IFWM
1980
Institute for Wealth Management
Colorado
$5K – – –
SMG
1981
Spectrum Management Group
Indiana
$5K – – –
SCM
1982
Siphron Capital Management
California
$2K – – –
SAM
1983
Shamrock Asset Management
Texas
$2K +$2K +39 New
FFS
1984
Founders Financial Securities
Maryland
$1.83K +$349 +8,518 +24%
SCP
1985
Syntal Capital Partners
Texas
$604 +$604 +19,752 New
Two Sigma Investments
1986
Two Sigma Investments
New York
– -$107M -2,850,748 Closed
SA
1987
Smithwood Advisers
California
– -$74.8M -2,000,000 Closed
PRO
1988
Pensioenfonds Rail & OV
Netherlands
– -$68.2M -1,823,333 Closed
MSU
1989
Mizuho Securities USA
New York
– -$41.9M -1,119,775 Closed
HCM
1990
Highbridge Capital Management
New York
– -$39M -1,041,741 Closed
AIM
1991
Allen Investment Management
New York
– -$35.6M -950,000 Closed
FAM
1992
Foundation Asset Management
New York
– -$26.5M -708,588 Closed
AL
1993
Airain Ltd
Guernsey
– -$24.1M -643,380 Closed
SM
1994
Scoggin Management
New York
– -$23M -615,250 Closed
RHBC
1995
R.H. Bluestein & Co
Michigan
– -$21M -561,307 Closed
SCM
1996
Stevens Capital Management
Pennsylvania
– -$20.8M -556,133 Closed
SCM
1997
Symons Capital Management
Pennsylvania
– -$17.5M -467,381 Closed
SFM
1998
Systematic Financial Management
New Jersey
– -$15.1M -403,965 Closed
CC
1999
Carlson Capital
Texas
– -$15M -400,638 Closed
EGM
2000
Espalier Global Management
New York
– -$15M -400,000 Closed
78 79
80
81 82