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Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$726M
2
State Street
State Street
Massachusetts
+$566M
3
Coatue Management
Coatue Management
New York
+$467M
4
BFA
BlackRock Fund Advisors
California
+$446M
5
WRF
Waddell & Reed Financial
Kansas
+$339M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$862M
2
LPC
Lone Pine Capital
Connecticut
-$784M
3
Bank of America
Bank of America
North Carolina
-$553M
4
Invesco
Invesco
Georgia
-$398M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
1976
Greenhaven Associates
New York
$333K -$75.5M -1,624,920 -100%
GAM
1977
Gemmer Asset Management
California
$333K +$9.24K +199 +3%
OAM
1978
Oberweis Asset Management
Illinois
$332K -$55.7K -1,200 -14%
ZCI
1979
Zevenbergen Capital Investments
Washington
$331K +$23.2K +500 +8%
AW
1980
Alpha Windward
Massachusetts
$328K -$8.05K -173 -2%
AA
1981
Alesco Advisors
New York
$325K – – –
RCWMU
1982
Rothschild & Co Wealth Management (UK)
United Kingdom
$325K – – –
PAS
1983
Professional Advisory Services
Florida
$322K – – –
KL
1984
Kinsight LLC
Alabama
$322K +$77.5K +1,667 +32%
BCM
1985
Brown Capital Management
Maryland
$320K – – –
SFG
1986
SNS Financial Group
Minnesota
$319K -$2.55K -55 -0.8%
CCA
1987
Conestoga Capital Advisors
Pennsylvania
$318K – – –
DDPIC
1988
Deroy & Devereaux Private Investment Counsel
Michigan
$318K +$112K +2,400 +54%
UF
1989
Univest Financial
Pennsylvania
$316K +$1.07K +23 +0.3%
NCM
1990
Noesis Capital Mangement
Florida
$315K +$16.3K +352 +5%
CL
1991
CIM LLC
New York
$312K -$107K -2,300 -26%
GHAM
1992
Gilman Hill Asset Management
Connecticut
$312K -$18.5K -398 -6%
BHA
1993
Beech Hill Advisors
New York
$311K -$1.09M -23,436 -78%
JIP
1994
Jaffetilchin Investment Partners
Florida
$311K -$5.68K -122 -2%
BB
1995
Bell Bank
North Dakota
$310K +$7.2K +155 +2%
AWS
1996
Aris Wealth Services
Pennsylvania
$309K -$22.6K -487 -7%
PCM
1997
Palisade Capital Management
New Jersey
$309K -$9.29K -200 -3%
TRCT
1998
Tower Research Capital (TRC)
New York
$308K -$9.78M -210,793 -97%
FIM
1999
Fernwood Investment Management
Massachusetts
$307K -$2.33K -50 -0.8%
MWM
2000
Modera Wealth Management
New Jersey
$306K +$9.33K +201 +3%
78 79
80
81 82