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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
1976
Dynamic Advisor Solutions
Arizona
$255K +$63.4K +1,559 +33%
Pacer Advisors
1977
Pacer Advisors
Pennsylvania
$252K +$252K +6,199 New
GJCM
1978
Grand Jean Capital Management
California
$251K – – –
SI
1979
Scout Investments
Missouri
$249K -$269K -6,631 -52%
BIM
1980
Bridgecreek Investment Management
Oklahoma
$247K – – –
SA
1981
SRH Advisors
Kansas
$246K – – –
CG
1982
Corundum Group
Colorado
$244K -$4.88K -120 -2%
CFA
1983
Cahill Financial Advisors
Minnesota
$244K -$1.38K -34 -0.6%
PGCM
1984
Prescott Group Capital Management
Oklahoma
$244K – – –
MUS
1985
Mitsubishi UFJ Securities
Japan
$244K +$244K +6,004 New
KL
1986
Kinsight LLC
Alabama
$241K -$40.7K -1,000 -14%
FNBOMD
1987
First National Bank of Mount Dora
Florida
$238K – – –
TCM
1988
TD Capital Management
Tennessee
$237K – – –
DWM
1989
Dakota Wealth Management
Florida
$237K +$1.87K +46 +0.8%
BFG
1990
Bouchey Financial Group
New York
$236K +$236K +5,797 New
I2I
1991
Insight 2811 Inc
Illinois
$234K +$234K +5,760 New
TGI
1992
Tradewinds Global Investors
California
$233K +$233K +5,637 New
UF
1993
Univest Financial
Pennsylvania
$232K -$44.2K -1,089 -16%
BPCA
1994
Bank Pictet & Cie (Asia)
Singapore
$230K +$230K +5,660 New
WCM
1995
Windsor Capital Management
Arizona
$229K +$229K +5,635 New
LWM
1996
Lenox Wealth Management
Ohio
$228K -$22K -541 -9%
KIM
1997
Karpus Investment Management
New York
$227K +$227K +5,600 New
CFG
1998
CKW Financial Group
Hawaii
$226K -$8.15K -200 -3%
MSR
1999
Main Street Research
Connecticut
$222K +$44.7K +1,099 +25%
NPPM
2000
North Point Portfolio Managers
Ohio
$221K -$4.07K -100 -2%
78 79
80
81 82