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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
1
Vanguard Group
Pennsylvania
$19.9B
2
State Street
2
State Street
Massachusetts
$16.2B
3
Coatue Management
3
Coatue Management
New York
$568M
4
BFA
4
BlackRock Fund Advisors
California
$4.89B
5
WRF
5
Waddell & Reed Financial
Kansas
$1.55B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.2B
2
LPC
2
Lone Pine Capital
Connecticut
$253M
3
Bank of America
3
Bank of America
North Carolina
$1.58B
4
Invesco
4
Invesco
Georgia
$4.92B
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
VSWA
2126
Vontobel Swiss Wealth Advisors
Switzerland
$23K +$23K +500 New
IF
2127
Ironwood Financial
Arizona
$22K +$22K +463 New
NHFG
2128
New Harbor Financial Group
Massachusetts
$21K +$21K +450 New
BCI
2129
Brinker Capital Investments
Pennsylvania
$19K – – –
CCMW
2130
Cypress Capital Management (Wyoming)
Wyoming
$17.2K +$17.2K +370 New
PWM
2131
ParenteBeard Wealth Management
Pennsylvania
$15.7K -$403K -18,700 -96%
GGHC
2132
Gilder Gagnon Howe & Co
New York
$14K – – –
CWM
2133
Catamount Wealth Management
Connecticut
$14K +$14K +293 New
PO
2134
Private Ocean
California
$12K -$21.1K -446 -64%
JAM
2135
Jolley Asset Management
North Carolina
$10K – – –
PRS
2136
Pinkerton Retirement Specialists
Idaho
$10K +$10K +108 New
MAS
2137
Madden Advisory Services
Florida
$9K -$78.4K -1,742 -90%
FTC
2138
Farmers Trust Company
Ohio
$8.2K -$8.28M -176,719 -100%
BPM
2139
Bowling Portfolio Management
Ohio
$6.53K -$164 -3,531 -2%
OSAM
2140
O'Shaughnessy Asset Management
Connecticut
$6K -$1.12K -23 -16%
IF
2141
IRON Financial
Illinois
$4.74K -$272 -586 -5%
VAM
2142
Visionary Asset Management
Texas
$3K -$1.59K -34 -35%
CIM
2143
Cambria Investment Management
California
$3K +$3K +71 New
NDSI
2144
Newman Dignan & Sheerar Inc
Rhode Island
$2.58K – – –
MIM
2145
Macroview Investment Management
Maryland
$2K – – –
SAM
2146
Shamrock Asset Management
Texas
$2K – – –
Winslow Capital Management
2147
Winslow Capital Management
Minnesota
$1K – – –
IIM
2148
Ivory Investment Management
New York
– -$108M -2,323,786 Closed
HCM
2149
Hoplite Capital Management
New York
– -$88.6M -1,910,797 Closed
DCM
2150
Discovery Capital Management
Connecticut
– -$79.9M -1,724,150 Closed
84 85
86
87 88