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Microsoft
MSFT

Overview Fund Activity

1,956 hedge funds and large institutions have $215B invested in Microsoft in 2013 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 693 increasing their positions, 861 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,956
Holders Change
+164
Holders Change %
+9.15%
% of All Funds
56.81%
Holding in Top 10
543
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+11.96%
% of All Funds
15.77%
New
247
Increased
693
Reduced
861
Closed
63
Calls
$4.81B
Puts
$3.98B
Net Calls
+$832M
Net Calls Change
-$528M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$8.82B
2
Capital World Investors
Capital World Investors
California
$10.7B
3
LPC
Lone Pine Capital
Connecticut
$953M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.59B
5
Goldman Sachs
Goldman Sachs
New York
$1.83B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$3.15B
2
Bank of America
Bank of America
North Carolina
$1.38B
3
HCM
Highfields Capital Management
Massachusetts
$610M
4
SFM
Soros Fund Management
New York
$95.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
276
Aperio Group
California
$67.9M -$51.4M -1,544,924 Closed
FQ
277
First Quadrant
California
$67.7M +$3.67M +98,200 +6%
RFC
278
Regions Financial Corp
Alabama
$67.2M -$4.67M -124,951 -7%
OI
279
Oakbrook Investments
Illinois
$67.1M -$515K -13,775 -0.8%
KCM
280
Kornitzer Capital Management
Kansas
$66.4M -$120K -3,201 -0.2%
Luther King Capital Management (LKCM)
281
Luther King Capital Management (LKCM)
Texas
$66.2M -$3.86M -103,140 -6%
BTW
282
Boston Trust Walden
Massachusetts
$65.4M -$1M -26,792 -2%
PC
283
Polar Capital
United Kingdom
$65.1M +$16.1M +430,708 +33%
Royal London Asset Management
284
Royal London Asset Management
United Kingdom
$65M +$597K +16,572 +0.9%
CC
285
Cannell & Co
New York
$64.9M +$2.82M +75,230 +5%
NG
286
NatWest Group
United Kingdom
$64.8M +$6.17M +164,954 +11%
CGT
287
Capital Guardian Trust
California
$63.8M -$3.48M -93,057 -5%
LCS
288
Levin Capital Strategies
New York
$63.8M -$39.9M -1,067,198 -38%
CGI
289
CI Global Investments
California
$63.6M -$7.3M -195,000 -10%
CB
290
Cooke & Bieler
Pennsylvania
$63.3M -$5.2M -138,880 -8%
ST
291
Spot Trading
Illinois
$63.2M +$17.4M +464,142 +38%
MWR
292
McAdams Wright Ragen
Washington
$63M -$1.05M -28,012 -2%
PIM
293
Profit Investment Management
Maryland
$62.7M -$4.82M -128,889 -7%
MIH
294
Madison Investment Holdings
Wisconsin
$61.9M -$5.29M -141,309 -8%
BMO
295
Beck Mack & Oliver
New York
$61.7M +$37.9M +1,013,021 +159%
TU
296
TDAM USA
Ontario, Canada
$61.6M +$4.94M +131,958 +9%
OPERF
297
Oregon Public Employees Retirement Fund
Oregon
$61.2M +$19.6M +522,500 +47%
SAM
298
Sentinel Asset Management
Vermont
$60.9M -$2.07M -55,390 -3%
IIM
299
Ivory Investment Management
New York
$60.9M -$14.3M -381,007 -19%
FIM
300
Foresters Investment Management
New York
$60.4M +$569K +15,200 +1%
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