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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
+$1.6B
2
Capital World Investors
Capital World Investors
California
+$1.31B
3
LPC
Lone Pine Capital
Connecticut
+$953M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$764M
5
Goldman Sachs
Goldman Sachs
New York
+$430M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.51B
2
Bank of America
Bank of America
North Carolina
-$642M
3
HCM
Highfields Capital Management
Massachusetts
-$561M
4
SFM
Soros Fund Management
New York
-$375M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$372M
Name Holding Trade Value Shares
Change 		Shares
Change %
STC
351
SEI Trust Company
Pennsylvania
$43.1M -$1.21M -32,264 -3%
CAM
352
Capstone Asset Management
Texas
$42.9M -$16.2M -432,869 -27%
GF
353
Gerstein Fisher
New York
$42.6M +$22.5M +152,021 +112%
HCM
354
Holland Capital Management
Illinois
$42.3M +$307K +8,207 +0.7%
AC
355
Avenir Corporation
Virginia
$42M +$19.1M +510,850 +83%
MSU
356
Mizuho Securities USA
New York
$41.9M +$9.37M +250,252 +29%
SMDAM
357
Sumitomo Mitsui DS Asset Management
Japan
$41.6M +$1.58M +42,301 +4%
HI
358
Honeywell International
North Carolina
$41.2M +$24.3M +650,200 +144%
CEP
359
Chicago Equity Partners
Illinois
$40.8M +$12.6M +335,872 +45%
HPC
360
HM Payson & Co
Maine
$40.7M -$478K -12,778 -1%
WHG
361
Westwood Holdings Group
Texas
$39.8M -$61.1M -1,633,383 -61%
CCM
362
Coldstream Capital Management
Washington
$39.5M -$18.8M -503,166 -32%
HCM
363
Highbridge Capital Management
New York
$39M +$22M +588,525 +130%
QI
364
QV Investors
Alberta, Canada
$38.6M +$38.6M +1,032,170 New
SC
365
Saturna Capital
Washington
$38M – – –
GG
366
Gofen & Glossberg
Illinois
$38M -$314K -8,398 -0.8%
WF
367
Welch & Forbes
Massachusetts
$37.8M +$87K +2,325 +0.2%
MA
368
MUFG Americas
New York
$37.7M -$2.06M -55,061 -5%
CIBC Asset Management
369
CIBC Asset Management
Ontario, Canada
$37.6M -$1.3M -34,699 -3%
RI
370
RWWM Inc
California
$37.6M +$691K +18,462 +2%
NI
371
Numeric Investors
Massachusetts
$37.5M -$10.7M -285,880 -22%
GCM
372
Gabalex Capital Management
New York
$37.4M – – –
LC
373
Loews Corp
New York
$37.3M -$21.3M -570,123 -36%
GCM
374
GoodHaven Capital Management
New Jersey
$37M +$2.77M +73,950 +8%
JAM
375
Jupiter Asset Management
United Kingdom
$36.8M -$1.7M -45,535 -4%
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