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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 %
HNB
376
Huntington National Bank
Ohio
$36.7M +$1.48M +39,558 +4%
AIA
377
Avalon Investment & Advisory
Texas
$36.5M +$15.5M +414,554 +74%
RP
378
Riverbridge Partners
Minnesota
$36.4M +$3.57M +95,385 +11%
LPL Financial
379
LPL Financial
California
$36.2M +$852K +22,774 +2%
B
380
Baird
Wisconsin
$36.2M +$551K +14,739 +2%
B
381
BP
United Kingdom
$36.1M +$7.67M +205,000 +27%
MNA
382
Manning & Napier Advisors
New York
$36M -$2.64M -70,627 -7%
AIM
383
Allen Investment Management
New York
$35.6M +$9.36M +250,000 +36%
HTC
384
Haverford Trust Company
Pennsylvania
$35.5M +$557K +14,883 +2%
HHAA
385
Henry H. Armstrong Associates
Pennsylvania
$35.5M -$1.25M -33,412 -3%
AI
386
Ariel Investments
Illinois
$35.4M +$19.9M +530,807 +128%
BC
387
Bartlett & Co
Ohio
$35.3M -$565K -15,103 -2%
Truist Financial
388
Truist Financial
North Carolina
$35.1M -$3.99M -106,699 -10%
BKBG
389
BHF Kleinwort Benson Group
Belgium
$34.7M +$12M +320,958 +53%
CFC
390
Cincinnati Financial Corp
Ohio
$34.6M – – –
MOACM
391
Mutual of America Capital Management
New York
$34.1M +$355K +9,487 +1%
PFC
392
Poplar Forest Capital
California
$34.1M -$2.61M -69,731 -7%
AIMCA
393
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$33.9M -$1.7M -45,400 -5%
MCI
394
McDonald Capital Investors
California
$33.9M -$23.5M -628,245 -41%
VIM
395
Veritas Investment Management
United Kingdom
$33.8M +$2.23M +59,640 +7%
QBFM
396
QS Batterymarch Financial Management
New York
$33.8M -$3.37M -90,098 -9%
MME
397
Meag Munich Ergo
Germany
$33.8M +$2.13M +57,003 +7%
MAM
398
Martingale Asset Management
Massachusetts
$33.7M -$6.25M -166,961 -16%
Commonwealth Equity Services
399
Commonwealth Equity Services
Massachusetts
$33.4M +$1.01M +27,057 +3%
FT
400
Fiduciary Trust
Massachusetts
$33.2M +$417K +11,152 +1%
14 15
16
17 18