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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 %
CCM
401
Cadence Capital Management
Massachusetts
$32.8M -$8.82M -235,821 -21%
JIC
402
Johnson Investment Counsel
Ohio
$32.7M -$401K -10,720 -1%
SFM
403
Stack Financial Management
Montana
$32.6M +$259K +6,911 +0.8%
AL
404
AJO LP
Pennsylvania
$32.4M -$24.6M -657,600 -43%
STMM
405
South Texas Money Management
Texas
$32.3M -$47.3K -1,265 -0.1%
CS
406
Cannell & Spears
New York
$32.3M -$744K -19,885 -2%
WT
407
Wilmington Trust
Delaware
$32.2M -$1.46M -38,909 -4%
CIM
408
Confluence Investment Management
Missouri
$32.1M -$5.79M -154,669 -15%
ECM
409
Estabrook Capital Management
New York
$32M -$345K -9,212 -1%
Connor, Clark & Lunn Investment Management (CC&L)
410
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$31.8M +$24.1M +607,164 +316%
Natixis Advisors
411
Natixis Advisors
Massachusetts
$31.6M +$2.55M +68,260 +9%
VDBMI
412
Van Den Berg Management I
Texas
$31.5M -$12.4M -330,269 -28%
RG
413
Renaissance Group
Kentucky
$31.2M -$1.4M -37,421 -4%
MHC
414
Meyer Handelman Company
New York
$31.1M +$162K +4,325 +0.5%
RCM
415
Riverhead Capital Management
Delaware
$31.1M -$7.7M -205,867 -20%
MG
416
Markel Group
Virginia
$30.9M +$853K +22,800 +3%
VDI
417
Vaughan David Investments
Illinois
$30.8M -$196K -5,249 -0.6%
Parallax Volatility Advisers
418
Parallax Volatility Advisers
California
$30.8M +$30.4M +813,142 +7,758%
GA
419
Geneva Advisors
Illinois
$29.9M +$26.6M +711,617 +806%
DC
420
Deere & Company
Illinois
$29.8M +$1.43M +38,164 +5%
PSUF
421
People's United Financial
Connecticut
$29.8M +$127K +3,404 +0.4%
PMG
422
Private Management Group
California
$29.7M -$10.9M -291,697 -27%
PA
423
Pinnacle Associates
New York
$29.6M -$822K -21,969 -3%
OC
424
Oppenheimer & Co
New York
$29.3M -$1.22M -32,560 -4%
Zurich Cantonal Bank
425
Zurich Cantonal Bank
Switzerland
$28.5M +$2.91M +77,750 +11%
15 16
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