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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 %
RAM
426
RWC Asset Management
United Kingdom
$28.4M +$1.94M +51,746 +7%
BPBT
427
Boston Private Bank & Trust
Massachusetts
$28.2M +$443K +11,852 +2%
KCM
428
Kames Capital Management
United Kingdom
$28.1M +$3.61M +96,412 +15%
VFAM
429
Valley Forge Asset Management
Pennsylvania
$27.6M -$20.2M -540,867 -42%
MVP
430
Miller Value Partners
Florida
$27.6M +$9.56M +255,600 +53%
JCM
431
Janney Capital Management
Pennsylvania
$27.6M +$2.16M +57,781 +9%
Federated Hermes
432
Federated Hermes
Pennsylvania
$27.4M -$2.18M -58,362 -7%
PNC
433
Park National Corp
Ohio
$26.9M +$463K +12,385 +2%
CSIC
434
Clifford Swan Investment Counsel
California
$26.8M +$105K +2,813 +0.4%
BC
435
Brinker Capital
Pennsylvania
$26.8M +$26.8M +715,626 New
PIM
436
Perkins Investment Management
Illinois
$26.6M +$3.13M +83,624 +13%
ACA
437
Anchor Capital Advisors
Massachusetts
$26.5M +$2.02M +53,865 +8%
FAM
438
Foundation Asset Management
New York
$26.5M +$26.5M +708,588 New
MAA
439
Matrix Asset Advisors
New York
$26.5M -$638K -17,066 -2%
CNB
440
City National Bank
California
$26.4M +$3.05M +81,454 +13%
PI
441
PineBridge Investments
New York
$26.2M +$341K +9,115 +1%
Two Sigma Advisers
442
Two Sigma Advisers
New York
$26.1M +$1.22M +32,700 +5%
FFA
443
First Foundation Advisors
California
$26M +$5.48M +146,546 +27%
NLGIA
444
Nippon Life Global Investors Americas
New York
$25.9M +$1.28M +34,130 +5%
ANI
445
American National Insurance
Texas
$25.6M – – –
GAI
446
General American Investors
New York
$25.5M – – –
NPIT
447
National Penn Investors Trust
Pennsylvania
$25.3M -$224K -5,983 -0.9%
PA
448
Profund Advisors
Maryland
$25.3M +$2.77M +74,067 +12%
SAM
449
Securian Asset Management
Minnesota
$25.3M -$118K -3,143 -0.5%
MI
450
Markston International
New York
$25.3M -$703K -18,800 -3%
16 17
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