MSFT icon

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 %
TH
451
TCTC Holdings
Texas
$24.9M -$107K -2,850 -0.4%
Janney Montgomery Scott
452
Janney Montgomery Scott
Pennsylvania
$24.8M -$616K -16,463 -2%
SCA
453
STALEY CAPITAL ADVISERS
Pennsylvania
$24.7M -$71K -1,898 -0.3%
IAM
454
Impax Asset Management
New Hampshire
$24.7M +$6.16M +164,702 +33%
Mirae Asset Global Investments
455
Mirae Asset Global Investments
South Korea
$24.5M -$5.17M -138,306 -17%
GI
456
GLG Inc
New York
$24.4M +$992K +26,504 +4%
ZIC
457
ZWJ Investment Counsel
Georgia
$24.3M -$40.7K -1,089 -0.2%
1IC
458
1919 Investment Counsel
Maryland
$24.3M -$517K -13,833 -2%
TCM
459
Tradewinds Capital Management
Washington
$24.3M +$24.3M +648,626 New
EWM
460
Evercore Wealth Management
New York
$24.2M -$1.25M -33,513 -5%
BFS
461
Bradley Foster & Sargent
Connecticut
$24.2M +$177K +4,734 +0.7%
AL
462
Airain Ltd
Guernsey
$24.1M +$24.1M +643,380 New
SCM
463
Summit Capital Management
Washington
$24.1M +$3.46M +92,482 +17%
ST
464
Sabal Trust
Florida
$24M -$18.4K -492 -0.1%
AAM
465
Advisors Asset Management
Colorado
$23.9M +$5.29M +141,301 +28%
PMAM
466
Picton Mahoney Asset Management
Ontario, Canada
$23.9M +$23.9M +638,700 New
JFL
467
Jarislowsky, Fraser Ltd
Quebec, Canada
$23.8M +$20.7M +553,221 +659%
SCM
468
SKBA Capital Management
California
$23.7M +$3.59M +95,929 +18%
ABC
469
Associated Banc-Corp
Wisconsin
$23.7M +$285K +7,605 +1%
CI
470
Conning Inc
Connecticut
$23.5M +$3.34M +89,195 +17%
KRS
471
Kentucky Retirement Systems
Kentucky
$23.5M -$91.5K -2,444 -0.4%
BHIA
472
Birch Hill Investment Advisors
Massachusetts
$23.4M -$85.3K -2,279 -0.4%
BCM
473
Bridgeway Capital Management
Texas
$23.3M +$2.41M +64,470 +12%
ADEF
474
Adams Diversified Equity Fund
Maryland
$23.2M – – –
SM
475
Scoggin Management
New York
$23M +$23M +615,250 New
17 18
19
20 21