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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 %
WP
476
WMS Partners
Maryland
$22.9M -$273K -7,303 -1%
LSERS
477
Louisiana State Employees Retirement System
Louisiana
$22.9M +$22.9M +611,700 New
Baillie Gifford & Co
478
Baillie Gifford & Co
United Kingdom
$22.8M +$35.6K +950 +0.2%
AR
479
Advisory Research
Illinois
$22.8M -$273K -7,290 -1%
DL
480
Delta Lloyd
Netherlands
$22.7M +$5.26M +140,692 +30%
GWM
481
Greenwich Wealth Management
Connecticut
$22.7M -$15.9K -425 -0.1%
TGI
482
Tradewinds Global Investors
California
$22.6M -$23.4M -626,683 -51%
DADC
483
D.A. Davidson & Co
Montana
$22.5M +$2.69M +71,866 +14%
HIMC
484
Heritage Investors Management Corp
Maryland
$22.5M -$461K -12,333 -2%
UM
485
Ulysses Management
New York
$22.5M – – –
CC
486
Chubb Corp
New Jersey
$22.4M – – –
RA
487
Royce & Associates
New York
$22.2M -$1.09M -29,100 -5%
WB
488
WesBanco Bank
West Virginia
$21.9M -$205K -5,469 -0.9%
WSFS
489
Wilmington Savings Fund Society
Delaware
$21.9M +$476K +12,730 +2%
CAM
490
Centre Asset Management
New York
$21.8M +$3.12M +83,370 +17%
CLOS
491
Compagnie Lombard Odier SCmA
Switzerland
$21.8M +$21.8M +581,188 New
SL
492
Summitry LLC
California
$21.7M +$840K +22,459 +4%
LI
493
LMCG Investments
Massachusetts
$21.7M -$72.2K -1,930 -0.3%
FGP
494
Foyston, Gordon, & Payne
Ontario, Canada
$21.6M -$8.71M -232,683 -29%
SF
495
Synovus Financial
Georgia
$21.5M +$183K +4,902 +0.9%
AMI
496
Amica Mutual Insurance
Rhode Island
$21.5M – – –
CEI
497
Clark Estates Inc
New York
$21.4M +$337K +9,000 +2%
B
498
Barings
North Carolina
$21.3M +$1.6M +42,800 +8%
MC
499
Muhlenkamp & Co
Pennsylvania
$21.2M -$3.21M -85,685 -13%
HSA
500
Hussman Strategic Advisors
Maryland
$21.1M +$1.87M +50,000 +10%
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