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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 %
KG
501
Killen Group
Pennsylvania
$21.1M +$25.4K +679 +0.1%
BP
502
Banyan Partners
Florida
$21.1M +$4.83M +129,130 +30%
BSA
503
Braun Stacey Associates
New York
$21M -$502K -13,427 -2%
RHBC
504
R.H. Bluestein & Co
Michigan
$21M +$18.7M +500,655 +825%
DAM
505
Delta Asset Management
Tennessee
$20.9M +$455K +12,175 +2%
SCM
506
Stevens Capital Management
Pennsylvania
$20.8M +$20.8M +556,133 New
TMAM
507
Tokio Marine Asset Management
Japan
$20.8M -$1.9M -50,747 -8%
HCM
508
Hutchinson Capital Management
California
$20.7M +$141K +3,780 +0.7%
PP
509
Palladium Partners
Virginia
$20.6M +$73.4K +1,963 +0.4%
ACM
510
Academy Capital Management
Texas
$20.5M -$242K -6,462 -1%
BF
511
BOK Financial
Oklahoma
$20.2M +$2.75M +73,581 +16%
GD
512
Grandfield & Dodd
New York
$20.2M +$84.6K +2,262 +0.4%
PSAMP
513
P. Schoenfeld Asset Management (PSAM)
New York
$19.9M -$14.7M -392,500 -42%
ICM
514
ICC Capital Management
Florida
$19.9M -$9.24M -247,112 -32%
HCM
515
Howland Capital Management
Massachusetts
$19.8M +$659K +17,620 +3%
PFM
516
Parsec Financial Management
North Carolina
$19.6M +$139K +3,705 +0.7%
HJGA
517
Hardman Johnston Global Advisors
Connecticut
$19.5M +$166K +4,450 +0.9%
WTNA
518
Wilmington Trust National Association
Delaware
$19.5M -$660K -17,635 -3%
HTI
519
Hikari Tsushin Inc
Japan
$19.3M – – –
FNBOO
520
First National Bank of Omaha
Nebraska
$19.2M +$364K +9,728 +2%
M&T Bank
521
M&T Bank
New York
$19.2M -$1.38M -36,828 -7%
SLI
522
Sumitomo Life Insurance
Japan
$19.2M +$421K +11,246 +2%
UCFA
523
United Capital Financial Advisors
Texas
$19.1M +$17.8M +475,211 +1,317%
WFMPM
524
Woodley Farra Manion Portfolio Management
Indiana
$18.9M +$610K +16,306 +3%
FCI
525
Financial Counselors Inc
Kansas
$18.9M +$60.8K +1,625 +0.3%
19 20
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