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Microsoft
MSFT

Overview Fund Activity

1,792 hedge funds and large institutions have $198B invested in Microsoft in 2013 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 682 increasing their positions, 865 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,792
Holders Change
-16
Holders Change %
-0.88%
% of All Funds
58.13%
Holding in Top 10
485
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-19.7%
% of All Funds
15.73%
New
112
Increased
682
Reduced
865
Closed
112
Calls
$4.69B
Puts
$3.33B
Net Calls
+$1.36B
Net Calls Change
+$469M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$922M
3
HCM
Highfields Capital Management
Massachusetts
+$876M
4
Macquarie Group
Macquarie Group
Australia
+$518M
5
SFM
Soros Fund Management
New York
+$419M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.1B
2
CG
Carmignac Gestion
France
-$768M
3
Franklin Resources
Franklin Resources
California
-$420M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$415M
5
GE
General Electric
Ohio
-$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
526
Zuckerman Investment Group
Illinois
$16.3M +$2.16M +64,897 +15%
WFMPM
527
Woodley Farra Manion Portfolio Management
Indiana
$16.3M +$358K +10,759 +2%
WT
528
Whittier Trust
California
$16.3M -$295K -8,865 -2%
MVP
529
Miller Value Partners
Florida
$16M +$545K +16,375 +4%
GAM
530
Gotham Asset Management
New York
$16M +$3.73M +112,224 +30%
SC
531
Scotia Capital
Ontario, Canada
$15.9M -$87.5K -2,629 -0.5%
ISL
532
Ingalls & Snyder LLC
New York
$15.8M -$7.77M -233,619 -33%
NIM
533
Nexus Investment Management
Ontario, Canada
$15.8M +$34.3K +1,030 +0.2%
ZIM
534
Zacks Investment Management
Illinois
$15.8M +$901K +27,065 +6%
GIA
535
Guyasuta Investment Advisors
Pennsylvania
$15.6M +$220K +6,600 +1%
DL
536
Delta Lloyd
Netherlands
$15.5M -$1.92M -57,664 -11%
BF
537
BOK Financial
Oklahoma
$15.5M -$780K -23,443 -5%
SCM
538
Symons Capital Management
Pennsylvania
$15.5M +$4.97M +149,385 +47%
LMGAM
539
Liberty Mutual Group Asset Management
Massachusetts
$15.2M +$3.28M +98,616 +27%
HCM
540
Highbridge Capital Management
New York
$15.1M -$18.2M -546,499 -55%
ELC
541
Edgar Lomax Company
Virginia
$15M -$1.36M -40,800 -8%
HI
542
Honeywell International
North Carolina
$15M – – –
NM
543
Nokota Management
New York
$15M +$1.67M +50,000 +13%
CAN
544
Cetera Advisor Networks
California
$15M +$371K +11,145 +3%
BAM
545
Barrett Asset Management
New York
$15M +$193K +5,813 +1%
JMH
546
J.M. Hartwell
New York
$14.9M -$316K -9,500 -2%
PRC
547
Platte River Capital
Colorado
$14.7M -$1.62M -48,760 -10%
EIA
548
Edgemoor Investment Advisors
Maryland
$14.6M -$161K -4,824 -1%
SIM
549
Sentry Investment Management
Wisconsin
$14.5M +$3.14M +94,387 +28%
V
550
Veritable
Delaware
$14.5M -$1.15M -34,428 -7%
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