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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 %
AI
576
Analytic Investors
California
$15.1M -$28.5M -760,950 -65%
SFM
577
Systematic Financial Management
New Jersey
$15.1M +$15.1M +403,965 New
WT
578
Whittier Trust
California
$15.1M -$3.19M -85,191 -17%
GIM
579
Gyrus Investment Management
Ontario, Canada
$15.1M -$295K -7,426 -2%
NEAM
580
New England Asset Management
Connecticut
$15M -$322K -8,600 -2%
CC
581
Carlson Capital
Texas
$15M -$59.8M -1,599,113 -80%
FIG
582
Fortress Investment Group
New York
$15M – – –
EGM
583
Espalier Global Management
New York
$15M +$15M +400,000 New
FCH
584
Freestone Capital Holdings
Washington
$15M +$254K +6,789 +2%
SKP
585
Sanborn Kilcollin Partners
Illinois
$14.9M -$1.02M -27,268 -6%
GI
586
GAMCO Investors
Connecticut
$14.9M +$210K +5,610 +1%
BCM
587
Buckhead Capital Management
Georgia
$14.8M -$759K -20,280 -5%
CFB
588
Cullen/Frost Bankers
Texas
$14.7M -$249K -6,664 -2%
CTI
589
Community Trust & Investment
Kentucky
$14.5M +$221K +5,894 +2%
SIG
590
Schaller Investment Group
North Carolina
$14.4M -$11.2K -300 -0.1%
GT
591
Glenview Trust
Kentucky
$14.4M +$14.4M +384,677 New
HCM
592
Horan Capital Management
Maryland
$14.3M -$144K -3,847 -1%
MCM
593
Maryland Capital Management
Maryland
$14.2M -$898K -24,001 -6%
CT
594
Cambridge Trust
Massachusetts
$14.1M +$211K +5,643 +2%
GHA
595
GW Henssler & Associates
Georgia
$14M +$326K +8,709 +2%
GMIM
596
General Motors Investment Management
New York
$13.7M +$398K +10,628 +3%
SPC
597
Stewart & Patten Company
California
$13.7M -$301K -8,050 -2%
MTC
598
McDaniel Terry & Co
Texas
$13.7M +$1.59M +42,382 +13%
SCM
599
Shelton Capital Management
Colorado
$13.7M +$73.9K +1,974 +0.5%
ACM
600
Argent Capital Management
Missouri
$13.6M +$69.4K +1,856 +0.5%
22 23
24
25 26