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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 %
MPM
601
Meritage Portfolio Management
Kansas
$11.7M +$70K +2,104 +0.6%
NB
602
NBT Bank
New York
$11.6M -$368K -11,057 -3%
CC
603
Cornerstone Capital
California
$11.6M +$229K +6,882 +2%
PL
604
Perpetual Ltd
Australia
$11.6M -$386K -11,600 -3%
SM
605
Stratton Management
Pennsylvania
$11.3M -$1.62M -48,570 -13%
GIM
606
Greystone Investment Management
Ohio
$11.3M – – –
MC
607
MSF Capital
New York
$11.3M +$11.3M +338,455 New
QI
608
Qualcomm Inc
California
$11.3M – – –
GIA
609
Granite Investment Advisors
New Hampshire
$11.3M -$373K -11,210 -3%
IHL
610
Investment House LLC
California
$11.2M -$3.11M -93,500 -22%
PWP
611
Private Wealth Partners
California
$11.2M +$311K +9,350 +3%
FDCC
612
Foster Dykema Cabot & Co
Massachusetts
$11.1M +$145K +4,366 +1%
WFI
613
West Family Investments
California
$11M – – –
NL
614
NWAM LLC
Washington
$11M +$1.29M +38,716 +13%
APFBOT
615
Amica Pension Fund Board of Trustees
Rhode Island
$11M – – –
STI
616
Susquehanna Trust & Investment
Pennsylvania
$11M -$1.52M -45,746 -12%
RT
617
Rockland Trust
Massachusetts
$10.9M -$2.51M -75,390 -19%
TSW
618
Thompson Siegel & Walmsley
Virginia
$10.9M -$17.5M -524,340 -62%
MTC
619
McDaniel Terry & Co
Texas
$10.8M +$233K +7,016 +2%
AIP
620
Ameritas Investment Partners
Nebraska
$10.8M +$5.35M +160,735 +99%
IT
621
Investors Trust
Texas
$10.7M -$2.02M -60,821 -16%
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$10.7M -$2M -60,135 -16%
KFC
623
Klingenstein Fields & Co
New York
$10.7M -$5.43M -163,243 -34%
CPIM
624
Columbia Partners Investment Management
Virginia
$10.6M +$1.02M +30,716 +11%
RMA
625
Roffman Miller Associates
Pennsylvania
$10.6M +$319K +9,589 +3%
23 24
25
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