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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 %
NB
626
NBT Bank
New York
$12.1M -$952K -25,445 -7%
Walleye Trading
627
Walleye Trading
New York
$12.1M +$12.1M +323,921 New
GIA
628
Granite Investment Advisors
New Hampshire
$12.1M -$591K -15,795 -5%
RMA
629
Roffman Miller Associates
Pennsylvania
$12M +$179K +4,783 +2%
DC
630
Davenport & Co
Virginia
$12M +$657K +17,564 +6%
WI
631
Wafra Inc
New York
$11.9M -$7.18M -191,900 -38%
HCMNY
632
Howard Capital Management (New York)
New York
$11.9M +$200K +5,336 +2%
SBCM
633
Schwerin Boyle Capital Management
Massachusetts
$11.8M – – –
RG
634
Rathbones Group
United Kingdom
$11.8M -$2.1M -56,249 -15%
ID
635
Integral Derivatives
New York
$11.8M +$11.8M +313,931 New
KFC
636
Klingenstein Fields & Co
New York
$11.7M -$294K -7,856 -2%
CAG
637
Crestwood Advisors Group
Massachusetts
$11.7M -$2.32M -62,002 -17%
LM
638
Lincluden Management
Ontario, Canada
$11.6M +$386K +10,305 +3%
GJIC
639
Gamble Jones Investment Counsel
California
$11.5M +$903K +24,128 +8%
FFIC
640
First Fiduciary Investment Counsel
Ohio
$11.4M -$2.77M -73,998 -20%
FMII
641
Farmers & Merchants Investments Inc
Nebraska
$11.4M -$611K -16,339 -5%
BA
642
Boston Advisors
Massachusetts
$11.3M -$174K -4,641 -2%
SSB
643
Sandy Spring Bank
Maryland
$11.3M -$76K -2,031 -0.7%
BAM
644
Berkshire Asset Management
Pennsylvania
$11.2M +$1.57M +41,958 +16%
BPB
645
Badgley, Phelps & Bell
Washington
$11.2M -$28.8K -770 -0.3%
AIA
646
Alerus Investment Advisors
Minnesota
$11.2M -$468K -12,519 -4%
MC
647
MSF Capital
New York
$11.2M -$1.49M -39,726 -12%
GGI
648
Godsey & Gibb Inc
Virginia
$11.2M -$171K -4,567 -2%
VWM
649
Valley Wealth Managers
New Jersey
$11.2M -$330K -8,832 -3%
CCM
650
Chilton Capital Management
Texas
$11.1M -$689K -18,426 -6%
24 25
26
27 28