MSFT icon

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 %
PAM
651
Palisade Asset Management
Minnesota
$11.1M +$47.5K +1,270 +0.4%
PWP
652
Private Wealth Partners
California
$11M -$1.55M -41,450 -12%
Capital Fund Management (CFM)
653
Capital Fund Management (CFM)
France
$10.8M -$19.4M -518,569 -64%
BOH
654
Bank of Hawaii
Hawaii
$10.7M +$1.39M +37,131 +15%
CVM
655
Cheviot Value Management
California
$10.7M -$3.31M -88,570 -24%
VIMU
656
Veritas Investment Management (UK)
United Kingdom
$10.7M -$448K -11,960 -4%
JMFC
657
J.M. Forbes & Co
Massachusetts
$10.6M +$92.1K +2,461 +0.9%
STB
658
S&T Bank
Pennsylvania
$10.6M +$215K +5,756 +2%
WTC
659
WhitTier Trust Company
Nevada
$10.6M -$157K -4,187 -1%
AP
660
Atwood & Palmer
Missouri
$10.5M -$3.36M -89,858 -24%
STI
661
Susquehanna Trust & Investment
Pennsylvania
$10.5M -$1.84M -49,279 -15%
MAM
662
Mastrapasqua Asset Management
Tennessee
$10.5M -$91.9K -2,457 -0.9%
FIB
663
First Interstate Bank
Montana
$10.4M +$34.7K +927 +0.3%
WC
664
Woodstock Corp
Massachusetts
$10.4M -$1.24M -33,100 -11%
OA
665
Oak Associates
Ohio
$10.4M +$10.4M +278,205 New
NL
666
NWAM LLC
Washington
$10.4M -$1.96M -52,399 -16%
QAM
667
QCI Asset Management
New York
$10.3M +$170K +4,540 +2%
AF
668
Ally Financial
Michigan
$10.3M -$17.6M -470,000 -63%
SRF
669
Silver Rock Financial
California
$10.3M +$10.3M +275,000 New
RJT
670
Raymond James Trust
Florida
$10.3M +$619K +16,547 +6%
KCA
671
KR Capital Advisors
New York
$10.3M -$706K -18,875 -6%
Jones Financial Companies
672
Jones Financial Companies
Missouri
$10.2M -$30.4K -812 -0.3%
Cambridge Investment Research Advisors
673
Cambridge Investment Research Advisors
Iowa
$10.2M +$625K +16,700 +7%
SAM
674
Strategy Asset Managers
California
$10.2M +$156K +4,157 +2%
CIC
675
Cornercap Investment Counsel
Georgia
$10.1M -$185K -4,945 -2%
25 26
27
28 29