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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 %
LIC
676
Lodestar Investment Counsel
Illinois
$10.1M -$34.6K -925 -0.3%
FMT
677
First Mercantile Trust
Tennessee
$10.1M -$13.9K -372 -0.1%
KRSITF
678
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.1M -$39.3K -1,049 -0.4%
CIM
679
Calvert Investment Management
Maryland
$10M +$104K +2,778 +1%
BCM
680
BTR Capital Management
California
$10M -$101K -2,700 -1%
CG
681
Colony Group
Massachusetts
$10M +$107K +2,863 +1%
IC
682
InterOcean Capital
Illinois
$10M -$1.53M -40,839 -13%
WSCM
683
Wellington Shields Capital Management
New York
$9.99M +$6.08M +162,603 +156%
BBI
684
Baxter Bros Inc
Connecticut
$9.99M +$13.7K +367 +0.1%
LMIM
685
Lockheed Martin Investment Management
Maryland
$9.91M +$9.91M +265,000 New
PIA
686
Piedmont Investment Advisors
North Carolina
$9.89M -$36.8M -984,908 -79%
PGFC
687
Peapack-Gladstone Financial Corp
New Jersey
$9.88M +$794K +21,219 +9%
SRC
688
Shufro Rose & Co
New York
$9.85M -$529K -14,150 -5%
LKIM
689
Lawson Kroeker Investment Management
Nebraska
$9.85M -$108K -2,875 -1%
CWA
690
Constellation Wealth Advisors
New York
$9.84M +$715K +19,118 +8%
JGUA
691
John G. Ullman & Associates
New York
$9.79M -$161K -4,300 -2%
RC
692
RegentAtlantic Capital
New Jersey
$9.73M +$495K +13,231 +5%
CCP
693
Clarkston Capital Partners
Michigan
$9.65M +$403K +10,776 +4%
CTA
694
Chesley Taft & Associates
Illinois
$9.65M -$12.4K -331 -0.1%
HS
695
HighVista Strategies
Massachusetts
$9.64M +$585K +15,646 +6%
CCMD
696
Cypress Capital Management (Delaware)
Delaware
$9.63M +$102K +2,728 +1%
GCM
697
Grandmaster Capital Management
California
$9.63M +$485K +12,972 +5%
DIA
698
Davidson Investment Advisors
Montana
$9.62M -$202K -5,392 -2%
ECM
699
Evergreen Capital Management
Washington
$9.61M -$1.91M -51,071 -17%
CISOA
700
Capital Investment Services of America
Wisconsin
$9.58M -$45.8K -1,225 -0.5%
26 27
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