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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 %
CM
726
Capital Management
Virginia
$8.9M -$270K -7,210 -3%
CFA
727
Carroll Financial Associates
North Carolina
$8.88M -$806K -21,558 -8%
LCM
728
LVM Capital Management
Michigan
$8.87M -$26.2K -700 -0.3%
MYAM
729
Meiji Yasuda Asset Management
Japan
$8.87M -$159K -4,252 -2%
FP
730
Foundry Partners
Minnesota
$8.85M +$8.85M +236,660 New
EBSAM
731
Eubel Brady & Suttman Asset Management
Ohio
$8.82M +$11.1K +296 +0.1%
PWPCM
732
Perella Weinberg Partners Capital Management
New York
$8.8M +$8.8M +235,000 New
KCM
733
Kanawha Capital Management
Virginia
$8.78M -$24.2K -648 -0.3%
FTIOP
734
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.75M +$56.6K +1,514 +0.7%
DP
735
Dearborn Partners
Illinois
$8.74M -$537K -14,346 -6%
PCMK
736
Paragon Capital Management (Kansas)
Kansas
$8.69M -$59.4K -1,587 -0.7%
CIC
737
Canal Insurance Company
South Carolina
$8.65M +$999K +30,000 +13%
WT
738
Washington Trust
Rhode Island
$8.63M -$17.2K -459 -0.2%
AIM
739
Assured Investment Management
New York
$8.62M +$2.86M +76,320 +50%
OAM
740
Origin Asset Management
United Kingdom
$8.61M – – –
RJFSA
741
Raymond James Financial Services Advisors
Florida
$8.61M +$904K +24,168 +12%
NPA
742
Nichols & Pratt Advisers
Massachusetts
$8.58M -$47.1K -1,260 -0.5%
DIA
743
Dana Investment Advisors
Wisconsin
$8.57M +$1.01M +26,926 +13%
LRPA
744
L. Roy Papp & Associates
Arizona
$8.52M -$113K -3,015 -1%
TCT
745
TIAA CREF Trust
Missouri
$8.52M +$693K +18,517 +9%
CHA
746
Cedar Hill Associates
Illinois
$8.49M -$84.2K -2,250 -1%
YL
747
YCG LLC
Texas
$8.48M -$14.4K -384 -0.2%
KFS
748
KMS Financial Services
Washington
$8.45M +$1.42M +37,880 +20%
MHIC
749
Marble Harbor Investment Counsel
Massachusetts
$8.45M +$28.1K +750 +0.3%
HMC
750
Harbert Management Corporation
Alabama
$8.42M -$1.87M -50,000 -18%
28 29
30
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