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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 %
LNWWM
801
Laird Norton Wetherby Wealth Management
California
$7.16M +$85.7K +2,291 +1%
SC
802
SouthState Corp
Florida
$7.13M -$2.36K -63 -0%
MC
803
Martin & Co
Tennessee
$7.1M -$14K -375 -0.2%
MCM
804
McKinley Capital Management
Alaska
$7.08M +$2.88M +77,007 +69%
AT
805
Arden Trust
Delaware
$7.07M -$899K -24,035 -11%
BHTS
806
Bar Harbor Trust Services
Maine
$7.04M -$3.14K -84 -0%
SCM
807
Stonebridge Capital Management
California
$7.02M -$97.2K -2,599 -1%
HI
808
Hendershot Investments
Virginia
$7.02M -$43.5K -1,162 -0.6%
TCM
809
Tradition Capital Management
New Jersey
$7M -$241K -6,436 -3%
MA
810
Menlo Advisors
California
$6.97M – – –
NSEDCP
811
NJ State Employees Deferred Compensation Plan
New Jersey
$6.92M -$1.68M -45,000 -20%
PDN
812
Pensionfund DSM Netherlands
Netherlands
$6.92M – – –
UBWV
813
United Bank (West Virginia)
West Virginia
$6.88M -$5.01K -134 -0.1%
PAM
814
PartnerRe Asset Management
Connecticut
$6.84M -$386K -10,330 -5%
YIA
815
YHB Investment Advisors
Connecticut
$6.83M +$51.9K +1,387 +0.8%
CCFCSB
816
Cape Cod Five Cents Savings Bank
Massachusetts
$6.82M +$85.9K +2,295 +1%
ACP
817
Ashfield Capital Partners
California
$6.81M -$41.8K -1,116 -0.6%
FTC
818
Farmers Trust Company
Ohio
$6.8M -$67.2K -1,797 -1%
CCA
819
Cobblestone Capital Advisors
New York
$6.79M -$3.09M -82,604 -31%
SSG
820
Summit Securities Group
New York
$6.79M +$596K +15,934 +10%
FAAS
821
First Allied Advisory Services
California
$6.77M -$1.47M -39,485 -18%
MBTD
822
Mechanics Bank - Trust Department
California
$6.76M +$340K +9,090 +5%
GIM
823
Goelzer Investment Management
Indiana
$6.76M -$1.58M -42,368 -19%
KIA
824
KCM Investment Advisors
California
$6.75M +$259K +6,929 +4%
CIA
825
Choate Investment Advisors
Massachusetts
$6.74M -$514K -13,741 -7%
31 32
33
34 35