MSFT icon

Microsoft
MSFT

Overview Fund Activity

1,792 hedge funds and large institutions have $198B invested in Microsoft in 2013 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 682 increasing their positions, 865 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,792
Holders Change
-16
Holders Change %
-0.88%
% of All Funds
58.13%
Holding in Top 10
485
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-19.7%
% of All Funds
15.73%
New
112
Increased
682
Reduced
865
Closed
112
Calls
$4.69B
Puts
$3.33B
Net Calls
+$1.36B
Net Calls Change
+$469M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$922M
3
HCM
Highfields Capital Management
Massachusetts
+$876M
4
Macquarie Group
Macquarie Group
Australia
+$518M
5
SFM
Soros Fund Management
New York
+$419M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.1B
2
CG
Carmignac Gestion
France
-$768M
3
Franklin Resources
Franklin Resources
California
-$420M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$415M
5
GE
General Electric
Ohio
-$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
926
Ledyard National Bank
$4.35M +$458K +13,768 +12%
CFSG
927
Community Financial Services Group
Vermont
$4.34M +$159K +4,787 +4%
RSVP
928
Ramsay Stattman Vela & Price
Colorado
$4.34M -$55.6K -1,670 -1%
TAS
929
TIFF Advisory Services
Pennsylvania
$4.32M – – –
CIC
930
Carnegie Investment Counsel
Ohio
$4.3M -$209K -6,267 -5%
HKIM
931
Hayek Kallen Investment Management
Alabama
$4.29M -$163K -4,888 -4%
B
932
Bailard
California
$4.28M -$2.09M -62,888 -33%
WF
933
WealthTrust Fairport
Ohio
$4.28M -$79K -2,373 -2%
LJHT
934
Laurie J. Hall Trustee
$4.27M – – –
SEM
935
Suncoast Equity Management
Florida
$4.26M +$36.1K +1,085 +0.9%
WCM
936
Weik Capital Management
Pennsylvania
$4.24M -$41.6K -1,250 -1%
RSCM
937
Rail-Splitter Capital Management
Illinois
$4.24M +$4.24M +127,400 New
DLCIG
938
D.L. Carlson Investment Group
New Hampshire
$4.23M +$566K +17,005 +15%
CCT
939
Chemung Canal Trust
New York
$4.22M -$2.74M -82,426 -39%
NCM
940
Narwhal Capital Management
Georgia
$4.21M -$25K -750 -0.6%
CA
941
Callahan Advisors
Texas
$4.21M +$313K +9,417 +8%
SCG
942
Strategic Capital Group
Washington
$4.21M +$999K +30,010 +31%
ACM
943
Argyle Capital Management
Pennsylvania
$4.19M +$123K +3,700 +3%
FCM
944
Forester Capital Management
Illinois
$4.18M -$741K -22,250 -15%
RIL
945
Rothschild Investment LLC
Illinois
$4.18M -$46.2K -1,389 -1%
DIA
946
Dean Investment Associates
Ohio
$4.17M -$49.6K -1,489 -1%
NCMG
947
NCM Capital Management Group
North Carolina
$4.16M +$1.42M +42,500 +52%
WPIC
948
White Pine Investment Company
Michigan
$4.15M +$26.6K +800 +0.6%
GW
949
GW & Wade
Massachusetts
$4.13M +$19.9K +597 +0.5%
PAM
950
Private Asset Management
California
$4.12M -$644K -19,354 -14%
36 37
38
39 40