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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 %
JIM
926
Jupiter Investment Management
United Kingdom
$5.28M +$904K +24,164 +21%
GCA
927
Greenwood Capital Associates
South Carolina
$5.27M +$42.5K +1,136 +0.8%
HVIA
928
Hudson Valley Investment Advisors
New York
$5.27M +$124K +3,319 +2%
VST
929
Van Strum & Towne
California
$5.26M -$649K -17,338 -11%
BPM
930
Bowling Portfolio Management
Ohio
$5.26M -$56.3K -1,504 -1%
VNA
931
VNBTrust National Association
Virginia
$5.25M -$616K -16,469 -11%
OA
932
OFI Advisors
Pennsylvania
$5.23M +$27.4K +733 +0.5%
AIC
933
Argus Investors Counsel
New York
$5.22M – – –
Millennium Management
934
Millennium Management
New York
$5.22M +$4.94M +131,951 +1,738%
BFG
935
Beacon Financial Group
Texas
$5.22M -$505K -13,545 -9%
NPF
936
Norris Perne & French
Michigan
$5.22M -$49.5K -1,323 -0.9%
IIC
937
Ironwood Investment Counsel
Arizona
$5.21M -$161K -4,295 -3%
BFA
938
Bragg Financial Advisors
North Carolina
$5.21M +$3.33K +89 +0.1%
MCM
939
McMillion Capital Management
North Carolina
$5.21M -$17.6K -470 -0.3%
SIG
940
Schooner Investment Group
Pennsylvania
$5.2M +$1.11M +30,000 +27%
HPCM
941
High Pointe Capital Management
Illinois
$5.2M -$1.09M -29,020 -17%
Financial Engines Advisors
942
Financial Engines Advisors
California
$5.19M +$4.87M +130,178 +1,560%
CA
943
CapWealth Advisors
Tennessee
$5.14M +$2.53M +67,578 +97%
FLPIM
944
F.L. Putnam Investment Management
Massachusetts
$5.13M -$55.1K -1,473 -1%
GCM
945
Garland Capital Management
Washington
$5.12M -$9.54K -255 -0.2%
SI
946
SII Investments
Wisconsin
$5.11M +$2.63M +70,292 +106%
LNB
947
Ledyard National Bank
$5.1M +$210K +5,613 +4%
WAM
948
Wilsey Asset Management
California
$5.09M +$5.09M +138,221 New
FNB
949
First Niagara Bank
New York
$5.08M -$125K -3,348 -2%
CIM
950
CenturyLink Investment Management
Colorado
$5.08M -$559K -14,942 -10%
36 37
38
39 40