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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 %
MSU
951
Maple Securities USA
New Jersey
$5.07M +$2.58M +69,096 +104%
FWCM
952
Ferguson Wellman Capital Management
Oregon
$5.05M -$329K -8,789 -6%
SEM
953
Suncoast Equity Management
Florida
$5M +$217K +5,805 +5%
SM
954
SLS Management
New York
$4.99M -$2.95M -78,726 -37%
EWM
955
Elite Wealth Management
Washington
$4.98M -$430K -11,481 -8%
MLL
956
Moody Lynn & Lieberson
Massachusetts
$4.97M +$4.97M +132,853 New
BPC
957
Banque Pictet & Cie
Switzerland
$4.96M +$4.96M +132,468 New
FAM
958
Fortaleza Asset Management
Illinois
$4.95M +$2.23M +59,665 +82%
NI
959
Nepsis Inc
Minnesota
$4.93M +$4.93M +131,728 New
WFG
960
Windsor Financial Group
Minnesota
$4.91M +$14.4K +385 +0.3%
CIC
961
Cutler Investment Counsel
Oregon
$4.89M -$94.2K -2,519 -2%
CFSG
962
Community Financial Services Group
Vermont
$4.88M -$6.55K -175 -0.1%
RWM
963
Rench Wealth Management
Texas
$4.87M +$4.87M +130,215 New
RSVP
964
Ramsay Stattman Vela & Price
Colorado
$4.87M -$2.62K -70 -0.1%
HIM
965
Harbour Investment Management
Washington
$4.85M -$165K -4,420 -3%
CA
966
Callahan Advisors
Texas
$4.85M +$112K +2,993 +2%
WF
967
WealthTrust Fairport
Ohio
$4.83M +$25.1K +672 +0.5%
HKIM
968
Hayek Kallen Investment Management
Alabama
$4.81M -$12.8K -341 -0.3%
HRC
969
Hoertkorn Richard Charles
$4.81M +$4.81M +128,610 New
ATC
970
Argent Trust Company
Louisiana
$4.8M -$129K -3,445 -3%
LJHT
971
Laurie J. Hall Trustee
$4.8M – – –
BRCM
972
Bright Rock Capital Management
Massachusetts
$4.79M -$561K -15,000 -10%
LA
973
Lynch & Associates
Indiana
$4.77M +$252K +6,748 +6%
WCM
974
Weik Capital Management
Pennsylvania
$4.76M -$11.2K -300 -0.2%
NCM
975
Narwhal Capital Management
Georgia
$4.75M +$9.35K +250 +0.2%
37 38
39
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