MSFT icon

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 %
JFGIW
976
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.73M -$167K -4,478 -3%
CIC
977
Carnegie Investment Counsel
Ohio
$4.73M -$106K -2,823 -2%
FCM
978
Forester Capital Management
Illinois
$4.72M +$19.5K +520 +0.4%
Acadian Asset Management
979
Acadian Asset Management
Massachusetts
$4.71M +$422K +11,289 +10%
WPIC
980
White Pine Investment Company
Michigan
$4.7M +$39.2K +1,047 +0.8%
NCMG
981
NCM Capital Management Group
North Carolina
$4.7M +$22.5K +600 +0.5%
ACM
982
Argyle Capital Management
Pennsylvania
$4.69M -$12.2K -325 -0.3%
PAM
983
Private Asset Management
California
$4.68M +$47.5K +1,270 +1%
KFS
984
Kurt F. Somerville
$4.67M -$437K -11,680 -9%
AF
985
Arrow Financial
New York
$4.67M -$417K -11,144 -8%
DG
986
Davidson & Garrard
Virginia
$4.64M +$20.5K +548 +0.4%
RIL
987
Rothschild Investment LLC
Illinois
$4.63M -$62.1K -1,661 -1%
DIA
988
Dean Investment Associates
Ohio
$4.63M -$65.7K -1,756 -1%
PAAMCP
989
Pacific Alternative Asset Management Company (PAAMCO)
California
$4.61M +$4.61M +123,163 New
LIA
990
LS Investment Advisors
Michigan
$4.59M +$705K +18,823 +18%
BAM
991
Boyar Asset Management
New York
$4.58M +$52.4K +1,400 +1%
BUB
992
BBVA USA Bancshares
Texas
$4.57M -$32.6K -872 -0.7%
LG
993
Laidlaw Group
New York
$4.57M -$18.4K -493 -0.4%
WCMNY
994
Westchester Capital Management (New York)
New York
$4.57M +$4.57M +122,000 New
MMG
995
Monetary Management Group
Missouri
$4.56M +$2.12M +56,575 +86%
HL
996
HeadInvest LLC
Maine
$4.53M -$78.6K -2,101 -2%
CHAM
997
Clear Harbor Asset Management
Connecticut
$4.52M +$1.21M +32,308 +37%
CCT
998
Chemung Canal Trust
New York
$4.5M -$251K -6,706 -5%
SAG
999
Sterne Agee Group
Alabama
$4.49M +$1.6M +42,863 +56%
GLRA
1000
Gerald L. Ray & Associates
Texas
$4.48M -$44.6K -1,192 -1%
38 39
40
41 42