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 %
WPC
1001
White Pine Capital
Minnesota
$4.47M -$792K -21,160 -15%
AHC
1002
Adell Harriman & Carpenter
Texas
$4.47M -$69.1K -1,846 -2%
GW
1003
GW & Wade
Massachusetts
$4.46M -$175K -4,684 -4%
SGAM
1004
Steinberg Global Asset Management
Florida
$4.46M +$100K +2,685 +2%
CMBA
1005
C.M. Bidwell & Associates
Hawaii
$4.43M -$48.4K -1,295 -1%
CM
1006
Churchill Management
California
$4.42M +$4.42M +118,055 New
P
1007
Pitcairn
Pennsylvania
$4.4M +$251K +6,723 +6%
B
1008
Bailard
California
$4.4M -$412K -11,002 -9%
HT
1009
HighTower Trust
Texas
$4.39M +$534K +14,263 +14%
TCOT
1010
Trust Company of Toledo
Ohio
$4.37M +$493K +13,189 +13%
FBT
1011
First Bankers Trust
Kentucky
$4.37M +$600K +16,050 +16%
LWM
1012
Lyons Wealth Management
Florida
$4.28M +$517K +13,832 +14%
QI
1013
Quotient Investors
New York
$4.27M -$2.57M -68,757 -38%
SIP
1014
Stoneridge Investment Partners
Pennsylvania
$4.27M +$127K +3,400 +3%
BC
1015
Brookfield Corp
Ontario, Canada
$4.27M -$4.15M -110,800 -49%
ST
1016
Smithfield Trust
Pennsylvania
$4.25M +$90.2K +2,412 +2%
CDH
1017
Charles D. Hyman
$4.24M -$28.1K -750 -0.7%
AHB
1018
Abner Herrman & Brock
New Jersey
$4.21M +$1.79M +49,446 +74%
GSBTD
1019
Glenview State Bank Trust Department
Illinois
$4.21M +$4.21M +112,460 New
BJL
1020
Brighton Jones LLC
Washington
$4.2M +$324K +8,672 +8%
TRIM
1021
Thompson Rubinstein Investment Management
Oregon
$4.2M -$407K -10,886 -9%
BWAM
1022
Boyd Watterson Asset Management
Ohio
$4.18M +$617K +16,494 +17%
GG
1023
Greenwood Gearhart
Arkansas
$4.16M +$46.5K +1,244 +1%
KFP
1024
Keystone Financial Planning
Ohio
$4.16M +$4.16M +111,287 New
SSWM
1025
Smith Salley Wealth Management
North Carolina
$4.16M +$240K +6,409 +6%
39 40
41
42 43