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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 %
ANTB
1051
AMG National Trust Bank
Colorado
$3.92M -$6.14K -164 -0.2%
BFO
1052
Boston Family Office
Massachusetts
$3.92M -$19.6K -525 -0.5%
SFS
1053
Strategic Financial Services
New York
$3.91M -$77.6K -2,075 -2%
IPRC
1054
Indices-Pac Research Corporation
New Jersey
$3.9M +$1.86M +49,634 +91%
RW
1055
Rand Wealth
Maryland
$3.88M -$491K -13,139 -11%
VFS
1056
VSR Financial Services
Kansas
$3.86M +$128K +3,423 +3%
QCMC
1057
Quantum Capital Management (California)
California
$3.84M +$284K +7,600 +8%
ACI
1058
Alpha Cubed Investments
California
$3.84M +$3.84M +102,638 New
MKC
1059
M. Kraus & Co
Vermont
$3.84M +$3.84M +102,544 New
SCA
1060
SAC Capital Advisors
Connecticut
$3.82M +$3.52M +94,052 +1,169%
ICMC
1061
Intrepid Capital Management (Connecticut)
Connecticut
$3.81M +$2.52M +67,400 +195%
WJA
1062
Williams Jones & Associates
New York
$3.8M -$375K -10,029 -9%
CT
1063
Coastline Trust
Rhode Island
$3.76M – – –
ACM
1064
Ativo Capital Management
Illinois
$3.75M +$3.75M +100,302 New
LC
1065
Lakeshore Capital
Alabama
$3.75M -$219K -5,867 -6%
SGCA
1066
Steel Grove Capital Advisors
Tennessee
$3.74M +$322K +8,611 +9%
LCM
1067
Leonard Capital Management
Florida
$3.74M +$1.13M +30,190 +43%
SIC
1068
Sigma Investment Counselors
Michigan
$3.73M +$400K +10,698 +12%
MPAM
1069
Murphy Pohlad Asset Management
Minnesota
$3.72M -$23.2K -620 -0.6%
HBT
1070
Hills Bank & Trust
Iowa
$3.72M +$8.79K +235 +0.2%
OMCS
1071
Old Mutual Customised Solutions
South Africa
$3.7M +$44.9K +1,200 +1%
UR
1072
USCA RIA
Texas
$3.69M +$198K +5,282 +6%
VV
1073
Verity & Verity
South Carolina
$3.69M -$254K -6,799 -6%
LDB
1074
Lee, Danner & Bass
Tennessee
$3.68M -$58.8K -1,573 -2%
PIM
1075
Penobscot Investment Management
Massachusetts
$3.67M +$81.2K +2,170 +2%
41 42
43
44 45