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 %
KFA
1101
Kelleher Financial Advisors
New York
$3.43M +$201K +5,375 +6%
NAM
1102
NTV Asset Management
West Virginia
$3.42M +$6.43K +172 +0.2%
RIG
1103
Roosevelt Investment Group
New York
$3.41M +$67.2K +1,797 +2%
SFSG
1104
Stearns Financial Services Group
North Carolina
$3.41M -$53.5K -1,429 -2%
IAM
1105
ICM Asset Management
Washington
$3.41M +$640K +17,110 +23%
RHDIC
1106
R.H. Dinel Investment Counsel
California
$3.41M +$3.41M +91,075 New
SACTSONJ
1107
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.4M -$21.1K -563 -0.6%
TF
1108
Trutina Financial
Washington
$3.4M +$95.8K +2,561 +3%
CWM
1109
Concert Wealth Management
California
$3.4M -$158K -4,217 -4%
FBB
1110
Fulton Breakefield Broenniman
Maryland
$3.4M -$38.5K -1,028 -1%
PTCG
1111
Pring Turner Capital Group
California
$3.4M +$3.4M +90,775 New
KAM
1112
Kokusai Asset Management
Japan
$3.39M -$450K -12,200 -12%
KCP
1113
KDI Capital Partners
North Carolina
$3.37M -$7.48K -200 -0.2%
OCM
1114
Olstein Capital Management
New York
$3.37M -$1.87M -50,000 -36%
CNBT
1115
Canandaigua National Bank & Trust
New York
$3.35M -$124K -3,318 -4%
SAM
1116
Smithbridge Asset Management
Pennsylvania
$3.34M -$92.6K -2,476 -3%
WA
1117
WFG Advisors
Texas
$3.34M +$199K +5,324 +6%
PAIM
1118
Punch & Associates Investment Management
Minnesota
$3.33M -$48.1K -1,285 -1%
HCM
1119
Hollencrest Capital Management
California
$3.33M +$3.33M +89,007 New
CIS
1120
Connors Investor Services
Pennsylvania
$3.32M +$740K +19,775 +29%
VHAM
1121
Van Hulzen Asset Management
California
$3.31M +$3.31M +88,482 New
BRM
1122
Boston Research & Management
Massachusetts
$3.31M +$5.76K +154 +0.2%
PRHC
1123
P.R. Herzig & Co
New York
$3.29M -$18.7K -500 -0.6%
LOCB
1124
Lombard Odier & Cie (Bahamas)
Bahamas
$3.26M +$3.26M +87,200 New
MAA
1125
Mraz Amerine & Associates
California
$3.26M -$59.9K -1,600 -2%
43 44
45
46 47