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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 %
FNBTCON
1126
First National Bank & Trust Co of Newtown
Pennsylvania
$3.25M -$315K -8,430 -9%
RAM
1127
Ramsey Asset Management
Virginia
$3.25M – – –
ANRIA
1128
American National Registered Investment Advisor
Texas
$3.24M +$31.6K +845 +1%
HR
1129
Howe & Rusling
New York
$3.22M -$3.53M -94,306 -52%
LS
1130
Livforsakringsbolaget Skandia
Sweden
$3.22M -$232K -6,200 -7%
CONA
1131
Capital One National Association
New York
$3.2M -$276K -7,370 -8%
AC
1132
Alleghany Corporation
New York
$3.18M – – –
NFG
1133
NewFocus Financial Group
Washington
$3.18M +$3.18M +85,017 New
HDIM
1134
Hanson & Doremus Investment Management
Vermont
$3.18M -$314K -8,393 -9%
SCG
1135
Strategic Capital Group
Washington
$3.18M -$1.56M -41,655 -33%
NCMW
1136
Northern Capital Management (Wisconsin)
Wisconsin
$3.18M -$253K -6,775 -7%
HAM
1137
Harber Asset Management
North Carolina
$3.18M +$3.18M +84,857 New
EAM
1138
EULAV Asset Management
Florida
$3.17M – – –
AssetMark Inc
1139
AssetMark Inc
California
$3.17M -$197K -5,269 -6%
PAM
1140
Paradigm Asset Management
New York
$3.16M -$187K -5,000 -6%
PTB
1141
Pioneer Trust Bank
Oregon
$3.16M +$8.42K +225 +0.3%
WA
1142
Whitebox Advisors
Minnesota
$3.15M -$700K -18,698 -18%
CIA
1143
Capital Investment Advisors
Georgia
$3.15M +$3.15M +84,072 New
EM
1144
Excalibur Management
Massachusetts
$3.12M -$43K -1,150 -1%
AP
1145
Advisor Partners
California
$3.12M +$220K +5,874 +8%
EVM
1146
Evelyn V. Moreno
$3.12M +$3.12M +83,289 New
PFP
1147
Pinnacle Financial Partners
Tennessee
$3.11M -$336K -8,980 -10%
CPA
1148
Court Place Advisors
Maryland
$3.1M +$3.1M +82,879 New
RTIM
1149
Round Table Investment Management
North Carolina
$3.1M – – –
MC
1150
MRJ Capital
New York
$3.09M – – –
44 45
46
47 48