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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 %
HCM
1251
Hillman Capital Management
Maryland
$2.46M -$5.5K -147 -0.2%
PAG
1252
Private Advisor Group
New Jersey
$2.46M +$2.46M +65,790 New
RCG
1253
Ruane, Cunniff & Goldfarb
New York
$2.45M +$37.4K +1,000 +2%
ECML
1254
Eagle Capital Management (Louisiana)
Louisiana
$2.44M +$2.44M +65,321 New
MFS
1255
Monetta Financial Services
Illinois
$2.43M +$1.12M +30,000 +86%
LI
1256
Longer Investments
Arkansas
$2.42M +$2.42M +64,730 New
KAM
1257
Keeley Asset Management
Illinois
$2.42M +$3.37K +90 +0.1%
AAM
1258
Azzad Asset Management
Virginia
$2.41M -$115K -3,067 -5%
FMC
1259
First Merchants Corp
Indiana
$2.41M -$75.5K -2,020 -3%
OCG
1260
Opus Capital Group
Ohio
$2.41M +$2.24K +60 +0.1%
FPTW
1261
Franklin, Parlapiano, Turner & Welch
Texas
$2.4M +$72.8K +1,946 +3%
CSM
1262
Central Square Management
Illinois
$2.39M -$5.91M -158,090 -71%
BCMO
1263
Buckingham Capital Management (Ohio)
Ohio
$2.39M -$36.8K -985 -2%
BSWMG
1264
Barrington Strategic Wealth Management Group
Illinois
$2.38M +$91.3K +2,440 +4%
PVWM
1265
Point View Wealth Management
New Jersey
$2.38M +$2.38M +63,649 New
CC
1266
Courier Capital
New York
$2.37M -$2.55M -68,056 -52%
KIG
1267
Kessler Investment Group
Indiana
$2.36M +$179K +4,799 +8%
MBE
1268
Michael B. Elefante
$2.36M -$150K -4,015 -6%
PIMJS
1269
PKO Investment Management Joint-Stock
Poland
$2.36M +$2.36M +62,925 New
CI
1270
Cowen Inc
New York
$2.34M +$1.33M +35,515 +131%
NA
1271
Navellier & Associates
Nevada
$2.34M +$532K +14,230 +29%
TCM
1272
Texan Capital Management
Texas
$2.34M +$580K +15,500 +33%
ST
1273
Semper Trust
Pennsylvania
$2.33M +$71.1K +1,900 +3%
SCM
1274
Silver Capital Management
New York
$2.33M – – –
WC
1275
Whitnell & Co
Illinois
$2.33M -$187K -4,998 -7%
49 50
51
52 53