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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 %
TIA
1301
Tiemann Investment Advisors
California
$2.21M +$2.21M +59,190 New
MCM
1302
Mazama Capital Management
Oregon
$2.21M -$624K -16,692 -22%
WIS
1303
Wright Investors Service
Connecticut
$2.21M +$296K +7,911 +16%
CP
1304
Cinque Partners
California
$2.18M +$359K +9,599 +20%
MWAC
1305
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.18M -$552K -14,744 -20%
VKH
1306
Virtu KCG Holdings
New York
$2.17M +$743K +19,864 +52%
DT
1307
Diversified Trust
Tennessee
$2.15M -$116K -3,090 -5%
TAM
1308
Taurus Asset Management
New York
$2.14M -$11.2K -300 -0.5%
GAM
1309
Guinness Asset Management
United Kingdom
$2.14M +$138K +3,690 +7%
AP
1310
Appleton Partners
Massachusetts
$2.13M +$22.8K +610 +1%
MC
1311
Miles Capital
Iowa
$2.13M +$689K +18,430 +48%
BAC
1312
Boys Arnold & Co
North Carolina
$2.13M -$336K -8,977 -14%
BA
1313
Bridgewater Advisors
New York
$2.12M +$2.12M +56,788 New
ICRM
1314
Insight Capital Research & Management
California
$2.12M -$32.4K -867 -2%
ST
1315
Somerset Trust
Pennsylvania
$2.12M +$2.12M +56,536 New
11A
1316
10-15 Associates
New York
$2.11M -$6.28K -168 -0.3%
AI
1317
Atria Investments
North Carolina
$2.09M -$688K -18,392 -25%
BA
1318
Bennicas & Associates
California
$2.07M -$433K -11,582 -17%
CCM
1319
Compton Capital Management
Rhode Island
$2.06M +$3.74K +100 +0.2%
MWVC
1320
Morgens Waterfall Vintiadis & Co
New York
$2.06M +$2.06M +55,000 New
MSP
1321
Madison Street Partners
Colorado
$2.06M +$2.06M +55,000 New
NCA
1322
New Century Advisors
Maryland
$2.06M +$2.06M +55,000 New
WCM
1323
Wisconsin Capital Management
Wisconsin
$2.06M – – –
FSA
1324
Franklin Street Advisors
North Carolina
$2.05M -$124K -3,316 -6%
IIM
1325
Intact Investment Management
Quebec, Canada
$2.04M -$176K -4,700 -8%
51 52
53
54 55