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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 %
DCM
1326
Donaldson Capital Management
Indiana
$2.02M +$92.4K +2,469 +5%
ACM
1327
Advent Capital Management
New York
$2.02M -$1.96M -58,933 Closed
SAS
1328
Sarbit Advisory Services
Manitoba, Canada
$2.01M +$402K +9,500 +25%
MTIM
1329
Marathon Trading Investment Management
Pennsylvania
$2M +$1.68M +44,900 +522%
BAM
1330
Brave Asset Management
New Jersey
$2M +$2M +53,540 New
AIM
1331
Aspen Investment Management
Michigan
$1.99M +$4.86K +130 +0.2%
Pacer Advisors
1332
Pacer Advisors
Pennsylvania
$1.99M +$1.99M +42,870 New
FFA
1333
Fragasso Financial Advisors
Pennsylvania
$1.99M +$1.99M +53,218 New
ONB
1334
Old National Bancorp
Indiana
$1.99M -$55.9K -1,494 -3%
SGC
1335
South Georgia Capital
Illinois
$1.98M +$1.98M +53,015 New
WPC
1336
Waters Parkerson & Co
Louisiana
$1.96M -$26.6K -710 -1%
OFS
1337
Orrstown Financial Services
Pennsylvania
$1.95M -$55.8K -1,493 -3%
PWW
1338
Pettyjohn Wood & White
Virginia
$1.95M -$499K -13,347 -20%
BFC
1339
Blue Fin Capital
Rhode Island
$1.94M +$1.94M +51,914 New
OC
1340
Oarsman Capital
Wisconsin
$1.94M -$10.1K -270 -0.5%
BWM
1341
Braver Wealth Management
Massachusetts
$1.94M -$206K -5,508 -10%
PPSG
1342
Princeton Portfolio Strategies Group
New Jersey
$1.93M -$28.1K -750 -1%
NAMA
1343
Nikko Asset Management Americas
New York
$1.93M -$1.24M -33,300 -39%
HP
1344
HT Partners
Connecticut
$1.92M -$6.25K -167 -0.3%
TFF
1345
Timothy F. Fidgeon
$1.92M -$205K -5,468 -10%
PWM
1346
ParenteBeard Wealth Management
Pennsylvania
$1.91M +$1.41M +37,729 +282%
MHIM
1347
MacNealy Hoover Investment Management
Ohio
$1.91M +$1.91M +51,025 New
CHC
1348
City Holding Co
West Virginia
$1.91M +$1.91M +51,060 New
HCM
1349
Hodges Capital Management
Texas
$1.9M -$54.3K -1,452 -3%
BBNB
1350
Baker Boyer National Bank
Washington
$1.89M +$1.29M +34,605 +217%
52 53
54
55 56