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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 %
WBG
1351
Wharton Business Group
Pennsylvania
$1.89M +$1.43M +38,320 +318%
ARMT
1352
Amica Retiree Medical Trust
Rhode Island
$1.88M +$1.88M +50,128 New
GC
1353
Gruss & Co
Florida
$1.87M – – –
PJSIMP
1354
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.86M +$178K +4,750 +11%
WEC
1355
Winslow Evans & Crocker
Massachusetts
$1.86M +$1.86M +49,741 New
MCM
1356
Marathon Capital Management
Maryland
$1.85M -$10.8K -288 -0.6%
NIC
1357
Northwest Investment Counselors
Oregon
$1.85M +$162K +4,325 +10%
RJA
1358
Robshaw & Julian Associates
New York
$1.84M -$156K -4,175 -8%
ADBIC
1359
A.D. Beadell Investment Counsel
Wisconsin
$1.84M -$24.3K -650 -1%
ICOM
1360
Investment Counselors of Maryland
Maryland
$1.82M -$7.48K -200 -0.4%
RBC
1361
Ronald Blue & Co
Georgia
$1.81M -$47.6K -1,273 -3%
GIA
1362
GHP Investment Advisors
Colorado
$1.81M -$711 -19 -0%
BCB
1363
Brian C. Broderick
$1.81M – – –
WIL
1364
Winifred I. Li
$1.8M -$524 -14 -0%
SCM
1365
Stellar Capital Management
Arizona
$1.8M +$1.8M +48,096 New
SWK
1366
Stephen W. Kidder
$1.8M -$105K -2,800 -6%
B
1367
BancorpSouth
Mississippi
$1.78M +$87.9K +2,350 +5%
SBWM
1368
Sunflower Bank Wealth Management
Arizona
$1.77M – – –
PTC
1369
Philadelphia Trust Company
Pennsylvania
$1.77M -$577K -15,436 -25%
PCM
1370
Princeton Capital Management
New Jersey
$1.77M -$7.48K -200 -0.4%
NES
1371
New England Securities
New York
$1.75M -$205K -5,489 -11%
CCM
1372
CrestPoint Capital Management
Missouri
$1.74M +$1.74M +46,480 New
Envestnet Asset Management
1373
Envestnet Asset Management
Illinois
$1.73M -$1.43M -38,245 -45%
ASN
1374
Advisory Services Network
Georgia
$1.72M +$926K +24,754 +117%
KT
1375
Kanaly Trust
Texas
$1.72M +$932K +24,894 +118%
53 54
55
56 57