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Microsoft
MSFT

Overview Fund Activity

1,792 hedge funds and large institutions have $198B invested in Microsoft in 2013 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 682 increasing their positions, 865 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,792
Holders Change
-16
Holders Change %
-0.88%
% of All Funds
58.13%
Holding in Top 10
485
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-19.7%
% of All Funds
15.73%
New
112
Increased
682
Reduced
865
Closed
112
Calls
$4.69B
Puts
$3.33B
Net Calls
+$1.36B
Net Calls Change
+$469M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$922M
3
HCM
Highfields Capital Management
Massachusetts
+$876M
4
Macquarie Group
Macquarie Group
Australia
+$518M
5
SFM
Soros Fund Management
New York
+$419M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.1B
2
CG
Carmignac Gestion
France
-$768M
3
Franklin Resources
Franklin Resources
California
-$420M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$415M
5
GE
General Electric
Ohio
-$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
1426
JNBA Financial Advisors
Minnesota
$934K – – –
GIM
1427
Guardian Investment Management
California
$932K – – –
CCA
1428
Catalyst Capital Advisors
New York
$927K -$717K -21,531 -44%
MVP
1429
Missouri Valley Partners
Missouri
$926K -$25.3K -760 -3%
RC
1430
Roundview Capital
New Jersey
$923K -$74.9K -2,251 -8%
EP
1431
Elkhorn Partners
Nebraska
$915K -$299K -9,000 -25%
NSAA
1432
Noroian Steven A & Associates
California
$910K -$36.6K -1,100 -4%
FAB
1433
First American Bank
Illinois
$909K -$6.02M -180,763 -87%
PSI
1434
Pinnacle Summer Investments
Virginia
$907K +$50.8K +1,525 +6%
ALA
1435
Atherton Lane Advisers
California
$906K -$53.9K -1,619 -6%
CI
1436
Cowen Inc
New York
$901K +$901K +27,085 New
CBT
1437
Central Bank & Trust
Kentucky
$896K +$10.6K +318 +1%
LIM
1438
Leavell Investment Management
Alabama
$895K -$20.8K -625 -2%
DBT
1439
Dubuque Bank & Trust
Iowa
$894K +$29.6K +890 +3%
ACM
1440
Argentus Capital Management
Texas
$891K -$648K -19,461 -42%
BP
1441
Ballentine Partners
Massachusetts
$886K +$44.6K +1,339 +5%
BIM
1442
Barton Investment Management
Pennsylvania
$885K -$206K -6,200 -19%
SC
1443
Savant Capital
Illinois
$883K -$16.5K -495 -2%
SFT
1444
Simmons First Trust
Arkansas
$873K +$873K +26,243 New
JWM
1445
Jacobus Wealth Management
Wisconsin
$864K – – –
WOC
1446
West Oak Capital
California
$859K -$458K -13,748 -35%
MWP
1447
MYCIO Wealth Partners
Pennsylvania
$858K +$107K +3,229 +14%
HH
1448
Hilltop Holdings
Texas
$848K +$120K +3,618 +17%
BIG
1449
Blackthorn Investment Group
Kansas
$847K +$847K +25,450 New
BHC
1450
Bowen Hanes & Co
Florida
$843K +$15K +450 +2%
56 57
58
59 60