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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 %
FAAM
1426
First Allied Asset Management
California
$1.48M +$30.1K +803 +2%
CC
1427
Cadinha & Co
Hawaii
$1.47M -$30.7K -821 -2%
CC
1428
Cognios Capital
Kansas
$1.47M +$1.47M +39,375 New
IAS
1429
INR Advisory Services
Pennsylvania
$1.46M +$14K +375 +1%
CPM
1430
Chesapeake Partners Management
Maryland
$1.46M – – –
JCM
1431
Jag Capital Management
Missouri
$1.46M -$81.4K -2,175 -5%
MBT
1432
Monroe Bank & Trust
Michigan
$1.45M -$14.4K -386 -1%
ICAS
1433
Investors Capital Advisory Services
Massachusetts
$1.45M +$38K +1,018 +3%
PSI
1434
Pinnacle Summer Investments
Virginia
$1.44M +$420K +11,213 +41%
TBNY
1435
Trustco Bank (New York)
New York
$1.44M -$53.3K -1,425 -4%
MGIA
1436
Moneta Group Investment Advisors
Missouri
$1.44M -$31.5K -843 -2%
PRA
1437
Parametric Risk Advisors
Connecticut
$1.43M -$253K -6,750 -15%
WA
1438
WealthTrust Axiom
Pennsylvania
$1.43M +$33.5K +895 +2%
CAL
1439
Capital Analysts LLC
Pennsylvania
$1.41M +$158K +4,231 +13%
HB
1440
Homrich & Berg
Georgia
$1.41M +$298K +7,964 +27%
DM
1441
Diker Management
New York
$1.41M +$5.8K +155 +0.4%
PVH
1442
Psagot Value Holdings
Israel
$1.41M -$263K -7,020 -16%
CL
1443
CSS LLC
Illinois
$1.39M +$1.39M +37,250 New
CCM
1444
CWH Capital Management
Washington
$1.39M +$1.39M +37,284 New
BAM
1445
Burnham Asset Management
New York
$1.38M +$3.74K +100 +0.3%
WA
1446
WBH Advisory
Maryland
$1.38M -$45.5K -1,216 -3%
ACM
1447
Argentus Capital Management
Texas
$1.38M +$378K +10,111 +38%
SWM
1448
SVA Wealth Management
Wisconsin
$1.38M +$1.38M +36,876 New
KCM
1449
Kempner Capital Management
Texas
$1.38M -$67.3K -1,800 -5%
ACH
1450
ArrowMark Colorado Holdings
Colorado
$1.37M – – –
56 57
58
59 60