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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 %
CPS
1451
Counsel Portfolio Services
Ontario, Canada
$1.37M +$393K +10,500 +40%
TYCC
1452
Texas Yale Capital Corp
Florida
$1.35M +$270K +7,206 +25%
FFS
1453
Founders Financial Securities
Maryland
$1.35M +$1.35M +36,051 New
HI
1454
Horizon Investments
North Carolina
$1.35M +$1.35M +35,987 New
Mariner
1455
Mariner
Kansas
$1.34M -$1.29M -34,616 -49%
BDF
1456
Balasa Dinverno & Foltz
$1.34M +$59.3K +1,584 +5%
VNB
1457
Valley National Bancorp
New York
$1.34M +$1.34M +35,803 New
Tudor Investment Corp
1458
Tudor Investment Corp
Connecticut
$1.32M +$692K +18,480 +109%
GOCM
1459
Grey Owl Capital Management
Virginia
$1.32M +$1.32M +35,340 New
RCAG
1460
Rehmann Capital Advisory Group
Michigan
$1.32M +$135K +3,622 +11%
SAS
1461
Spectrum Advisory Services
Georgia
$1.31M -$52.4K -1,400 -4%
KCM
1462
KSA Capital Management
New Jersey
$1.31M – – –
MPWT
1463
MassMutual Private Wealth & Trust
Connecticut
$1.31M +$1.31M +34,942 New
IB
1464
Intrust Bank
Kansas
$1.31M +$37.7K +1,007 +3%
NSIM
1465
North Star Investment Management
Illinois
$1.31M +$151K +4,031 +13%
EWM
1466
Edge Wealth Management
New York
$1.3M – – –
AHS
1467
Aspiriant Holdings S3
California
$1.3M -$2.62K -70 -0.2%
SAMC
1468
Shinko Asset Management Company
Japan
$1.3M -$108K -2,891 -8%
State Farm Mutual Automobile Insurance
1469
State Farm Mutual Automobile Insurance
Illinois
$1.29M – – –
KS
1470
Karpas Strategies
Connecticut
$1.29M +$1.35K +36 +0.1%
FBT
1471
Founders Bank & Trust
Michigan
$1.29M -$27.9K -780 -2%
Fuller & Thaler Asset Management
1472
Fuller & Thaler Asset Management
California
$1.28M +$632K +16,900 +97%
WMSA
1473
Weiss Multi-Strategy Advisers
New York
$1.28M -$28.9M -773,400 -96%
CK
1474
Cohen Klingenstein
New York
$1.28M – – –
MIU
1475
Man Investments (UK)
United Kingdom
$1.27M -$1.63M -43,609 -56%
57 58
59
60 61