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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 %
APCM
1501
Arbiter Partners Capital Management
New York
$649K -$4.57M -137,400 -88%
HIC
1502
Harvey Investment Company
Kentucky
$643K – – –
YMRC
1503
Yorktown Management & Research Company
Virginia
$643K +$643K +19,300 New
FANJ
1504
Financial Architects (New Jersey)
New Jersey
$640K -$71.9K -2,163 -10%
ACM
1505
Advisors Capital Management
New Jersey
$640K +$4.99K +150 +0.8%
PCMC
1506
Paragon Capital Management (Colorado)
Colorado
$636K +$732 +22 +0.1%
MC
1507
Montag & Caldwell
Georgia
$636K -$1.66K -50 -0.3%
PH
1508
Pinnacle Holdings
Oklahoma
$630K -$19.7K -592 -3%
VF
1509
Virtu Financial
New York
$627K +$627K +18,815 New
Manulife (Manufacturers Life Insurance)
1510
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$625K +$34K +1,022,771 +6%
BSB
1511
Bangor Savings Bank
Maine
$624K +$44.9K +1,351 +8%
MIP
1512
Marietta Investment Partners
Wisconsin
$623K – – –
ZCI
1513
Zevenbergen Capital Investments
Washington
$619K +$619K +18,610 New
RCM
1514
Rotella Capital Management
Washington
$612K +$612K +18,360 New
AMIM
1515
Aull & Monroe Investment Management
Alabama
$611K +$9.98K +300 +2%
Westfield Capital Management
1516
Westfield Capital Management
Massachusetts
$598K -$4.49M -134,850 -88%
BA
1517
Birinyi Associates
Connecticut
$597K -$36.6K -1,100 -6%
RCM
1518
RNC Capital Management
California
$593K -$2.97M -89,228 -83%
WA
1519
Waverly Advisors
Alabama
$593K -$22.5K -675 -4%
HCA
1520
Horan Capital Advisors
Ohio
$591K +$591K +17,758 New
Fuller & Thaler Asset Management
1521
Fuller & Thaler Asset Management
California
$580K -$685K -20,600 -54%
FIM
1522
Freedom Investment Management
Connecticut
$573K -$140K -4,194 -20%
TAM
1523
Todd Asset Management
Kentucky
$567K -$33.2M -998,232 -98%
UBV
1524
United Bank (Virginia)
Virginia
$566K +$4.82K +145 +0.9%
CC
1525
Capital Counsel
New York
$565K -$26.9K -810 -5%
59 60
61
62 63