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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 %
CAM
1501
CMT Asset Management
Illinois
$1.14M +$1.14M +30,484 New
SCA
1502
Salient Capital Advisors
Texas
$1.13M +$641K +17,138 +131%
WCM
1503
Wunderlich Capital Managemnt
Tennessee
$1.13M +$1.13M +30,172 New
FCIM
1504
Fairview Capital Investment Management
California
$1.13M -$48.2K -1,287 -4%
EWM
1505
Endurance Wealth Management
Rhode Island
$1.13M +$6.47K +173 +0.6%
PFS
1506
Prospera Financial Services
Texas
$1.12M -$187K -4,989 -14%
UFG
1507
United Fire Group
Iowa
$1.12M – – –
PAWC
1508
P.A.W. Capital
Connecticut
$1.12M – – –
PMFA
1509
Plante Moran Financial Advisors
Michigan
$1.12M +$57.9K +1,547 +5%
NCM
1510
Northroad Capital Management
New York
$1.12M -$162K -4,327 -13%
SJL
1511
Shayne & Jacobs LLC
Tennessee
$1.12M – – –
T
1512
TradeWorx
New Jersey
$1.12M +$1.12M +29,799 New
CYG
1513
Clean Yield Group
Vermont
$1.11M -$5.61K -150 -0.5%
BTNA
1514
Bremer Trust National Association
Minnesota
$1.11M -$9.02K -241 -0.8%
BHB
1515
Bank Hapoalim BM
Israel
$1.11M +$1.11M +29,551 New
IA
1516
Icon Advisers
Colorado
$1.1M – – –
NIM
1517
Northeast Investment Management
Massachusetts
$1.1M +$202K +5,398 +22%
ARMC
1518
American Research & Management Company
Massachusetts
$1.1M +$299 +8 +0%
NBC
1519
Neuberger Berman Canada
Ontario, Canada
$1.09M -$486K -13,000 -31%
GIM
1520
Guardian Investment Management
California
$1.08M +$37.3K +1,000 +4%
LIM
1521
Leavell Investment Management
Alabama
$1.08M +$71.8K +1,919 +7%
BIM
1522
Barton Investment Management
Pennsylvania
$1.08M +$79.9K +2,136 +8%
AIM
1523
Acropolis Investment Management
Missouri
$1.07M -$172K -4,595 -14%
CBT
1524
Central Bank & Trust
Kentucky
$1.07M +$67.8K +1,814 +7%
WAM
1525
Wood Asset Management
Florida
$1.07M -$5.42M -144,820 -84%
59 60
61
62 63