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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 %
WA
1526
Waverly Advisors
Alabama
$1.07M +$400K +10,679 +60%
PFBT
1527
Parkside Financial Bank & Trust
Missouri
$1.06M -$83.6K -2,237 -7%
BHBT
1528
Burke & Herbert Bank & Trust
Virginia
$1.06M – – –
CCA
1529
Checchi Capital Advisers
California
$1.06M +$1.06M +28,362 New
AWA
1530
Arete Wealth Advisors
Illinois
$1.06M +$1.06M +28,250 New
EFSCE
1531
Enterprise Financial Services Corp (EFSC)
Missouri
$1.05M -$116K -3,103 -10%
DBT
1532
Dubuque Bank & Trust
Iowa
$1.05M +$47.9K +1,280 +5%
JFA
1533
JNBA Financial Advisors
Minnesota
$1.05M -$1.53K -41 -0.1%
SC
1534
Savant Capital
Illinois
$1.04M +$44.9K +1,201 +5%
BP
1535
Ballentine Partners
Massachusetts
$1.04M +$39.8K +1,062 +4%
RC
1536
Roundview Capital
New Jersey
$1.03M -$5.91K -158 -0.6%
MWP
1537
MYCIO Wealth Partners
Pennsylvania
$1.03M +$67K +1,791 +7%
MCC
1538
Mid Continent Capital
Illinois
$1.01M -$60.8K -1,625 -6%
NSAA
1539
Noroian Steven A & Associates
California
$1.01M -$12.2K -325 -1%
FAB
1540
First American Bank
Illinois
$1.01M -$13.8K -370 -1%
WA
1541
Winfield Associates
Ohio
$987K +$987K +26,389 New
WFG
1542
Wills Financial Group
Virginia
$975K +$975K +26,069 New
EWM
1543
Empirical Wealth Management
Washington
$970K -$199K -5,326 -17%
RH
1544
Rayner & Haynor
California
$969K +$969K +25,900 New
DMC
1545
Drexel Morgan & Co
Pennsylvania
$961K +$29.5K +789 +3%
JG
1546
Jefferies Group
New York
$940K -$20.4M -543,826 -96%
HH
1547
Hilltop Holdings
Texas
$935K -$18.1K -485 -2%
MFW
1548
Meristem Family Wealth
Minnesota
$931K +$43K +1,150 +5%
BHA
1549
Beech Hill Advisors
New York
$930K +$930K +24,850 New
MHS
1550
M Holdings Securities
Oregon
$930K +$930K +24,858 New
60 61
62
63 64