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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 %
FIMG
1551
Financial & Investment Management Group
Michigan
$514K -$2.37M -71,050 -82%
AIC
1552
Atlantic Investment Company
Georgia
$514K -$51.6K -1,550 -9%
HBWM
1553
Hollow Brook Wealth Management
New York
$507K -$11.4M -341,994 -96%
MS
1554
Marshall & Sullivan
Washington
$504K – – –
HCMT
1555
Highland Capital Management (Texas)
Texas
$501K – – –
VAM
1556
Visium Asset Management
New York
$501K +$297K +8,922 +146%
PCA
1557
Private Capital Advisors
Connecticut
$495K – – –
CAM
1558
Cacti Asset Management
Georgia
$494K – – –
HW
1559
Hancock Whitney
Mississippi
$494K +$9.64K +290 +2%
MC
1560
Middleton & Co
Massachusetts
$491K -$70.5K -2,120 -13%
BFEC
1561
Benjamin F. Edwards & Company
Missouri
$488K -$1.08M -32,422 -69%
CMANY
1562
Capital Management Associates (New York)
New York
$485K +$485K +14,585 New
IUAM
1563
Itau USA Asset Management
New York
$483K -$99.9K -3,000 -17%
CASB
1564
Cape Ann Savings Bank
Massachusetts
$478K -$3.33K -100 -0.7%
JIR
1565
James Investment Research
Ohio
$477K -$7.11M -213,577 -94%
LPT
1566
Legacy Private Trust
Wisconsin
$476K -$75.2K -2,260 -14%
Kayne Anderson Rudnick Investment Management
1567
Kayne Anderson Rudnick Investment Management
California
$476K – – –
LD
1568
Lipe & Dalton
New York
$475K – – –
ITIM
1569
Indiana Trust & Investment Management
Indiana
$474K +$77K +2,315 +19%
WKA
1570
Wilson Kemp & Associates
Michigan
$471K -$677K -20,350 -59%
OA
1571
Outfitter Advisors
Virginia
$471K -$8.49K -255 -2%
KIG
1572
Kovitz Investment Group
Illinois
$470K -$241K -7,249 -34%
AFG
1573
Albion Financial Group
Utah
$470K -$153K -4,600 -25%
HRIA
1574
Haberer Registered Investment Advisor
Ohio
$469K -$357K -10,721 -43%
VCP
1575
Vista Capital Partners
Oregon
$466K -$3.16K -95 -0.7%
61 62
63
64 65