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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 %
MIC
1551
Meridian Investment Counsel
California
$916K +$916K +24,497 New
BCMIO
1552
Beacon Capital Management Inc (Ohio)
Ohio
$907K +$907K +24,245 New
HCA
1553
Harbour Capital Advisors
Virginia
$904K -$10.5K -280 -1%
ECAM
1554
East Coast Asset Management
Massachusetts
$902K -$372K -9,936 -29%
CCM
1555
Carlson Capital Management
Minnesota
$895K +$3.55K +95 +0.4%
DS
1556
DRW Securities
Illinois
$895K +$895K +23,926 New
BFPW
1557
BOK Financial Private Wealth
Colorado
$893K – – –
ALA
1558
Atherton Lane Advisers
California
$892K -$126K -3,380 -12%
GT
1559
Greenleaf Trust
Michigan
$890K -$12.6K -337 -1%
FCFC
1560
First Commonwealth Financial Corp
Pennsylvania
$882K -$11.6K -310 -1%
FANJ
1561
Financial Architects (New Jersey)
New Jersey
$876K +$156K +4,161 +22%
GPC
1562
Glacier Peak Capital
Washington
$871K +$871K +23,275 New
NIMI
1563
Natixis Investment Managers International
France
$866K – – –
DSC
1564
Duncker Streett & Co
Missouri
$866K +$70.1K +1,872 +9%
LFR
1565
Lehman Financial Resources
Pennsylvania
$864K +$112K +2,982 +15%
HPBT
1566
High Point Bank & Trust
North Carolina
$863K – – –
SFM
1567
Signature Financial Management
Virginia
$858K +$572K +15,310 +201%
LSC
1568
Lesa Sroufe & Co
Washington
$857K -$31.8K -851 -4%
PCMC
1569
Paragon Capital Management (Colorado)
Colorado
$857K +$142K +3,783 +20%
ANBTV
1570
American National Bank & Trust (Virginia)
Virginia
$851K -$91.7K -2,454 -10%
MC
1571
Mathes Company
New York
$847K +$847K +22,643 New
SFI
1572
SPC Financial Inc
Maryland
$844K +$7.48K +200 +0.9%
BSW
1573
Buckingham Strategic Wealth
Missouri
$841K -$73.8K -1,973 -8%
BB
1574
Busey Bank
Illinois
$834K +$53.9K +1,442 +7%
LC
1575
Lourd Capital
California
$822K +$2.85K +76 +0.3%
61 62
63
64 65