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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 %
AF
1576
Allworth Financial
California
$821K -$60.2K -1,608 -7%
MVA
1577
Mount Vernon Associates
Maryland
$820K +$1.87K +50 +0.2%
AIM
1578
Arcadia Investment Management
Michigan
$817K -$35.6K -952 -4%
NIM
1579
NuWave Investment Management
New Jersey
$814K +$803K +21,470 +7,205%
WI
1580
Wedgewood Investors
Pennsylvania
$810K – – –
FC
1581
FIC Capital
New York
$809K -$1.57K -42 -0.2%
EML
1582
Eos Management LP
New York
$809K – – –
PFA
1583
Paradigm Financial Advisors
Missouri
$806K +$806K +21,555 New
GP
1584
Girard Partners
Pennsylvania
$804K +$804K +21,484 New
PAA
1585
Peregrine Asset Advisers
Oregon
$803K – – –
DR
1586
Davis Rea
Ontario, Canada
$797K -$26.2K -700 -3%
SFT
1587
Simmons First Trust
Arkansas
$796K -$185K -4,955 -19%
VAM
1588
Visium Asset Management
New York
$795K +$231K +6,174 +41%
AB
1589
Atlas Brown
Kentucky
$790K +$20.2K +541 +3%
SCA
1590
Secor Capital Advisors
New York
$788K +$788K +21,054 New
HIM
1591
Herald Investment Management
United Kingdom
$786K – – –
DAM
1592
Deltec Asset Management
New York
$783K -$37.4K -1,000 -5%
FC
1593
Fayerweather Charles
$773K -$13.1K -350 -2%
AMIM
1594
Aull & Monroe Investment Management
Alabama
$773K +$86.1K +2,300 +13%
IH
1595
IFC Holdings
Florida
$772K -$68.6K -1,835 -8%
FA
1596
FCG Advisors
New Jersey
$770K +$25.6K +684 +3%
EP
1597
Elkhorn Partners
Nebraska
$767K -$262K -7,000 -25%
CMANY
1598
Capital Management Associates (New York)
New York
$767K +$222K +5,925 +41%
RCM
1599
RNC Capital Management
California
$763K +$96.6K +2,581 +14%
TIC
1600
Trees Investment Counsel
Illinois
$762K – – –
62 63
64
65 66