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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 %
PAG
1601
Pinnacle Advisory Group
Maryland
$761K -$15.3K -410 -2%
MCM
1602
Matarin Capital Management
New York
$757K +$146K +3,907 +24%
MG
1603
MDE Group
New Jersey
$749K -$3.93K -105 -0.5%
BOC
1604
Barbara Oil Co
Illinois
$748K +$748K +20,000 New
IOOF
1605
Independent Order of Foresters
Ontario, Canada
$745K – – –
IFB
1606
iAB Financial Bank
Indiana
$743K -$18.7K -500 -2%
BCM
1607
BBT Capital Management
Texas
$740K – – –
MC
1608
Montag & Caldwell
Georgia
$739K +$23.6K +630 +3%
PCM
1609
Prelude Capital Management
New York
$738K -$207K -5,528 -22%
IFS
1610
Ifrah Financial Services
Arkansas
$738K -$8.87K -237 -1%
BA
1611
Birinyi Associates
Connecticut
$737K +$65.5K +1,750 +10%
DCM
1612
Driehaus Capital Management
Illinois
$732K – – –
MIM
1613
Montgomery Investment Management
Maryland
$731K -$1.73M -46,149 -70%
PG
1614
PEAK6 Group
Illinois
$728K -$16.7M -446,252 -96%
BSB
1615
Bangor Savings Bank
Maine
$728K +$26.3K +702 +4%
WCBA
1616
Weaver C. Barksdale & Associates
Tennessee
$728K +$134K +3,580 +23%
HIC
1617
Harvey Investment Company
Kentucky
$723K – – –
YMRC
1618
Yorktown Management & Research Company
Virginia
$722K – – –
DA
1619
Dillon & Associates
Michigan
$720K -$104K -2,800 -13%
NERM
1620
New England Research & Management
Illinois
$714K +$714K +19,075 New
CA
1621
Capital Advantage
California
$711K +$711K +19,005 New
CC
1622
Capital Counsel
New York
$709K +$73K +1,950 +11%
GAG
1623
GM Advisory Group
New York
$708K +$708K +18,937 New
AB
1624
AT Bancorp
Iowa
$706K -$45.3K -1,212 -6%
PL
1625
Plancorp LLC
Missouri
$704K +$704K +18,812 New
63 64
65
66 67