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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 %
DD
1626
Dominick & Dominick
New York
$703K +$97.6K +2,609 +16%
MIP
1627
Marietta Investment Partners
Wisconsin
$700K – – –
HK
1628
Horizon Kinetics
New York
$692K +$78.6K +2,100 +13%
LPT
1629
Legacy Private Trust
Wisconsin
$689K +$154K +4,130 +29%
ICOA
1630
Investment Centers of America
North Dakota
$684K -$276K -8,258 -29%
SAM
1631
SignalPoint Asset Management
Missouri
$679K +$266K +7,116 +64%
Westfield Capital Management
1632
Westfield Capital Management
Massachusetts
$672K – – –
BPCE
1633
Bank Pictet & Cie (Europe)
Germany
$672K +$672K +17,955 New
I2I
1634
Insight 2811 Inc
Illinois
$670K -$421K -11,250 -39%
PH
1635
Pinnacle Holdings
Oklahoma
$669K -$38.7K -1,035 -5%
HBWM
1636
Hollow Brook Wealth Management
New York
$662K +$91.4K +2,443 +16%
WOC
1637
West Oak Capital
California
$661K -$305K -8,140 -32%
ACM
1638
Avalon Capital Management
California
$661K +$661K +17,670 New
EAM
1639
Evanson Asset Management
California
$660K +$660K +17,636 New
Manulife (Manufacturers Life Insurance)
1640
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$658K -$45.1K -1,204,549 -6%
RC
1641
Riversville Capital
Connecticut
$650K -$1.42M -38,044 -69%
HCA
1642
Horan Capital Advisors
Ohio
$650K -$14.6K -389 -2%
FIM
1643
Freedom Investment Management
Connecticut
$650K +$5.99K +160 +0.9%
LWI
1644
Long Wharf Investors
Massachusetts
$642K +$8.98K +240 +1%
SRCM
1645
Swift Run Capital Management
Virginia
$641K +$641K +17,136 New
ACM
1646
Advisors Capital Management
New Jersey
$640K -$78.9K -2,110 -11%
HMS
1647
Hanseatic Management Services
New Mexico
$640K +$640K +17,120 New
UBV
1648
United Bank (Virginia)
Virginia
$637K +$1.05K +28 +0.2%
ACP
1649
Aviance Capital Partners
Florida
$635K +$130K +3,470 +26%
PAM
1650
Premier Asset Management
Illinois
$634K – – –
64 65
66
67 68