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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 %
HCMT
1676
Highland Capital Management (Texas)
Texas
$563K – – –
MF
1677
Magnetar Financial
Illinois
$561K -$37.9M -1,013,800 -99%
RP
1678
Raiff Partners
New York
$561K -$3.18M -85,000 -85%
AAP
1679
Ardsley Advisory Partners
Connecticut
$561K +$561K +15,000 New
PNAA
1680
Pictet North America Advisors
Switzerland
$561K +$561K +15,000 New
WCA
1681
Westover Capital Advisors
Delaware
$559K +$129K +3,442 +30%
BOS
1682
Bingham Osborn & Scarborough
California
$557K +$174K +4,662 +46%
HW
1683
Hancock Whitney
Mississippi
$556K – – –
PCA
1684
Private Capital Advisors
Connecticut
$556K – – –
CAM
1685
Cacti Asset Management
Georgia
$556K – – –
WKA
1686
Wilson Kemp & Associates
Michigan
$556K +$26.2K +700 +5%
AA
1687
ALPS Advisors
Colorado
$556K +$270K +7,148 +95%
LD
1688
Lipe & Dalton
New York
$555K +$20.6K +550 +4%
TA
1689
TBP Advisors
New York
$552K -$45.6K -1,217 -8%
PAS
1690
Partnervest Advisory Services
California
$548K -$332K -8,876 -38%
IUAM
1691
Itau USA Asset Management
New York
$542K – – –
OC
1692
Oakworth Capital
Alabama
$541K +$541K +14,472 New
IIA
1693
IPG Investment Advisors
California
$538K +$538K +14,380 New
OA
1694
Outfitter Advisors
Virginia
$537K +$7.48K +200 +1%
Kayne Anderson Rudnick Investment Management
1695
Kayne Anderson Rudnick Investment Management
California
$535K – – –
WPW
1696
Waldron Private Wealth
Pennsylvania
$532K +$532K +14,225 New
ITIM
1697
Indiana Trust & Investment Management
Indiana
$530K -$3.75K -100 -0.7%
PHAM
1698
Palisades Hudson Asset Management
Florida
$526K +$79K +2,110 +18%
AFG
1699
Albion Financial Group
Utah
$525K -$2.62K -70 -0.5%
TCB
1700
Texas Capital Bancshares
Texas
$524K -$70.4K -1,880 -12%
66 67
68
69 70