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Microsoft
MSFT

Overview Fund Activity

1,792 hedge funds and large institutions have $198B invested in Microsoft in 2013 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 682 increasing their positions, 865 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,792
Holders Change
-16
Holders Change %
-0.88%
% of All Funds
58.13%
Holding in Top 10
485
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-19.7%
% of All Funds
15.73%
New
112
Increased
682
Reduced
865
Closed
112
Calls
$4.69B
Puts
$3.33B
Net Calls
+$1.36B
Net Calls Change
+$469M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$8.39B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$6.42B
3
HCM
Highfields Capital Management
Massachusetts
$1.04B
4
Macquarie Group
Macquarie Group
Australia
$620M
5
SFM
Soros Fund Management
New York
$419M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$5.04B
2
CG
Carmignac Gestion
France
$0
3
Franklin Resources
Franklin Resources
California
$2.63B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$4.3B
5
GE
General Electric
Ohio
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWCI
1701
Alpine Woods Capital Investors
New York
$220K -$5K -150 -2%
CA
1702
Cortland Associates
Missouri
$220K – – –
FBFS
1703
First Business Financial Services
Wisconsin
$220K +$220K +6,614 New
VFP
1704
Verus Financial Partners
Virginia
$219K +$267 +8 +0.1%
HJA
1705
Hugh Johnson Advisors
New York
$217K -$17.6K -531 -8%
CIS
1706
Capital International Sarl
California
$217K +$217K +6,500 New
IG
1707
Ithaka Group
Virginia
$216K -$33.2K -1,000 -13%
BC
1708
Banced Corp
Illinois
$215K -$1.43M -42,771 -87%
CG
1709
Corundum Group
Colorado
$215K +$133 +4 +0.1%
FUBT
1710
First United Bank & Trust
Maryland
$213K – – –
RGNCM
1711
R.G. Niederhoffer Capital Management
New York
$213K +$213K +6,400 New
FNBOMD
1712
First National Bank of Mount Dora
Florida
$207K +$7.49K +225 +4%
BCM
1713
Birmingham Capital Management
Alabama
$206K -$153K -4,600 -43%
WCM
1714
Wallace Capital Management
Texas
$203K – – –
UF
1715
Univest Financial
Pennsylvania
$202K +$202K +6,074 New
SFS
1716
Signator Financial Services
Massachusetts
$201K -$43.5K -1,304 -18%
VAM
1717
Visionary Asset Management
Texas
$200K +$200K +6,079 New
AWS
1718
Aris Wealth Services
Pennsylvania
$186K +$186K +5,588 New
CM
1719
Castleark Management
Illinois
$185K – – –
ZTNA
1720
Zions Trust National Association
Utah
$178K +$53.6K +1,610 +43%
FMA
1721
FNY Managed Accounts
New York
$166K +$166K +5,000 New
MI
1722
Mercer Investments
Massachusetts
$163K -$77.9K -2,342 -32%
HI
1723
Hudock Inc
Pennsylvania
$150K +$100 +3 +0.1%
MIM
1724
Merit Investment Management
Delaware
$149K – – –
HF
1725
Hoxton Financial
West Virginia
$148K +$50.7K +1,520 +52%
67 68
69
70 71