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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 %
VCP
1701
Vista Capital Partners
Oregon
$524K – – –
SCA
1702
Stillwater Capital Advisors
Pennsylvania
$523K +$523K +13,985 New
CWP
1703
Capital Wealth Planning
Florida
$522K -$485K -16,976 -48%
PWM
1704
Perigon Wealth Management
California
$517K +$517K +13,822 New
AAM
1705
AR Asset Management
California
$516K – – –
RAM
1706
Roanoke Asset Management
New Jersey
$512K – – –
BFEC
1707
Benjamin F. Edwards & Company
Missouri
$511K -$37.7K -1,007 -7%
DIP
1708
DT Investment Partners
Pennsylvania
$510K -$6.95K -186 -1%
CCM
1709
Check Capital Management
California
$508K -$2.14M -57,126 -81%
CASB
1710
Cape Ann Savings Bank
Massachusetts
$506K -$32.3K -861 -6%
RMAM
1711
Raab & Moskowitz Asset Management
New Jersey
$506K +$506K +13,537 New
WG
1712
Welch Group
Alabama
$500K +$27.1K +725 +6%
SLA
1713
Silver Lake Advisory
Utah
$499K +$499K +13,328 New
LC
1714
Lubar & Co
Wisconsin
$498K +$3.44K +92 +0.7%
MSR
1715
Main Street Research
Connecticut
$497K +$14.3K +383 +3%
S
1716
SignatureFD
Georgia
$495K +$109K +2,915 +28%
MPIA
1717
Mountain Pacific Investment Advisers
Idaho
$493K -$3.74K -100 -0.8%
HCM
1718
Harvey Capital Management
Florida
$493K +$187K +5,000 +61%
NC
1719
NewSquare Capital
Pennsylvania
$490K +$28.1K +751 +6%
DHFB
1720
Dixon Hubard Feinour & Brown
Virginia
$485K +$485K +12,953 New
JIR
1721
James Investment Research
Ohio
$483K -$53.4K -1,425 -10%
BIC
1722
Beach Investment Counsel
Pennsylvania
$480K – – –
GDF
1723
Graham & Dodd Fund
New York
$480K +$480K +12,830 New
VWM
1724
Vector Wealth Management
Minnesota
$478K +$51.3K +1,372 +12%
ICM
1725
IMS Capital Management
Oregon
$478K +$478K +12,772 New
67 68
69
70 71