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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 %
CC
1726
Cipher Capital
New York
$477K +$477K +12,745 New
GVT
1727
Genesee Valley Trust
New York
$474K -$149K -3,970 -24%
KIG
1728
Kovitz Investment Group
Illinois
$473K -$55.1K -1,475 -10%
WIC
1729
Wilkins Investment Counsel
Massachusetts
$473K +$1.87K +50 +0.4%
RIA
1730
Regal Investment Advisors
Michigan
$472K -$385K -10,289 -45%
PA
1731
Planning Alternatives
Michigan
$471K -$11.6K -310 -2%
IF
1732
IRON Financial
Illinois
$466K +$466K +12,443 New
CPA
1733
Cowen Prime Advisors
New York
$465K -$1.39K -37 -0.3%
MBT
1734
Montecito Bank & Trust
California
$464K -$50.7K -1,355 -10%
NYLT
1735
New York Life Trust
New York
$463K -$7.53K -201 -2%
SCA
1736
Stonebridge Capital Advisors
Minnesota
$461K +$461K +12,319 New
RU
1737
RobecoSam USA
New York
$456K +$35.1K +938 +8%
FWSM
1738
First Wilshire Securities Management
California
$455K – – –
HRIA
1739
Haberer Registered Investment Advisor
Ohio
$452K -$74.9K -2,000 -14%
CCC
1740
Chelsea Counsel Company
California
$452K +$20.2K +540 +5%
CPO
1741
Cerity Partners OCIO
New York
$452K +$62.8K +1,678 +16%
HCM
1742
Highlander Capital Management
New Jersey
$452K +$79.8K +2,132 +21%
KTC
1743
Kistler-Tiffany Companies
Pennsylvania
$451K -$39.5K -1,057 -8%
NCM
1744
Novare Capital Management
North Carolina
$446K – – –
CCB
1745
Cutter & Co Brokerage
Missouri
$436K -$37.8K -1,012 -8%
GWI
1746
Grace & White Inc
New York
$433K – – –
FHB
1747
First Hawaiian Bank
Hawaii
$432K -$300 -8 -0.1%
SAM
1748
Summit Asset Management
Tennessee
$431K +$7.59K +203 +2%
BIM
1749
Baldwin Investment Management
Pennsylvania
$430K – – –
SC
1750
Schulhoff & Co
Ohio
$427K – – –
68 69
70
71 72