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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 %
VAS
1776
Valicenti Advisory Services
New York
$376K +$14.6K +389 +4%
SMU
1777
Signet Management USA
Virginia
$373K +$373K +9,964 New
DRGI
1778
del Rey Global Investors
California
$371K – – –
SAA
1779
Southeast Asset Advisors
Georgia
$367K +$3.82K +102 +1%
CAL
1780
Capital Advisors Ltd
Ohio
$363K +$363K +9,707 New
HFM
1781
Hartford Financial Management
Connecticut
$362K +$14.9K +400 +4%
BOS
1782
Bank of Stockton
California
$358K -$5.61K -150 -2%
PAM
1783
Princeton Alpha Management
New Jersey
$354K +$354K +9,473 New
CW
1784
Cobiz Wealth
Colorado
$352K -$1.08K -29 -0.3%
LGC
1785
Laurel Grove Capital
California
$352K +$29K +775 +9%
FIM
1786
Fernwood Investment Management
Massachusetts
$352K +$352K +9,400 New
SI
1787
Scout Investments
Missouri
$351K +$351K +9,381 New
EI
1788
EDMP Inc
Florida
$349K -$5.09K -136 -1%
AWP
1789
Ascent Wealth Partners
New York
$347K +$347K +9,259 New
CAI
1790
Capital Advisors Inc
Oklahoma
$344K -$7.41K -198 -2%
HJA
1791
Hugh Johnson Advisors
New York
$336K +$91.6K +2,447 +37%
KA
1792
Kovack Advisors
Florida
$336K +$336K +8,971 New
RCA
1793
Rex Capital Advisors
Rhode Island
$336K – – –
CP
1794
Coho Partners
Pennsylvania
$333K – – –
ARM
1795
Adirondack Research & Management
New York
$330K – – –
FMB
1796
Field & Main Bank
Kentucky
$329K +$329K +8,800 New
DOA
1797
D'Orazio & Associates
Virginia
$328K +$328K +8,762 New
MWM
1798
Modera Wealth Management
New Jersey
$326K +$326K +8,723 New
SIMM
1799
Stillwater Investment Management (Minnesota)
Minnesota
$325K +$325K +8,691 New
WRM
1800
Weybosset Research & Management
Rhode Island
$321K -$26.7K -713 -8%
70 71
72
73 74