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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
$8.82B
2
Capital World Investors
Capital World Investors
California
$10.7B
3
LPC
Lone Pine Capital
Connecticut
$953M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.59B
5
Goldman Sachs
Goldman Sachs
New York
$1.83B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$3.15B
2
Bank of America
Bank of America
North Carolina
$1.38B
3
HCM
Highfields Capital Management
Massachusetts
$610M
4
SFM
Soros Fund Management
New York
$95.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1826
Alesco Advisors
New York
$277K +$12K +322 +5%
HHMI
1827
Howard Hughes Medical Institute
Maryland
$277K +$223K +5,958 +414%
SWA
1828
SFMG Wealth Advisors
Texas
$275K +$4.6K +123 +2%
RIG
1829
Renaissance Investment Group
Massachusetts
$274K +$5.22K +140 +2%
MCWS
1830
McKinley Carter Wealth Services
West Virginia
$273K -$18.5K -496 -6%
FI
1831
FCM Investments
Texas
$273K – – –
SCM
1832
Southport Capital Management
Tennessee
$271K -$7.71K -206 -3%
AWCI
1833
Alpine Woods Capital Investors
New York
$269K +$22.4K +600 +9%
CCM
1834
Chinook Capital Management
Oregon
$267K -$15K -400 -5%
HI
1835
Hudock Inc
Pennsylvania
$267K +$97.6K +2,604 +58%
OIM
1836
Orca Investment Management
Oregon
$267K +$267K +7,136 New
TNB
1837
Thomasville National Bank
Georgia
$265K +$265K +7,091 New
LCM
1838
Lucas Capital Management
New Jersey
$259K – – –
BCM
1839
Brown Capital Management
Maryland
$258K -$7.5K -200 -3%
DBG
1840
De Burlo Group
Massachusetts
$258K – – –
MUMSS
1841
Mitsubishi UFJ Morgan Stanley Securities
Japan
$257K +$191K +5,100 +287%
HCM
1842
Hengehold Capital Management
Ohio
$256K -$11.5K -308 -4%
JWA
1843
JFS Wealth Advisors
Pennsylvania
$255K -$85K -2,268 -25%
TCMG
1844
TSP Capital Management Group
New Jersey
$254K -$226K – –
UF
1845
Univest Financial
Pennsylvania
$249K +$21.7K +579 +10%
VFP
1846
Verus Financial Partners
Virginia
$246K +$336 +9 +0.1%
RC
1847
RBF Capital
California
$245K +$245K +6,560 New
JIP
1848
Jaffetilchin Investment Partners
Florida
$244K -$368K -9,835 -60%
IG
1849
Ithaka Group
Virginia
$243K – – –
ZTNA
1850
Zions Trust National Association
Utah
$241K +$41.1K +1,100 +21%
72 73
74
75 76