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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 %
FIMG
1851
Financial & Investment Management Group
Michigan
$240K -$337K -9,010 -58%
CIC
1852
Chilton Investment Company
Connecticut
$240K -$25.4K -680 -10%
AWS
1853
Aris Wealth Services
Pennsylvania
$240K +$31K +829 +15%
GA
1854
Glenhill Advisors
New York
$239K -$5.01M -133,649 -95%
GA
1855
Geller Advisors
New York
$239K -$110K -2,951 -32%
CG
1856
Corundum Group
Colorado
$238K -$3.25K -87 -1%
FUBT
1857
First United Bank & Trust
Maryland
$238K -$1.87K -50 -0.8%
CFA
1858
Cahill Financial Advisors
Minnesota
$238K +$238K +6,360 New
BCI
1859
Brinker Capital Investments
Pennsylvania
$236K +$221K +5,919 +1,480%
FNBOMD
1860
First National Bank of Mount Dora
Florida
$233K – – –
CAS
1861
CTC Alternative Strategies
Illinois
$229K +$229K +6,129 New
WCM
1862
Wallace Capital Management
Texas
$228K – – –
MA
1863
Montag & Associates
Georgia
$228K +$228K +6,088 New
MCMT
1864
Moon Capital Management (Tennessee)
Tennessee
$225K +$225K +6,014 New
PGCM
1865
Prescott Group Capital Management
Oklahoma
$224K +$224K +6,000 New
CRC
1866
Curi RMB Capital
Illinois
$222K -$28.1K -750 -11%
HFS
1867
Haverford Financial Services
Pennsylvania
$222K +$222K +5,919 New
MPM
1868
Meritage Portfolio Management
Kansas
$221K -$13M -346,588 -98%
VAM
1869
Visionary Asset Management
Texas
$221K -$6.4K -171 -3%
HF
1870
Hoxton Financial
West Virginia
$221K +$54.9K +1,466 +33%
TCM
1871
TD Capital Management
Tennessee
$218K +$70.2K +1,874 +48%
ZAM
1872
Zevin Asset Management
Massachusetts
$218K +$218K +5,818 New
BBPWM
1873
Blue Bell Private Wealth Management
Pennsylvania
$218K +$218K +5,835 New
ERIM
1874
Eagle Ridge Investment Management
Connecticut
$217K +$217K +5,807 New
BA
1875
Broadview Advisors
Wisconsin
$213K +$213K +5,700 New
73 74
75
76 77