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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.

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
1
Fidelity Investments
Massachusetts
$8.82B
2
Capital World Investors
2
Capital World Investors
California
$10.7B
3
LPC
3
Lone Pine Capital
Connecticut
$953M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.59B
5
Goldman Sachs
5
Goldman Sachs
New York
$1.83B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$3.15B
2
Bank of America
2
Bank of America
North Carolina
$1.38B
3
HCM
3
Highfields Capital Management
Massachusetts
$610M
4
SFM
4
Soros Fund Management
New York
$95.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.52B
Name Market Value Shares Shares
Change 		Shares
Change %
NPPM
1876
North Point Portfolio Managers
Ohio
$212K 5,675 +5,675 New
CFG
1877
CKW Financial Group
Hawaii
$211K 5,653 +5,653 New
GAM
1878
Garrison Asset Management
Arkansas
$210K 5,603 +5,603 New
HIM
1879
Hillsdale Investment Management
Ontario, Canada
$206K 5,500 -2,500 -31%
BWG
1880
Beta Wealth Group
California
$206K 5,495 +5,495 New
KA
1881
KLCM Advisors
Wisconsin
$204K 5,461 -6,250 -53%
FAG
1882
Financial Advisory Group
Texas
$201K 5,370 +5,370 New
VIA
1883
Vantage Investment Advisors
Pennsylvania
$188K 5,013 +5,013 New
SP
1884
Steelhead Partners
Washington
$185K 4,950 -3,300 -40%
OAM
1885
Orinda Asset Management
California
$173K 4,629 +4,629 New
TFO
1886
Tarbox Family Office
California
$169K 4,506 +4,506 New
FA
1887
Financial Advantage
Maryland
$154K 4,126 -49 -1%
CCS
1888
Crosspoint Capital Strategies
California
$152K 3,968 +3,968 New
CM
1889
Castleark Management
Illinois
$150K 4,000 – –
USGIU
1890
U.S. Global Investors (USGI)
Texas
$150K 4,000 – –
UGIF
1891
US Global Investors Funds
Maine
$150K 4,000 +4,000 New
KPCM
1892
Kings Point Capital Management
New York
$146K 3,900 – –
CFN
1893
Cordasco Financial Network
Florida
$146K 3,900 +3,900 New
WCM
1894
Windsor Capital Management
Arizona
$144K 3,861 +299 +8%
FMP
1895
Financial Management Professionals
Texas
$134K 3,577 -400 -10%
TRCT
1896
Tower Research Capital (TRC)
New York
$128K 3,431 -142,372 -98%
Victory Capital Management
1897
Victory Capital Management
Texas
$122K 3,270 -629 -16%
LWA
1898
Lenox Wealth Advisors
New York
$121K 3,233 +940 +41%
AFIA
1899
America First Investment Advisors
Nebraska
$112K 2,984 -130 -4%
MAM
1900
Mark Asset Management
New York
$112K 3,000 +300 +11%
74 75
76
77 78