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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 %
FA
1901
Friess Associates
Delaware
$112K 3,000 +3,000 New
IMS
1902
Index Management Solutions
Pennsylvania
$111K 2,956 -5,203 -64%
PIM
1903
Parasol Investment Management
Illinois
$109K 2,914 +2,914 New
GI
1904
Gradient Investments
Minnesota
$99K 2,633 +1,703 +183%
HCM
1905
Horrell Capital Management
Arkansas
$86K 2,310 – –
SFPIA
1906
Stevens First Principles Investment Advisors
California
$85K 2,264 – –
LFG
1907
LifePlan Financial Group
Ohio
$82K 2,201 +262 +14%
HCP
1908
Holt Capital Partners
Texas
$78K 2,075 +2,075 New
EMA
1909
Efficient Market Advisors
California
$75K 2,000 – –
GAAM
1910
Guinness Atkinson Asset Management
California
$75K 2,000 +450 +29%
CCM
1911
Credo Capital Management
Maryland
$73K 1,962 +925 +89%
IWC
1912
Integrated Wealth Counsel
California
$72K 1,934 +300 +18%
PFO
1913
Pathstone Family Office
New Jersey
$66K 1,774 – –
PWAG
1914
Polaris Wealth Advisory Group
California
$62K 1,656 -5,710 -78%
TIM
1915
Tortoise Investment Management
New York
$62K 1,650 -270 -14%
MAS
1916
Madden Advisory Services
Florida
$58K 1,546 +10 +0.7%
TDC
1917
Thompson Davis & Co
Virginia
$57K 1,517 +1,517 New
MS
1918
Madison Scottsdale
Arizona
$56K 1,500 -6,200 -81%
NCM
1919
Nelson Capital Management
California
$52K 1,400 – –
ST
1920
SpiderRock Trading
Illinois
– – – –
ACM
1921
Antonetti Capital Management
Florida
$47K 1,249 -700 -36%
MDCM
1922
Morgan Dempsey Capital Management
Wisconsin
$47K 1,246 -640 -34%
TFMS
1923
Trust & Fiduciary Management Services
Massachusetts
$46K 1,226 -64 -5%
SAM
1924
Solaris Asset Management
New York
$41K 1,088 – –
CL
1925
CFS LLC
Oklahoma
$40K 1,080 – –
75 76
77
78 79