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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
IIS
5
Ignis Investment Services
United Kingdom
$730M

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 %
CEMP
1926
Compass Efficient Model Portfolios
Tennessee
$40K 1,077 +1,008 +1,461%
TCM
1927
Tributary Capital Management
Nebraska
$36K 950 -325 -25%
EAMA
1928
EFG Asset Management (Americas)
Florida
$35.5K 949 +949 New
SHWM
1929
Smith & Howard Wealth Management
Georgia
$35K 931 – –
ECM
1930
Exchange Capital Management
Michigan
$30K 800 -78,989 -99%
AIM
1931
Acuity Investment Management
Ontario, Canada
$30K 800 – –
VCM
1932
Vigilant Capital Management
Maine
$30K 800 – –
PFG
1933
Piershale Financial Group
Illinois
$29K 765 -765 -50%
PO
1934
Private Ocean
California
$26K 698 +698 New
FPCG
1935
Fort Pitt Capital Group
Pennsylvania
$25.3K 675 +26 +4%
LOCC
1936
Lombard Odier & Cie (Canada)
Quebec, Canada
$24K 650 +650 New
WIC
1937
Willis Investment Counsel
Georgia
$23.8K 635,820 -13,950 -2%
IRS
1938
Invictus RG (Singapore)
Singapore
$20K 546 -1,354 -71%
AA
1939
AlphaMark Advisors
Kentucky
$17K 460 – –
UB
1940
UMB Bank
Missouri
$16.7K 445,560 +269,420 +153%
DIA
1941
Denver Investment Advisors
Colorado
$15.6K 416,509 -6,249 -1%
CP
1942
Corbenic Partners
Pennsylvania
$15K 400 -462 -54%
PFG
1943
Pacific Financial Group
Washington
$15K 400 – –
NHFG
1944
New Harbor Financial Group
Massachusetts
$13K 350 -500 -59%
MIM
1945
Macroview Investment Management
Maryland
$13K 338 +50 +17%
JAM
1946
Jolley Asset Management
North Carolina
$12K 325 – –
OSAM
1947
O'Shaughnessy Asset Management
Connecticut
$11K 307 -2,504 -89%
WCM
1948
Wealthcare Capital Management
Virginia
$6K 163 -49 -23%
GC
1949
Globeflex Capital
California
$6K 184 – –
MIM
1950
Marco Investment Management
Georgia
$5.56K 148,700 -3,500 -2%
76 77
78
79 80