Understanding 13F Filings and Hedge Fund Strategies
Exploring the most recent 13F filings for the 09/30/2024 period, we found that Microsoft Corporation (Symbol: MSFT) was held by 13 out of the 20 funds reviewed. When multiple hedge funds share a common investment choice, it’s worth investigating further.
It’s essential to note that 13F filings reveal long positions, not short positions. This means that funds are only required to disclose their bullish positions, not their bearish bets such as short-selling. Therefore, analyzing 13F filings provides only a partial view of a fund’s overall investment strategy.
Examining Changes in Microsoft Holdings by Hedge Funds
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Marotta Asset Management | Existing | –265 | –$250 |
| Aggregate Change: | +9,514 | –$59,002 | |
Among these funds, 4 increased their MSFT positions, while 8 reduced their holdings in the latest reporting period compared to the previous one.
Examining the total share count of MSFT across all funds at the 09/30/2024 reporting period, we observed an aggregate increase of 77,066 shares compared to the prior period. This reflects a 0.92% rise in holdings, showing continued interest from hedge funds in Microsoft. The top three funds holding MSFT on 09/30/2024 were then listed.
Continued Analysis of 13F Filings for Stock Insights
Monitoring the trends in hedge funds’ 13F filings over different reporting periods can provide valuable insights into market sentiment and investment strategies. While individual filings may not paint a complete picture, examining groups of funds can uncover significant trends and opportunities for further research. Microsoft Corporation (Symbol: MSFT) remains a stock of interest in the investment landscape.
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The author’s views are independent and do not represent those of Nasdaq, Inc.
