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Microsoft Corporation (MSFT)’s Stock in Green Following Analyst Upgrade

Now, specific money managers were leading the bulls’ herd. Brookside Capital, managed by Bain Capital, assembled the biggest position in Microsoft Corporation (NASDAQ:MSFT). Brookside Capital had $84.1 million invested in the company at the end of the first quarter. Richard Gerson and Navroz D. Udwadia’s Falcon Edge Capital also made a $73 million investment in the stock during the quarter. The following funds were also among the new MSFT investors: Alex Sacerdote’s Whale Rock Capital Management, Alok Agrawal’s Bloom Tree Partners, and David Stemerman’s Conatus Capital Management.

Let’s check out hedge fund activity in other stocks – not necessarily in the same industry as Microsoft Corporation (NASDAQ:MSFT) but similarly valued. We will take a look at Berkshire Hathaway Inc. (NYSE:BRK-B), Exxon Mobil Corporation (NYSE:XOM), Facebook Inc (NASDAQ:FB), and Johnson & Johnson (NYSE:JNJ). All of these stocks’ market caps are closest to MSFT’s market cap.

Ticker No of HFs with positions Total Value of HF Positions (x1000) Change in HF Position
BRK-B 71 19576045 -4
XOM 60 2500727 -8
FB 164 14536316 18
JNJ 77 5251691 5

As you can see these stocks had an average of 93 hedge funds with bullish positions and the average amount invested in these stocks was $10466 million. That figure was $20831 million in MSFT’s case. Facebook Inc (NASDAQ:FB) is the most popular stock in this table. On the other hand Exxon Mobil Corporation (NYSE:XOM) is the least popular one with only 60 bullish hedge fund positions. Microsoft Corporation (NASDAQ:MSFT) is not the most popular stock in this group, but hedge fund interest is still above average. This is a slightly positive signal, but we’d rather spend our time researching stocks that hedge funds are piling on. In this regard FB might be a better candidate to consider a long position.

Disclosure: None

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