Microsoft Corporation (MSFT): Is There a Buy Signal?

Microsoft Corporation (NASDAQ:MSFT) is constantly thriving to win the market share for its Windows-based devices following an industry-wide downtrend in PC sales beating the earnings for many technology giants. AllThingsD recently reported that Microsoft Corporation might lure customers with $199 tablets that may go on sale at the company’s retail and online stores. The variant will be Dell Inc. (NASDAQ:DELL)’s Venue 8 Pro that comes with a full version of Windows 8.1, bundled with Office Home and Student. While this offer could benefit many customers, investors could be benefitted by taking a glimpse of recent hedge funds and insider activity in the stock of Microsoft Corporation (NASDAQ:MSFT).

Microsoft Corporation (NASDAQ:MSFT)

Hedge fund activity in Microsoft Corporation (NASDAQ:MSFT)

In preparation for the fourth quarter, 104 of the hedge funds, tracked by the experts at Insider Monkey, held long positions in this stock, a 9-percent increase from the previous quarter.

When looking at the hedgies tracked by experts, Jeffrey Ubben of ValueAct Capital had the most valuable position in Microsoft Corporation (NASDAQ:MSFT), worth close to $2.22 billion, comprising 20.1 percent of its total investment portfolio. Following on the list is Donald Yacktman of Yacktman Asset Management, with a $1.19-billion investment, comprising 5.3 percent of its total portfolio. Other peers that are bullish include Boykin Curry of Eagle Capital Management, Jonathon Jacobson of Highfields Capital Management and Jean-Marie Eveillard of First Eagle Investment Management.

With a general bullishness among the heavyweights, some big names were leading the bulls’ herd. Soros Fund Management, managed by George Soros, created the biggest position in Microsoft Corporation (NASDAQ:MSFT) with investment worth $419.1 million at the end of the quarter. Keith Meister of Corvex Capital also made a $208.7-million investment in the stock during the quarter. The other hedgies with fresh MSFT positions are Howard Guberman of Gruss Asset Management, Glenn Greenberg of Brave Warrior Capital, and Michael Lowenstein of Kensico Capital.

How have insiders been trading Microsoft Corporation (NASDAQ:MSFT)?

Over the latest 180-day time frame, Microsoft Corporation (NASDAQ:MSFT) has experienced zero unique insider purchases and seven insider sales (see the details of insider trades here).

Let’s also take a look at hedge-fund and insider activity in other stocks similar to Microsoft Corporation (NASDAQ:MSFT). These stocks are Intuit Inc. (NASDAQ:INTU), Adobe Systems Incorporated (NASDAQ:ADBE), salesforce.com, inc. (NYSE:CRM), SAP AG (ADR) (NYSE:SAP), and Oracle Corporation (NASDAQ:ORCL). All these stocks are the members of the application software industry and their market caps are similar to MSFT’s market cap.

Company Name # of Hedge Funds # of Insiders Buying # of Insiders Selling
Intuit Inc. (NASDAQ:INTU) 29 0 7
Adobe Systems Incorporated (NASDAQ:ADBE) 39 0 12
salesforce.com, inc. (NYSE:CRM) 50 0 12
SAP AG (ADR) (NYSE:SAP) 12 0 0
Oracle Corporation (NASDAQ:ORCL) 66 0 6

None of the peers are even close to Microsoft Corporation (NASDAQ:MSFT) as far hedge-funds positions are concerned. Insider selling seems to be noticeable among all the peers except for SAP AG (ADR) (NYSE:SAP).


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