ORCL icon

Oracle
ORCL

Overview Fund Activity

1,476 hedge funds and large institutions have $111B invested in Oracle in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 539 increasing their positions, 676 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,476
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
42.66%
Holding in Top 10
167
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.15%
% of All Funds
4.83%
New
97
Increased
539
Reduced
676
Closed
70
Calls
$756M
Puts
$594M
Net Calls
+$163M
Net Calls Change
-$156M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$641M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$383M
3
Boston Partners
Boston Partners
Massachusetts
+$211M
4
American Century Companies
American Century Companies
Missouri
+$168M
5
EIP
Epoch Investment Partners
New York
+$167M

Top Sellers

1
State Street
State Street
Massachusetts
-$308M
2
Invesco
Invesco
Georgia
-$228M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$227M
4
JHIU
Janus Henderson Investors US
Colorado
-$225M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
426
Securian Asset Management
Minnesota
$12.7M -$152K -3,719 -1%
DMIC
427
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12.6M +$61K +1,490 +0.5%
OWP
428
Obermeyer Wealth Partners
Colorado
$12.6M -$182K -4,449 -1%
WC
429
Woodstock Corp
Massachusetts
$12.5M -$170K -4,150 -1%
CIA
430
CCM Investment Advisers
South Carolina
$12.4M +$6.05M +147,995 +95%
AIA
431
Avalon Investment & Advisory
Texas
$12.4M +$3.79M +92,687 +44%
CISOA
432
Capital Investment Services of America
Wisconsin
$12.4M -$72.6K -1,775 -0.6%
PTC
433
Petrus Trust Company
Texas
$12.4M -$2.9M -70,819 -19%
MFBTD
434
MB Financial Bank - Trust Department
Illinois
$12.3M +$1.81M +44,286 +17%
FMT
435
First Mercantile Trust
Tennessee
$12.3M +$261K +6,375 +2%
ACA
436
Anchor Capital Advisors
Massachusetts
$12.3M +$862K +21,063 +8%
KCM
437
Kames Capital Management
United Kingdom
$12.2M – – –
WAM
438
Winslow Asset Management
Ohio
$12M -$4.21K -103 -0%
MBTD
439
Mechanics Bank - Trust Department
California
$12M -$105K -2,568 -0.9%
B
440
Barings
North Carolina
$11.9M -$691K -16,900 -5%
CC
441
Chubb Corp
New Jersey
$11.9M – – –
LBC
442
Lowe Brockenbrough & Co
Virginia
$11.8M -$142K -3,476 -1%
KRS
443
Kentucky Retirement Systems
Kentucky
$11.7M -$109K -2,672 -0.9%
QIM
444
Quest Investment Management
Oregon
$11.7M -$1.73M -42,397 -13%
SMI
445
Shelter Mutual Insurance
Missouri
$11.7M – – –
FCBT
446
First Citizens Bank & Trust
North Carolina
$11.6M -$172K -4,211 -1%
PGFC
447
Peapack-Gladstone Financial Corp
New Jersey
$11.6M +$46K +1,125 +0.4%
BFO
448
Boston Family Office
Massachusetts
$11.5M -$284K -6,943 -2%
DADC
449
D.A. Davidson & Co
Montana
$11.4M -$2.17M -53,148 -16%
Toronto Dominion Bank
450
Toronto Dominion Bank
Ontario, Canada
$11.3M -$237K -5,631 -2%
16 17
18
19 20