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Oracle
ORCL

Overview Fund Activity

1,356 hedge funds and large institutions have $90.1B invested in Oracle in 2013 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 516 increasing their positions, 598 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-9
Holders Change %
-0.66%
% of All Funds
43.98%
Holding in Top 10
111
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+21.98%
% of All Funds
3.6%
New
88
Increased
516
Reduced
598
Closed
85
Calls
$878M
Puts
$639M
Net Calls
+$240M
Net Calls Change
+$95.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$762M
2
Harris Associates
Harris Associates
Illinois
+$495M
3
CS
Credit Suisse
Switzerland
+$377M
4
LSV Asset Management
LSV Asset Management
Illinois
+$316M
5
JHIU
Janus Henderson Investors US
Colorado
+$298M

Top Sellers

1
Invesco
Invesco
Georgia
-$1.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.26B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$283M
4
State Street
State Street
Massachusetts
-$261M
5
Lazard Asset Management
Lazard Asset Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMIC
451
Dixon Mitchell Investment Counsel
British Columbia, Canada
$10M +$330K +9,954 +3%
Parallax Volatility Advisers
452
Parallax Volatility Advisers
California
$9.91M +$1.39M +41,775 +16%
KRS
453
Kentucky Retirement Systems
Kentucky
$9.82M +$9.82M +296,178 New
KCM
454
Kames Capital Management
United Kingdom
$9.82M -$50M -1,510,226 -84%
Macquarie Group
455
Macquarie Group
Australia
$9.77M -$701K -21,145 -7%
FMT
456
First Mercantile Trust
Tennessee
$9.65M +$355K +10,695 +4%
BFO
457
Boston Family Office
Massachusetts
$9.63M -$146K -4,408 -1%
CC
458
Chubb Corp
New Jersey
$9.62M – – –
NEI
459
Northwest & Ethical Investments
Ontario, Canada
$9.58M +$9.58M +288,700 New
OAM
460
Origin Asset Management
United Kingdom
$9.48M -$2.72M -82,000 -22%
SMI
461
Shelter Mutual Insurance
Missouri
$9.47M – – –
WF
462
Welch & Forbes
Massachusetts
$9.41M +$60.7K +1,829 +0.6%
BP
463
Banyan Partners
Florida
$9.26M +$905K +27,283 +11%
LIA
464
LS Investment Advisors
Michigan
$9.22M -$4.37M -131,823 -32%
FT
465
Fiduciary Trust
Massachusetts
$9.14M +$144K +4,346 +2%
Baillie Gifford & Co
466
Baillie Gifford & Co
United Kingdom
$9.13M +$9.13M +275,261 New
FFA
467
First Foundation Advisors
California
$9.13M +$8.56M +258,123 +1,510%
ORI
468
Oak Ridge Investments
Illinois
$9.11M -$116K -3,495 -1%
BCM
469
BTR Capital Management
California
$9.09M -$174K -5,255 -2%
CWA
470
Constellation Wealth Advisors
New York
$9.04M – – –
MC
471
Martin Currie
United Kingdom
$9.02M -$630K -19,000 -7%
PGFC
472
Peapack-Gladstone Financial Corp
New Jersey
$8.97M -$197K -5,944 -2%
CTA
473
Chesley Taft & Associates
Illinois
$8.97M -$7.64M -230,334 -46%
LCP
474
Lombardia Capital Partners
California
$8.81M -$198K -5,955 -2%
VWM
475
Valley Wealth Managers
New Jersey
$8.79M +$112K +3,377 +1%
17 18
19
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