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Oracle
ORCL

Overview Fund Activity

1,462 hedge funds and large institutions have $103B invested in Oracle in 2013 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 486 increasing their positions, 656 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+106
Holders Change %
+7.82%
% of All Funds
42.46%
Holding in Top 10
153
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+37.84%
% of All Funds
4.44%
New
180
Increased
486
Reduced
656
Closed
58
Calls
$1.19B
Puts
$876M
Net Calls
+$318M
Net Calls Change
+$78.5M

Top Buyers

1
IC
Institutional Capital
Illinois
+$582M
2
VAM
Veritas Asset Management
United Kingdom
+$234M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$207M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$180M
5
NIMC
NWQ Investment Management Company
California
+$149M

Top Sellers

1
Primecap Management
Primecap Management
California
-$333M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$322M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$311M
4
Capital World Investors
Capital World Investors
California
-$242M
5
EVM
Eaton Vance Management
Massachusetts
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCP
501
Lombardia Capital Partners
California
$8.84M -$1.33M -34,687 -13%
FM
502
Foster & Motley
Ohio
$8.81M +$777K +20,307 +10%
EWA
503
EP Wealth Advisors
California
$8.78M +$591K +15,451 +7%
MLIM
504
Mountain Lake Investment Management
Florida
$8.77M – – –
LI
505
LMCG Investments
Massachusetts
$8.76M +$260K +6,783 +3%
BUB
506
BBVA USA Bancshares
Texas
$8.76M +$111K +2,902 +1%
GIM
507
Greystone Investment Management
Ohio
$8.74M +$2.65M +69,360 +44%
MIS
508
Morningstar Investment Services
Illinois
$8.69M +$1.53M +40,069 +21%
JA
509
JLB & Associates
Michigan
$8.68M +$85.2K +2,226 +1%
VCM
510
Violich Capital Management
California
$8.66M +$139K +3,625 +2%
RCM
511
RNC Capital Management
California
$8.61M +$37.5K +981 +0.4%
PP
512
Paloma Partners
Connecticut
$8.56M -$3.24M -84,601 -27%
Northwestern Mutual Wealth Management
513
Northwestern Mutual Wealth Management
Wisconsin
$8.51M -$202K -5,273 -2%
EWM
514
Endurance Wealth Management
Rhode Island
$8.48M -$347K -9,075 -4%
FAM
515
Foundation Asset Management
New York
$8.45M -$13.3M -347,811 -61%
CIC
516
Cornercap Investment Counsel
Georgia
$8.4M +$268K +7,005 +3%
RS
517
Robeco Schweiz
Switzerland
$8.35M +$412K +10,837 +5%
CM
518
Capital Management
Virginia
$8.33M +$2.67M +69,713 +47%
CCM
519
Covington Capital Management
California
$8.27M -$153K -3,997 -2%
PAM
520
Private Asset Management
California
$8.24M +$187K +4,887 +2%
SBWIC
521
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.18M +$34.2K +895 +0.4%
ALA
522
Atherton Lane Advisers
California
$8.17M +$7.47M +195,272 +1,069%
SCM
523
Stonebridge Capital Management
California
$8.16M -$243K -6,350 -3%
MI
524
Markston International
New York
$8.14M +$1.2M +31,425 +17%
FGP
525
Foyston, Gordon, & Payne
Ontario, Canada
$8.12M -$10.4M -272,176 -56%
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