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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 %
MIS
551
Morningstar Investment Services
Illinois
$6.3M +$1.34M +39,921 +27%
WB
552
Webster Bank
Connecticut
$6.27M -$4.19M -126,262 -40%
TTWM
553
TCV Trust & Wealth Management
Virginia
$6.25M +$92.3K +2,783 +1%
FBC
554
Fairfield, Bush & Co
Connecticut
$6.19M +$4.3M +129,703 +227%
SCCM
555
Schafer Cullen Capital Management
New York
$6.18M -$94.8K -2,859 -2%
RFA
556
Reilly Financial Advisors
California
$6.16M +$106K +3,141 +2%
NB
557
NBT Bank
New York
$6.13M +$86.2K +2,600 +1%
AssetMark Inc
558
AssetMark Inc
California
$6.12M +$6.12M +184,420 New
QIM
559
Quantitative Investment Management
Virginia
$6.08M +$6.08M +183,400 New
JEW
560
Jamison Eaton & Wood
New Jersey
$6.06M +$37.3K +1,125 +0.6%
Creative Planning
561
Creative Planning
Kansas
$6.06M -$16.5K -498 -0.3%
MBTD
562
Mechanics Bank - Trust Department
California
$6.05M +$832K +25,081 +16%
MI
563
Markston International
New York
$6.01M -$277K -8,365 -4%
CIP
564
Chartwell Investment Partners
Pennsylvania
$5.96M – – –
MWR
565
McAdams Wright Ragen
Washington
$5.89M +$299K +9,026 +5%
GMIM
566
General Motors Investment Management
New York
$5.82M -$1.1M -33,112 -16%
GIM
567
Goelzer Investment Management
Indiana
$5.78M -$6.15M -185,488 -52%
LIC
568
Lodestar Investment Counsel
Illinois
$5.71M +$417K +12,575 +8%
1SB
569
1ST Source Bank
Indiana
$5.6M -$96.5K -2,910 -2%
GC
570
Grimes & Company
Massachusetts
$5.59M +$320K +9,662 +6%
SBCM
571
Schwerin Boyle Capital Management
Massachusetts
$5.57M +$5.57M +168,000 New
FBA
572
Front Barnett Associates
Illinois
$5.57M -$6.44K -194 -0.1%
FFBTD
573
First Financial Bank - Trust Division
Ohio
$5.55M +$118K +3,550 +2%
GIP
574
Granite Investment Partners
California
$5.53M -$2.51M -75,729 -31%
BC
575
Bartlett & Co
Ohio
$5.5M +$375K +11,304 +7%
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