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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 %
SCCM
551
Schafer Cullen Capital Management
New York
$7.1M -$28.3K -739 -0.4%
EWM
552
Evercore Wealth Management
New York
$7.03M -$448K -11,690 -6%
JEW
553
Jamison Eaton & Wood
New Jersey
$6.94M -$53.9K -1,410 -0.8%
CIP
554
Chartwell Investment Partners
Pennsylvania
$6.88M – – –
NCCM
555
Nine Chapters Capital Management
New Jersey
$6.83M +$6.83M +178,500 New
HMC
556
Harvard Management Company
Massachusetts
$6.79M -$6.7M -175,004 -50%
AMAL
557
Asset Management Advisors LLC
Oklahoma
$6.78M +$6.78M +177,225 New
NB
558
NBT Bank
New York
$6.74M -$338K -8,823 -5%
GIM
559
Goelzer Investment Management
Indiana
$6.71M +$43.6K +1,140 +0.7%
OA
560
Oak Associates
Ohio
$6.71M +$6.71M +175,275 New
GC
561
Grimes & Company
Massachusetts
$6.66M +$210K +5,494 +3%
LIC
562
Lodestar Investment Counsel
Illinois
$6.63M +$49.7K +1,300 +0.8%
V
563
Veritable
Delaware
$6.56M -$1.68M -43,813 -20%
LMGAM
564
Liberty Mutual Group Asset Management
Massachusetts
$6.54M -$1.7M -44,370 -21%
BSPF
565
British Steel Pension Fund
United Kingdom
$6.51M -$2.49M -64,977 -28%
SBCM
566
Schwerin Boyle Capital Management
Massachusetts
$6.43M – – –
GMIM
567
General Motors Investment Management
New York
$6.43M -$290K -7,574 -4%
BC
568
Bartlett & Co
Ohio
$6.33M -$16.3K -427 -0.3%
1SB
569
1ST Source Bank
Indiana
$6.29M -$174K -4,557 -3%
FBA
570
Front Barnett Associates
Illinois
$6.28M -$143K -3,745 -2%
BPB
571
Badgley, Phelps & Bell
Washington
$6.25M -$87.1K -2,277 -1%
AHC
572
Adell Harriman & Carpenter
Texas
$6.23M -$68.3K -1,784 -1%
NCM
573
Nelson Capital Management
California
$6.18M -$141K -3,679 -2%
SIPS
574
Shelter Insurance Profit Sharing
Missouri
$6.16M – – –
RBA
575
Richard Bernstein Advisors
New York
$6.16M +$1.6M +41,894 +35%
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