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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 %
AMAL
551
Asset Management Advisors LLC
Oklahoma
$7.45M +$196K +4,800 +3%
V
552
Veritable
Delaware
$7.44M +$425K +10,395 +6%
JEW
553
Jamison Eaton & Wood
New Jersey
$7.44M +$18.4K +450 +0.2%
OA
554
Oak Associates
Ohio
$7.38M +$205K +5,000 +3%
EWM
555
Evercore Wealth Management
New York
$7.32M -$192K -4,691 -3%
GC
556
Grimes & Company
Massachusetts
$7.23M +$110K +2,684 +2%
SIPS
557
Shelter Insurance Profit Sharing
Missouri
$7.18M +$593K +14,500 +9%
LMGAM
558
Liberty Mutual Group Asset Management
Massachusetts
$7.18M +$184K +4,505 +3%
LIC
559
Lodestar Investment Counsel
Illinois
$7.14M +$51.1K +1,250 +0.7%
HI
560
Hendershot Investments
Virginia
$7.13M +$619K +15,141 +10%
AIP
561
Ameritas Investment Partners
Nebraska
$7.09M +$508K +12,426 +8%
SAM
562
Symphony Asset Management
California
$7M +$3.12M +76,328 +81%
NB
563
NBT Bank
New York
$6.98M -$226K -5,522 -3%
HMC
564
Harbert Management Corporation
Alabama
$6.96M -$1.23M -30,000 -15%
FBA
565
Front Barnett Associates
Illinois
$6.92M +$206K +5,045 +3%
GIM
566
Goelzer Investment Management
Indiana
$6.92M -$260K -6,350 -4%
Creative Planning
567
Creative Planning
Kansas
$6.91M -$1.63M -39,937 -19%
AIM
568
Arcadia Investment Management
Michigan
$6.89M -$3.39M -82,895 -33%
SBCM
569
Schwerin Boyle Capital Management
Massachusetts
$6.87M – – –
NCM
570
Nelson Capital Management
California
$6.82M +$213K +5,214 +3%
BC
571
Bartlett & Co
Ohio
$6.82M +$51K +1,246 +0.8%
HR
572
Howe & Rusling
New York
$6.76M +$222K +5,420 +3%
FAM
573
Foundation Asset Management
New York
$6.76M -$2.27M -55,605 -25%
1SB
574
1ST Source Bank
Indiana
$6.75M +$32.4K +793 +0.5%
CIP
575
Chartwell Investment Partners
Pennsylvania
$6.71M -$646K -15,800 -9%
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