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Oracle
ORCL

Overview Fund Activity

1,483 hedge funds and large institutions have $98.7B invested in Oracle in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 544 increasing their positions, 673 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,483
Holders Change
-34
Holders Change %
-2.24%
% of All Funds
39.63%
Holding in Top 10
91
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.9%
% of All Funds
2.43%
New
64
Increased
544
Reduced
673
Closed
82
Calls
$872M
Puts
$981M
Net Calls
-$108M
Net Calls Change
-$19.5M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$222M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$74M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$391M
3
EVM
Eaton Vance Management
Massachusetts
-$253M
4
Ameriprise
Ameriprise
Minnesota
-$211M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
701
Laird Norton Wetherby Wealth Management
California
$2.67M -$44.9K -1,097 -2%
ST
702
Sentinel Trust
Texas
$2.66M -$96.6K -2,360 -3%
Victory Capital Management
703
Victory Capital Management
Texas
$2.64M -$154K -3,762 -6%
TWM
704
Torch Wealth Management
Ohio
$2.64M -$10.1K -246 -0.4%
FNT
705
First National Trust
Pennsylvania
$2.6M -$482K -11,787 -16%
IA
706
IFP Advisors
Florida
$2.6M +$1.8M +44,016 +225%
CICI
707
Capital Investment Counsel Inc
North Carolina
$2.6M +$3.48K +85 +0.1%
EI
708
EDMP Inc
Florida
$2.6M -$9.01K -220 -0.3%
ITIM
709
Indiana Trust & Investment Management
Indiana
$2.6M -$409 -10 -0%
Bank of Nova Scotia
710
Bank of Nova Scotia
Ontario, Canada
$2.58M -$3.97M -96,870 -61%
RW
711
Rand Wealth
Maryland
$2.57M +$1.02M +25,000 +66%
LDB
712
Lee, Danner & Bass
Tennessee
$2.57M – – –
WC
713
Whitnell & Co
Illinois
$2.57M +$61.4K +1,501 +2%
GAM
714
Guinness Asset Management
United Kingdom
$2.56M – – –
AL
715
Aspiriant LLC
California
$2.56M +$2.56M +63,418 New
LOT
716
Lombard Odier Transatlantic
Quebec, Canada
$2.55M +$34.7K +850 +1%
WBG
717
Wharton Business Group
Pennsylvania
$2.54M +$40.4K +987 +2%
OI
718
Oakbrook Investments
Illinois
$2.54M -$205K -5,000 -7%
MJP
719
Michael J. Puzo
$2.54M – – –
GIA
720
GHP Investment Advisors
Colorado
$2.54M +$82.4K +2,013 +3%
CBU
721
CIBC Bank USA
Illinois
$2.52M -$168K -4,101 -6%
RWA
722
River Wealth Advisors
Pennsylvania
$2.52M +$32.3K +789 +1%
III
723
Independent Investors Inc
New York
$2.52M – – –
CA
724
Cetera Advisors
Colorado
$2.52M +$43.1K +1,053 +2%
TYCC
725
Texas Yale Capital Corp
Florida
$2.5M +$18.9K +462 +0.8%
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