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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 %
MFS
901
Monetta Financial Services
Illinois
$2.05M – – –
BWP
902
Baldwin Wealth Partners
Massachusetts
$2.03M -$12.6K -308 -0.6%
BG
903
Bollard Group
Massachusetts
$2.03M +$287K +7,006 +16%
SAG
904
Sterne Agee Group
Alabama
$2.01M +$397K +9,700 +25%
HS
905
Huntington Steele
Pennsylvania
$2M -$61.4K -1,500 -3%
BC
906
Brinker Capital
Pennsylvania
$1.99M +$47.2K +1,155 +2%
CNC
907
Citizens & Northern Corp
Pennsylvania
$1.98M +$4.05K +99 +0.2%
AAM
908
Advisors Asset Management
Colorado
$1.98M +$91.6K +2,239 +5%
CWM
909
Calamos Wealth Management
Illinois
$1.97M -$96.6K -2,361 -5%
JFGIW
910
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.96M -$22.6K -553 -1%
CIA
911
Capital Impact Advisors
Massachusetts
$1.95M – – –
ST
912
Sentinel Trust
Texas
$1.93M +$3.68K +90 +0.2%
CLOS
913
Compagnie Lombard Odier SCmA
Switzerland
$1.91M +$14.8K +361 +0.8%
GAAM
914
Guinness Atkinson Asset Management
California
$1.9M – – –
ATC
915
Argent Trust Company
Louisiana
$1.9M +$31.7K +775 +2%
RH
916
Rayner & Haynor
California
$1.89M -$4.09K -100 -0.2%
ST
917
Somerset Trust
Pennsylvania
$1.89M -$51.9K -1,270 -3%
FIM
918
Frontier Investment Management
Texas
$1.86M +$28.9K +710 +2%
MAA
919
Matrix Asset Advisors
New York
$1.86M -$4.71K -115 -0.3%
IPC
920
Independent Portfolio Consultants
Florida
$1.85M -$310K -7,585 -14%
MM
921
Midas Management
New York
$1.84M – – –
SCM
922
Stellar Capital Management
Arizona
$1.83M +$29.3K +715 +2%
SSB
923
Sandy Spring Bank
Maryland
$1.83M -$190K -4,652 -9%
ACP
924
Aviance Capital Partners
Florida
$1.83M -$722K -17,654 -28%
PAG
925
Private Advisor Group
New Jersey
$1.82M +$858K +20,964 +89%
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