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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 %
CWM
951
Concert Wealth Management
California
$1.18M -$16.9K -511 -1%
SNT
952
Security National Trust
West Virginia
$1.18M +$180K +5,424 +18%
WIL
953
Winifred I. Li
$1.18M -$34.1K -1,027 -3%
SHA
954
Smith Hayes Advisers
Nebraska
$1.17M -$7.73K -233 -0.7%
SFSIG
955
San Francisco Sentry Investment Group
California
$1.17M +$18.2K +550 +2%
PSC
956
Prentiss Smith & Co
Vermont
$1.16M -$58.4K -1,760 -5%
HCC
957
Hirtle Callaghan & Co
Pennsylvania
$1.16M +$1.16M +34,854 New
CWP
958
Capital Wealth Planning
Florida
$1.14M +$202K +6,081 +22%
ECM
959
Endex Capital Management
Kansas
$1.13M – – –
AWM
960
Altavista Wealth Management
North Carolina
$1.13M -$20.6K -622 -2%
LRPA
961
L. Roy Papp & Associates
Arizona
$1.13M -$13.3K -400 -1%
PGIM
962
Pacific Global Investment Management
California
$1.12M +$1.12M +33,823 New
PNC
963
Park National Corp
Ohio
$1.12M -$38.1K -1,150 -3%
CCG
964
Cypress Capital Group
Florida
$1.11M – – –
DWT
965
Dorsey & Whitney Trust
South Dakota
$1.11M +$229K +6,894 +26%
GIA
966
GHP Investment Advisors
Colorado
$1.11M +$265 +8 +0%
SPC
967
Stewart & Patten Company
California
$1.1M -$6.64K -200 -0.6%
BG
968
Bollard Group
Massachusetts
$1.1M +$332K +10,000 +43%
NDSI
969
Newman Dignan & Sheerar Inc
Rhode Island
$1.08M +$41.5K +1,250 +4%
BA
970
Bennicas & Associates
California
$1.08M -$6.63K -200 -0.6%
OMCS
971
Old Mutual Customised Solutions
South Africa
$1.08M – – –
MCM
972
Manchester Capital Management
Vermont
$1.08M -$5.31K -160 -0.5%
BDF
973
Balasa Dinverno & Foltz
$1.08M +$33.9K +1,021 +3%
ABC
974
Associated Banc-Corp
Wisconsin
$1.07M -$56.4K -1,700 -5%
IC
975
InterOcean Capital
Illinois
$1.06M +$98.8K +2,980 +10%
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