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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 %
AB
1001
Atlas Brown
Kentucky
$932K -$31.4K -947 -3%
LS
1002
Livforsakringsbolaget Skandia
Sweden
$930K – – –
NAMA
1003
Nikko Asset Management Americas
New York
$922K – – –
PIM
1004
Penobscot Investment Management
Massachusetts
$919K -$50.1K -1,510 -5%
PTC
1005
Private Trust Company
Ohio
$918K +$10.4K +315 +1%
NPC
1006
National Planning Corporation
California
$914K +$244K +7,314 +36%
WT
1007
Washington Trust
Rhode Island
$911K -$48.7K -1,469 -5%
SC
1008
Scotia Capital
Ontario, Canada
$903K -$118K -3,555 -12%
AI
1009
Accredited Investors
Minnesota
$899K – – –
SIC
1010
Schwartz Investment Counsel
Michigan
$896K – – –
IIM
1011
Ipswich Investment Management
Massachusetts
$890K -$1.56M -47,077 -64%
WIC
1012
Woodmont Investment Counsel
Tennessee
$883K -$71.4K -2,151 -7%
PMG
1013
ProVise Management Group
Florida
$882K +$380K +11,454 +76%
G
1014
GlobalBridge
Minnesota
$875K +$182K +5,486 +26%
BCM
1015
Boltwood Capital Management
California
$872K -$87.9K -2,650 -9%
SNBOSCI
1016
Security National Bank of Sioux City Iowa
Iowa
$871K +$58.4K +1,760 +7%
NBC
1017
Neuberger Berman Canada
Ontario, Canada
$871K +$871K +26,250 New
FAAM
1018
First Allied Asset Management
California
$870K +$17.4K +524 +2%
DG
1019
Davidson & Garrard
Virginia
$864K -$16.7K -503 -2%
ACM
1020
Avalon Capital Management
California
$863K – – –
AL
1021
AJO LP
Pennsylvania
$862K -$690K -20,800 -44%
TBNY
1022
Trustco Bank (New York)
New York
$860K +$210K +6,350 +32%
DIA
1023
Dean Investment Associates
Ohio
$853K +$853K +25,715 New
GIM
1024
Grassi Investment Management
California
$850K -$3.32K -100 -0.4%
BO
1025
Bank OZK
Arkansas
$848K +$625K +18,851 +280%
39 40
41
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