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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 %
IB
1001
Intrust Bank
Kansas
$1.32M -$243K -5,951 -16%
LRPA
1002
L. Roy Papp & Associates
Arizona
$1.29M -$123K -2,999 -9%
HCA
1003
Harbour Capital Advisors
Virginia
$1.28M +$235K +5,740 +22%
CS
1004
Credential Securities
$1.28M +$1.28M +31,173 New
PTC
1005
Private Trust Company
Ohio
$1.27M +$151K +3,703 +13%
CCA
1006
Checchi Capital Advisers
California
$1.27M +$732K +17,897 +137%
AWM
1007
Altavista Wealth Management
North Carolina
$1.27M -$138K -3,376 -10%
PMG
1008
ProVise Management Group
Florida
$1.26M +$18.4K +449 +1%
SOAMC
1009
Spirit of America Management Corp
New York
$1.26M +$1.26M +30,800 New
GJIC
1010
Gamble Jones Investment Counsel
California
$1.25M +$26.4K +646 +2%
OC
1011
Oarsman Capital
Wisconsin
$1.25M +$3.48K +85 +0.3%
SNBOSCI
1012
Security National Bank of Sioux City Iowa
Iowa
$1.24M +$2.41K +59 +0.2%
DCM
1013
Dialectic Capital Management
Connecticut
$1.23M +$1.23M +30,000 New
FCM
1014
Firsthand Capital Management
California
$1.23M – – –
G
1015
GlobalBridge
Minnesota
$1.22M +$8.42K +206 +0.7%
CWM
1016
Concert Wealth Management
California
$1.21M -$158K -3,987 -12%
FCFC
1017
First Commonwealth Financial Corp
Pennsylvania
$1.21M -$48.1K -1,177 -4%
SNBOSD
1018
Security National Bank of So Dak
Iowa
$1.21M -$33.7K -824 -3%
ST
1019
Smithfield Trust
Pennsylvania
$1.21M +$18K +439 +2%
BO
1020
Bank OZK
Arkansas
$1.2M +$87.6K +2,143 +8%
BA
1021
Bennicas & Associates
California
$1.2M – – –
PSI
1022
Pinnacle Summer Investments
Virginia
$1.18M -$3.27K -80 -0.3%
NFG
1023
Nadler Financial Group
Illinois
$1.17M -$29.4K -718 -2%
MSFP
1024
Mark Sheptoff Financial Planning
Connecticut
$1.17M +$1.17M +28,632 New
PWW
1025
Pettyjohn Wood & White
Virginia
$1.16M +$234K +5,709 +25%
39 40
41
42 43