ORCL icon

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 %
WMSA
1026
Weiss Multi-Strategy Advisers
New York
$1.16M -$3.46M -84,550 -75%
AB
1027
Atlas Brown
Kentucky
$1.16M – – –
TNBTD
1028
Trustmark National Bank Trust Department
Mississippi
$1.15M -$717K -17,528 -38%
PP
1029
Patten & Patten
Tennessee
$1.15M -$13.2K -323 -1%
LCP
1030
Legacy Capital Partners
Wisconsin
$1.15M +$60K +1,465 +5%
GP
1031
Girard Partners
Pennsylvania
$1.15M +$19.9K +487 +2%
FNB
1032
First Niagara Bank
New York
$1.15M -$79.4K -1,942 -6%
DG
1033
Davidson & Garrard
Virginia
$1.13M +$66.1K +1,615 +6%
RIM
1034
Regent Investment Management
Kentucky
$1.13M – – –
FAAM
1035
First Allied Asset Management
California
$1.13M +$11.3K +277 +1%
NPC
1036
National Planning Corporation
California
$1.12M +$92.5K +2,250 +9%
PBT
1037
Pictet Bank & Trust
Bahamas
$1.12M – – –
BVDMP
1038
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.12M +$85.9K +2,100 +8%
FBB
1039
Fulton Breakefield Broenniman
Maryland
$1.11M -$24.3K -594 -2%
CIM
1040
CIM Investment Management
Pennsylvania
$1.11M -$1.16M -28,346 -51%
ACS
1041
Archford Capital Strategies
Illinois
$1.11M +$1.11M +27,111 New
GIS
1042
Guardian Investor Services
New York
$1.11M -$62K -1,516 -5%
BCM
1043
Boltwood Capital Management
California
$1.1M -$2.54K -62 -0.2%
LW
1044
Linscomb Wealth
Texas
$1.1M +$401K +9,811 +57%
AI
1045
Accredited Investors
Minnesota
$1.08M – – –
EGA
1046
E&G Advisors
Texas
$1.08M -$28.6K -700 -3%
MGIA
1047
Moneta Group Investment Advisors
Missouri
$1.08M -$62K -1,515 -5%
ACM
1048
Avalon Capital Management
California
$1.07M – – –
PIM
1049
Penobscot Investment Management
Massachusetts
$1.05M -$134K -3,280 -11%
NAM
1050
NTV Asset Management
West Virginia
$1.03M +$82 +2 +0%
40 41
42
43 44