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Oracle
ORCL

Overview Fund Activity

1,699 hedge funds and large institutions have $99.2B invested in Oracle in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 631 increasing their positions, 752 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,699
Holders Change
-48
Holders Change %
-2.75%
% of All Funds
38.95%
Holding in Top 10
73
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.78%
% of All Funds
1.67%
New
82
Increased
631
Reduced
752
Closed
110
Calls
$789M
Puts
$1.16B
Net Calls
-$373M
Net Calls Change
-$76.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$370M
2
CSIA
Charles Schwab Investment Advisory
California
+$219M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$134M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$105M
5
AAMU
Amundi Asset Management US
Massachusetts
+$83.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$432M
3
TCIM
TIAA CREF Investment Management
New York
-$368M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$364M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1026
Cobiz Wealth
Colorado
$915K -$5.86M -133,073 -86%
ECM
1027
Elgethun Capital Management
South Dakota
$911K +$341K +7,683 +60%
CFB
1028
Cullen/Frost Bankers
Texas
$910K -$89.7K -2,037 -9%
BA
1029
Bennicas & Associates
California
$903K -$39.6K -900 -4%
APA
1030
American Portfolios Advisors
New York
$899K -$35.7K -810 -4%
FTC
1031
Farmers Trust Company
Ohio
$898K -$21.4K -485 -2%
BFO
1032
Biltmore Family Office
North Carolina
$895K -$42K -952 -4%
CCM
1033
Cullen Capital Management
New York
$890K – – –
KSCM
1034
Kamunting Street Capital Management
Florida
$881K – – –
SAMH
1035
Shanda Asset Management Holdings
British Virgin Islands
$881K +$881K +20,000 New
BBWA
1036
Bell & Brown Wealth Advisors
California
$879K -$529 -12 -0.1%
AB
1037
AT Bancorp
Iowa
$878K -$9.44K -214 -1%
AIA
1038
AIMZ Investment Advisors
California
$874K – – –
SLG
1039
Stanley-Laman Group
Pennsylvania
$868K +$85.7K +1,945 +11%
IFWM
1040
Institute for Wealth Management
Colorado
$865K -$961 -22 -0.1%
CIA
1041
Choate Investment Advisors
Massachusetts
$865K +$125K +2,834 +17%
SCC
1042
Spring Creek Capital
Kansas
$864K +$864K +19,601 New
HAG
1043
HighPoint Advisor Group
Illinois
$863K -$10.1K -210 -1%
PPSG
1044
Princeton Portfolio Strategies Group
New Jersey
$860K +$83.2K +1,890 +11%
ACM
1045
Azimuth Capital Management
Michigan
$858K -$50.5K -1,146 -6%
RWP
1046
RWA Wealth Partners
Massachusetts
$855K +$177K +4,019 +26%
NB
1047
Nicolet Bankshares
Wisconsin
$848K -$14.2K -322 -2%
BOS
1048
Bingham Osborn & Scarborough
California
$847K -$202K -4,581 -19%
LWM
1049
Lenox Wealth Management
Ohio
$844K +$819K +18,609 +3,341%
AIC
1050
Ayalon Insurance Company
Israel
$842K – – –
40 41
42
43 44