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Oracle
ORCL

Overview Fund Activity

1,626 hedge funds and large institutions have $123B invested in Oracle in 2017 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 588 increasing their positions, 701 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,626
Holders Change
+57
Holders Change %
+3.63%
% of All Funds
40.6%
Holding in Top 10
137
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.25%
% of All Funds
3.42%
New
132
Increased
588
Reduced
701
Closed
61
Calls
$1.41B
Puts
$832M
Net Calls
+$576M
Net Calls Change
+$23.9M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$372M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$330M
3
BlackRock
BlackRock
New York
+$268M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$264M
5
Goldman Sachs
Goldman Sachs
New York
+$165M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$510M
2
WBC
Westpac Banking Corp
Australia
-$459M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$361M
4
EIP
Epoch Investment Partners
New York
-$327M
5
State Street
State Street
Massachusetts
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
1051
AT Bancorp
Iowa
$1.01M -$27.7K -552 -3%
B
1052
Bailard
California
$1.01M +$10K +200 +1%
FMWA
1053
Forvis Mazars Wealth Advisors
Missouri
$999K +$73.8K +1,472 +8%
CWM
1054
Calamos Wealth Management
Illinois
$997K +$3.66K +73 +0.4%
AIA
1055
AIMZ Investment Advisors
California
$994K – – –
CHAM
1056
Clear Harbor Asset Management
Connecticut
$994K +$627K +12,436 +171%
IAA
1057
Independent Advisor Alliance
North Carolina
$993K -$59.6K -1,201 -6%
NAMA
1058
Nikko Asset Management Americas
New York
$973K – – –
I2I
1059
Insight 2811 Inc
Illinois
$969K -$76K -1,515 -7%
EMG
1060
Ellington Management Group
Connecticut
$963K +$115K +2,300 +14%
BOS
1061
Bingham Osborn & Scarborough
California
$961K -$11.2K -224 -1%
SJIM
1062
St. Johns Investment Management
Florida
$960K +$3.31K +66 +0.3%
WWM
1063
Willingdon Wealth Management
North Carolina
$959K +$27.1K +540 +3%
IFWM
1064
Institute for Wealth Management
Colorado
$957K +$957K +19,019 New
ST
1065
Sentinel Trust
Texas
$955K +$3.01K +60 +0.3%
BWL
1066
Bogart Wealth LLC
Virginia
$949K – – –
DG
1067
Davidson & Garrard
Virginia
$943K -$30.1K -600 -3%
MCM
1068
Murphy Capital Management
New Jersey
$938K -$6.81K -136 -0.7%
CAM
1069
Cubic Asset Management
Massachusetts
$914K – – –
AL
1070
Aspiriant LLC
California
$911K +$632K +12,601 +226%
BFM
1071
Boothbay Fund Management
New York
$910K -$497K -9,907 -35%
PWW
1072
Pettyjohn Wood & White
Virginia
$907K -$71.5K -1,425 -7%
IP
1073
Investment Partners
Ohio
$907K -$30.8K -615 -3%
HSA
1074
HBK Sorce Advisory
Pennsylvania
$907K -$6.11K -122 -0.7%
IDBONY
1075
Israel Discount Bank of New York
New York
$904K +$4.51K +90 +0.5%
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