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Oracle
ORCL

Overview Fund Activity

1,517 hedge funds and large institutions have $98.9B invested in Oracle in 2016 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 522 increasing their positions, 690 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,517
Holders Change
+29
Holders Change %
+1.95%
% of All Funds
40.49%
Holding in Top 10
101
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+26.25%
% of All Funds
2.7%
New
110
Increased
522
Reduced
690
Closed
66
Calls
$817M
Puts
$905M
Net Calls
-$88.6M
Net Calls Change
+$39.6M

Top Buyers

1
Invesco
Invesco
Georgia
+$434M
2
Goldman Sachs
Goldman Sachs
New York
+$332M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$135M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$118M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$115M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$278M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$237M
3
Bank of America
Bank of America
North Carolina
-$173M
4
Capital International Investors
Capital International Investors
California
-$150M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPM
1076
Bowling Portfolio Management
Ohio
$682K -$7.24K -177 -1%
SM
1077
Sciencast Management
New Jersey
$679K +$69.5K +1,700 +11%
WP
1078
WealthSource Partners
California
$678K +$678K +16,575 New
SIC
1079
Salem Investment Counselors
North Carolina
$677K -$28.6K -700 -4%
NAMA
1080
Nikko Asset Management Americas
New York
$676K -$143K -3,500 -18%
UAM
1081
UAS Asset Management
New York
$675K +$675K +16,500 New
SFSG
1082
Stearns Financial Services Group
North Carolina
$674K -$14.4K -353 -2%
RSVP
1083
Ramsay Stattman Vela & Price
Colorado
$665K – – –
LIC
1084
Lodestar Investment Counsel
Illinois
$662K -$5.69M -139,071 -90%
FTI
1085
Fiduciary Trust International
Massachusetts
$659K – – –
DWA
1086
Douglass Winthrop Advisors
New York
$653K -$319K -7,800 -33%
NG
1087
Northstar Group
New York
$653K -$8.18K -200 -1%
I2I
1088
Insight 2811 Inc
Illinois
$651K +$651K +15,922 New
HIIFS
1089
Harel Insurance Investments & Financial Services
Israel
$650K +$315K +7,693 +94%
BTNA
1090
Bremer Trust National Association
Minnesota
$637K -$20.7K -506 -3%
BDF
1091
Balasa Dinverno & Foltz
$635K -$659K -16,122 -51%
CCWA
1092
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$632K -$275K -6,713 -30%
HSA
1093
HBK Sorce Advisory
Pennsylvania
$630K +$3.03K +74 +0.5%
DA
1094
DSC Advisors
Illinois
$629K -$169K -4,128 -21%
WC
1095
Whitney & Co
New York
$623K -$6.14K -150 -1%
SSI
1096
Scott & Selber Inc
Texas
$619K – – –
BSA
1097
Braun Stacey Associates
New York
$619K +$35.4K +865 +6%
1832 Asset Management
1098
1832 Asset Management
Ontario, Canada
$615K -$432K -10,566 -41%
FAM
1099
Formidable Asset Management
Ohio
$613K +$465K +11,425 +316%
PIM
1100
Penobscot Investment Management
Massachusetts
$611K -$181K -4,420 -23%
42 43
44
45 46