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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 %
NPA
1101
Nichols & Pratt Advisers
Massachusetts
$610K -$121K -2,949 -17%
SC
1102
Savant Capital
Illinois
$604K +$12.2K +299 +2%
PCA
1103
Private Capital Advisors
Connecticut
$595K – – –
PBO
1104
Peoples Bank (Ohio)
Ohio
$590K -$26.6K -650 -4%
NIM
1105
Northeast Investment Management
Massachusetts
$587K -$167K -4,072 -22%
FMW
1106
Farr Miller & Washington
District of Columbia
$586K -$21.3K -520 -4%
HFM
1107
Hartford Financial Management
Connecticut
$586K – – –
BMC
1108
Benin Management Corp
Connecticut
$585K – – –
BFG
1109
Beacon Financial Group
Texas
$585K +$7.49K +183 +1%
GLRA
1110
Gerald L. Ray & Associates
Texas
$576K – – –
DIA
1111
Denver Investment Advisors
Colorado
$573K -$34.2K -837 -6%
WA
1112
Wealth Architects
California
$571K -$11.7K -287 -2%
AIM
1113
Acropolis Investment Management
Missouri
$568K +$63.6K +1,555 +13%
MCM
1114
Maryland Capital Management
Maryland
$567K -$76.7K -1,875 -12%
LWAC
1115
Laurel Wealth Advisors (California)
California
$564K -$24.5K -599 -4%
HPBT
1116
High Point Bank & Trust
North Carolina
$564K -$17.4K -425 -3%
SIG
1117
Stanford Investment Group
California
$561K -$61.3K -1,500 -10%
KLI
1118
Kelman-Lazarov Inc
Tennessee
$558K +$558K +13,566 New
IH
1119
IFC Holdings
Florida
$557K -$32.7K -795 -6%
RWA
1120
Ropes Wealth Advisors
Massachusetts
$556K +$90.7K +2,218 +19%
ACM
1121
Argentus Capital Management
Texas
$554K -$646K -15,790 -54%
DWT
1122
Dorsey & Whitney Trust
South Dakota
$552K +$9.52K +233 +2%
LCM
1123
Lucas Capital Management
New Jersey
$551K -$200K -4,900 -27%
WSTAM
1124
Wilbanks Smith & Thomas Asset Management
Virginia
$550K +$73.3K +1,792 +15%
HAG
1125
HighPoint Advisor Group
Illinois
$548K +$814 +20 +0.1%
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45
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