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Oracle
ORCL

Overview Fund Activity

1,483 hedge funds and large institutions have $98.7B invested in Oracle in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 544 increasing their positions, 673 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,483
Holders Change
-34
Holders Change %
-2.24%
% of All Funds
39.63%
Holding in Top 10
91
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.9%
% of All Funds
2.43%
New
64
Increased
544
Reduced
673
Closed
82
Calls
$872M
Puts
$981M
Net Calls
-$108M
Net Calls Change
-$19.5M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$222M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$74M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$391M
3
EVM
Eaton Vance Management
Massachusetts
-$253M
4
Ameriprise
Ameriprise
Minnesota
-$211M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
1101
Westbourne Investment Advisors
Maryland
$516K – – –
MFW
1102
Mosaic Family Wealth
Missouri
$516K +$353K +8,627 +217%
SIA
1103
Starfire Investment Advisers
Michigan
$515K – – –
CFMC
1104
Curbstone Financial Management Corp
New Hampshire
$515K +$18.4K +450 +4%
SIG
1105
Schooner Investment Group
Pennsylvania
$511K -$204K -5,000 -29%
KFC
1106
Klingenstein Fields & Co
New York
$510K -$300K -7,330 -37%
SA
1107
Strategic Advisors
New York
$510K +$10.7K +261 +2%
NCM
1108
Northroad Capital Management
New York
$508K -$27.9K -682 -5%
LCM
1109
Lucas Capital Management
New Jersey
$507K -$45K -1,099 -8%
SAM
1110
SignalPoint Asset Management
Missouri
$507K -$24.3K -595 -5%
NDSI
1111
Newman Dignan & Sheerar Inc
Rhode Island
$505K -$283K -6,920 -36%
OAM
1112
Occidental Asset Management
California
$504K +$29.3K +717 +6%
ICOA
1113
Investment Centers of America
North Dakota
$499K -$39.8K -979 -7%
CRC
1114
Curi RMB Capital
Illinois
$498K +$8.26K +202 +2%
PCMM
1115
Private Capital Management (Minnesota)
Minnesota
$497K – – –
SWM
1116
SVA Wealth Management
Wisconsin
$495K -$18.7K -458 -4%
NBG
1117
Nancy B. Gardiner
$494K -$4.1K -100 -0.8%
BA
1118
Bristlecone Advisors
Washington
$491K -$1.3M -31,810 -73%
WFG
1119
Wills Financial Group
Virginia
$486K +$123 +3 +0%
SIM
1120
SSI Investment Management
California
$486K +$12.7K +310 +3%
ACM
1121
Argentus Capital Management
Texas
$484K -$70.5K -1,722 -13%
ATC
1122
Adirondack Trust Company
New York
$484K -$31.6K -773 -6%
GLI
1123
Guardian Life Insurance
New York
$484K -$1.07K -26 -0.2%
CA
1124
Cambridge Advisors
Nebraska
$482K -$41K -1,000 -8%
CCMG
1125
Clark Capital Management Group
Pennsylvania
$482K – – –
43 44
45
46 47