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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 %
PP
1101
Pegasus Partners
Wisconsin
$718K -$149K -3,375 -17%
CHAM
1102
Clear Harbor Asset Management
Connecticut
$710K -$224K -5,078 -24%
BWM
1103
BerganKDV Wealth Management
Minnesota
$709K +$197K +4,467 +38%
SC
1104
Slow Capital
California
$704K -$70.9K -1,609 -9%
CAW
1105
Cornerstone Advisors (Washington)
Washington
$703K -$119K -2,690 -14%
RSVP
1106
Ramsay Stattman Vela & Price
Colorado
$703K – – –
IP
1107
Investment Partners
Ohio
$700K -$112K -2,531 -14%
WI
1108
WrapManager Inc
California
$698K +$41K +929 +6%
BDF
1109
Balasa Dinverno & Foltz
$694K -$17.7K -401 -2%
PCM
1110
Penserra Capital Management
California
$693K +$138K +3,139 +25%
CL
1111
Choreo LLC
Illinois
$692K -$116K -2,620 -14%
BFM
1112
Boston Financial Management
Massachusetts
$691K -$1.19M -26,915 -63%
RC
1113
Roundview Capital
New Jersey
$691K -$1.02M -23,194 -60%
WC
1114
Whitney & Co
New York
$687K -$39.7K -900 -5%
GRP
1115
Global Retirement Partners
California
$687K +$49.5K +1,122 +8%
CA
1116
Continuum Advisory
Idaho
$687K +$87.3K +1,983 +15%
ST
1117
Spinnaker Trust
Maine
$680K -$127K -2,893 -16%
Arrowstreet Capital
1118
Arrowstreet Capital
Massachusetts
$674K -$947K -21,500 -58%
BWL
1119
Bogart Wealth LLC
Virginia
$673K -$154K -3,500 -19%
PV
1120
Private Vista
Illinois
$670K +$3.57K +81 +0.5%
BAM
1121
Bruderman Asset Management
New York
$647K -$391K -8,864 -38%
FL
1122
Fort LP
Maryland
$645K +$35.6K +808 +6%
WIA
1123
Wealthstreet Investment Advisors
Texas
$643K – – –
WPW
1124
Winthrop Partners - WNY
New York
$639K -$19.1K -433 -3%
STMM
1125
South Texas Money Management
Texas
$638K -$289K -6,562 -31%
43 44
45
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