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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 %
IC
1126
IKOS CIF
Cyprus
$547K +$547K +13,438 New
PCM
1127
Pointe Capital Management
Michigan
$542K +$54.9K +1,340 +11%
ICOA
1128
Investment Centers of America
North Dakota
$540K +$34.2K +839 +7%
VWM
1129
Venturi Wealth Management
Texas
$538K -$11K -268 -2%
NCM
1130
Northroad Capital Management
New York
$536K -$31.6K -773 -6%
LD
1131
Lipe & Dalton
New York
$536K – – –
EWM
1132
Edge Wealth Management
New York
$535K – – –
TP
1133
Truvvo Partners
New York
$532K -$1.1M -27,000 -68%
SAM
1134
SignalPoint Asset Management
Missouri
$531K +$245 +6 +0%
DLA
1135
Douglas Lane & Associates
New York
$531K +$531K +12,973 New
ICAS
1136
Investors Capital Advisory Services
Massachusetts
$526K +$33K +808 +7%
FANJ
1137
Financial Architects (New Jersey)
New Jersey
$522K -$61.4K -1,501 -11%
CA
1138
Cambridge Advisors
Nebraska
$522K – – –
CWM
1139
Cabot Wealth Management
Massachusetts
$520K +$41 +1 +0%
PCM
1140
Perritt Capital Management
Illinois
$518K +$12.5K +305 +2%
ATC
1141
Adirondack Trust Company
New York
$516K – – –
SIA
1142
Starfire Investment Advisers
Michigan
$515K – – –
WIA
1143
Westbourne Investment Advisors
Maryland
$515K -$20.4K -500 -4%
SWM
1144
SVA Wealth Management
Wisconsin
$514K -$37.8K -924 -7%
TCM
1145
Twin Capital Management
Pennsylvania
$513K – – –
CFA
1146
Carroll Financial Associates
North Carolina
$507K +$48.3K +1,184 +11%
HK
1147
Horizon Kinetics
New York
$506K -$37.8K -922 -7%
MA
1148
Montag & Associates
Georgia
$500K +$10.2K +250 +2%
SA
1149
Strategic Advisors
New York
$499K +$20.5K +502 +4%
ACI
1150
Advance Capital I
Michigan
$499K +$499K +12,200 New
44 45
46
47 48