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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 %
BFC
1126
Blue Fin Capital
Rhode Island
$482K – – –
AIS
1127
AlphaOne Investment Services
Pennsylvania
$482K +$209K +5,100 +76%
VWM
1128
Venturi Wealth Management
Texas
$475K -$63.1K -1,541 -12%
PI
1129
PineBridge Investments
New York
$475K +$361K +8,839 +318%
BW
1130
Bison Wealth
Georgia
$474K +$60.8K +1,492 +15%
LJAC
1131
L.J. Altfest & Co
New York
$471K -$1.32M -32,250 -74%
EFS
1132
Essex Financial Services
Connecticut
$468K +$8.51K +208 +2%
EDRH
1133
Edmond de Rothschild Holding
Switzerland
$467K -$16.4K -400 -3%
WI
1134
WrapManager Inc
California
$467K +$467K +11,419 New
NB
1135
Nicolet Bankshares
Wisconsin
$466K +$61.1K +1,492 +15%
GIM
1136
Grassi Investment Management
California
$465K -$20.5K -500 -4%
BIM
1137
Barton Investment Management
Pennsylvania
$465K – – –
CL
1138
Choreo LLC
Illinois
$462K +$53.3K +1,300 +13%
NCM
1139
Northside Capital Management
Oregon
$461K – – –
OIM
1140
Orca Investment Management
Oregon
$460K -$8.68K -212 -2%
AWM
1141
Altavista Wealth Management
North Carolina
$452K -$19.3K -472 -4%
Handelsbanken Fonder
1142
Handelsbanken Fonder
Sweden
$450K – – –
OC
1143
Oakworth Capital
Alabama
$450K +$72.4K +1,801 +19%
HK
1144
Horizon Kinetics
New York
$447K -$58.7K -1,434 -12%
MIC
1145
Meridian Investment Counsel
California
$447K – – –
WPW
1146
Waldron Private Wealth
Pennsylvania
$447K +$150K +3,668 +50%
RMA
1147
Roffman Miller Associates
Pennsylvania
$439K -$15.7K -384 -3%
DMC
1148
Drexel Morgan & Co
Pennsylvania
$439K – – –
BCM
1149
Bluefin Capital Management
New York
$437K +$437K +10,666 New
JSAM
1150
J. Safra Asset Management
New York
$436K -$2.71M -66,140 -86%
44 45
46
47 48