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Oracle
ORCL

Overview Fund Activity

1,754 hedge funds and large institutions have $114B invested in Oracle in 2017 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 693 increasing their positions, 625 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,754
Holders Change
+117
Holders Change %
+7.15%
% of All Funds
39.84%
Holding in Top 10
87
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-28.1%
% of All Funds
1.98%
New
233
Increased
693
Reduced
625
Closed
102
Calls
$838M
Puts
$1.09B
Net Calls
-$254M
Net Calls Change
-$358M

Top Buyers

1
BlackRock
BlackRock
New York
+$599M
2
ClearBridge Investments
ClearBridge Investments
New York
+$446M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$438M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$309M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$255M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$3.26B
2
RL
Ruffer LLP
United Kingdom
-$227M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$225M
4
Franklin Resources
Franklin Resources
California
-$176M
5
Millennium Management
Millennium Management
New York
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
1126
HighPoint Advisor Group
Illinois
$833K -$663K -13,669 -44%
CL
1127
CPWM LLC
Washington
$833K +$47.3K +1,001 +6%
CAW
1128
Cornerstone Advisors (Washington)
Washington
$827K -$1.18K -25 -0.1%
TTWM
1129
TCV Trust & Wealth Management
Virginia
$822K -$318K -6,730 -28%
NIM
1130
NuWave Investment Management
New Jersey
$820K +$820K +17,359 New
CC
1131
Cannell & Co
New York
$819K +$349K +7,375 +74%
TBNY
1132
Trustco Bank (New York)
New York
$818K -$14.2K -300 -2%
TCM
1133
Teza Capital Management
Illinois
$817K +$817K +17,290 New
IA
1134
IndexIQ Advisors
New York
$815K +$815K +17,242 New
SJIM
1135
St. Johns Investment Management
Florida
$813K -$88.1K -1,864 -10%
CFA
1136
Carroll Financial Associates
North Carolina
$812K -$7.98K -169 -1%
FHA
1137
First Horizon Advisors
Tennessee
$811K +$39.3K +832 +5%
BWM
1138
BerganKDV Wealth Management
Minnesota
$808K -$162K -3,433 -17%
VWM
1139
Venturi Wealth Management
Texas
$804K -$327K -6,909 -29%
RWP
1140
RWA Wealth Partners
Massachusetts
$804K +$14.1K +297 +2%
SC
1141
Slow Capital
California
$802K +$802K +16,977 New
AI
1142
Accredited Investors
Minnesota
$801K -$170K -3,602 -18%
PGWM
1143
Parisi Gray Wealth Management
New Jersey
$801K +$801K +17,174 New
SIAP
1144
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$799K +$9.45K +200 +1%
RWM
1145
Ritholtz Wealth Management
New York
$795K +$363K +7,669 +84%
WC
1146
Whitney & Co
New York
$794K +$20.3K +429 +3%
Koshinski Asset Management
1147
Koshinski Asset Management
Illinois
$791K +$395K +8,341 +100%
BAM
1148
Brave Asset Management
New Jersey
$784K -$86.4K -1,826 -10%
PWW
1149
Pettyjohn Wood & White
Virginia
$780K -$26K -549 -3%
RWM
1150
RKL Wealth Management
Pennsylvania
$779K -$162K -3,437 -17%
44 45
46
47 48