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Oracle
ORCL

Overview Fund Activity

1,356 hedge funds and large institutions have $90.1B invested in Oracle in 2013 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 516 increasing their positions, 598 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-9
Holders Change %
-0.66%
% of All Funds
43.98%
Holding in Top 10
111
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+21.98%
% of All Funds
3.6%
New
88
Increased
516
Reduced
598
Closed
85
Calls
$878M
Puts
$639M
Net Calls
+$240M
Net Calls Change
+$95.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$762M
2
Harris Associates
Harris Associates
Illinois
+$495M
3
CS
Credit Suisse
Switzerland
+$377M
4
LSV Asset Management
LSV Asset Management
Illinois
+$316M
5
JHIU
Janus Henderson Investors US
Colorado
+$298M

Top Sellers

1
Invesco
Invesco
Georgia
-$1.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.26B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$283M
4
State Street
State Street
Massachusetts
-$261M
5
Lazard Asset Management
Lazard Asset Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
BII
1151
Baring International Investment
United Kingdom
$413K -$196K -5,902 -32%
AFG
1152
Albion Financial Group
Utah
$410K – – –
HHGA
1153
Halbert Hargrove Global Advisors
California
$408K -$18.1K -546 -4%
CFS
1154
Community Financial System
New York
$407K – – –
AF
1155
Allworth Financial
California
$407K +$12.3K +370 +3%
BP
1156
Ballentine Partners
Massachusetts
$401K +$111K +3,346 +38%
SA
1157
Strategic Advisors
New York
$399K -$12.2K -368 -3%
FHB
1158
First Hawaiian Bank
Hawaii
$395K +$39.4K +1,186 +11%
TFA
1159
Toth Financial Advisory
Virginia
$394K -$226K -6,797 -36%
CHAM
1160
Clear Harbor Asset Management
Connecticut
$392K +$113K +3,396 +40%
NAM
1161
Nichols Asset Management
Massachusetts
$391K – – –
IH
1162
IFC Holdings
Florida
$390K +$8.67K +256 +2%
CAG
1163
Crestwood Advisors Group
Massachusetts
$386K -$46.6K -1,405 -11%
BMC
1164
Benin Management Corp
Connecticut
$385K -$13.3K -400 -3%
BAM
1165
Berkshire Asset Management
Pennsylvania
$385K +$157K +4,744 +69%
MBT
1166
Montecito Bank & Trust
California
$383K -$23.9K -719 -6%
LJHT
1167
Laurie J. Hall Trustee
$383K – – –
DWA
1168
Douglass Winthrop Advisors
New York
$379K +$20.8K +626 +6%
KFS
1169
KMS Financial Services
Washington
$376K -$8.54K -257 -2%
AIM
1170
Aspen Investment Management
Michigan
$376K – – –
GIM
1171
Greylin Investment Management
Virginia
$372K – – –
MIM
1172
Miller Investment Management
Pennsylvania
$371K – – –
ST
1173
Sentinel Trust
Texas
$371K +$24.7K +743 +7%
CFA
1174
Carroll Financial Associates
North Carolina
$370K -$40.2K -1,212 -10%
CPO
1175
Cerity Partners OCIO
New York
$370K +$23.6K +710 +7%
45 46
47
48 49