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Oracle
ORCL

Overview Fund Activity

1,496 hedge funds and large institutions have $101B invested in Oracle in 2014 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 551 increasing their positions, 672 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,496
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
43.44%
Holding in Top 10
108
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.28%
% of All Funds
3.14%
New
67
Increased
551
Reduced
672
Closed
70
Calls
$565M
Puts
$723M
Net Calls
-$158M
Net Calls Change
-$20.8M

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$601M
2
Boston Partners
Boston Partners
Massachusetts
+$219M
3
Harris Associates
Harris Associates
Illinois
+$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
5
VVP
Vulcan Value Partners
Alabama
+$162M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.28B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$778M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$364M
4
BWA
Brave Warrior Advisors
New York
-$320M
5
WRF
Waddell & Reed Financial
Kansas
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTNA
1151
Bremer Trust National Association
Minnesota
$580K +$192 +5 +0%
HSA
1152
HBK Sorce Advisory
Pennsylvania
$574K -$8.8K -230 -2%
BPCE
1153
Bank Pictet & Cie (Europe)
Germany
$570K -$53.6K -1,400 -9%
UR
1154
USCA RIA
Texas
$567K +$41.7K +1,089 +8%
BB
1155
Bell Bank
North Dakota
$564K -$30.5K -797 -5%
FMWA
1156
Forvis Mazars Wealth Advisors
Missouri
$563K -$89K -2,324 -14%
B
1157
BancorpSouth
Mississippi
$563K -$25.2K -658 -4%
ECM
1158
Estabrook Capital Management
New York
$559K – – –
PCA
1159
Private Capital Advisors
Connecticut
$557K – – –
CK
1160
Cohen Klingenstein
New York
$555K – – –
NFG
1161
Next Financial Group
Texas
$553K +$541K +14,138 +4,697%
BIM
1162
Barton Investment Management
Pennsylvania
$550K – – –
W
1163
Wealthfront
California
$549K -$85.4K -2,231 -13%
HHGA
1164
Halbert Hargrove Global Advisors
California
$549K +$76.3K +1,994 +16%
DMC
1165
Drexel Morgan & Co
Pennsylvania
$547K – – –
EWM
1166
Edge Wealth Management
New York
$546K +$51.6K +1,348 +10%
BFC
1167
Blue Fin Capital
Rhode Island
$542K +$24.3K +635 +5%
GLRA
1168
Gerald L. Ray & Associates
Texas
$539K – – –
MCM
1169
Maryland Capital Management
Maryland
$536K +$24.8K +648 +5%
QAM
1170
Quantres Asset Management
Cayman Islands
$532K -$723K -18,900 -58%
MWP
1171
MYCIO Wealth Partners
Pennsylvania
$531K +$153 +4 +0%
SC
1172
Savant Capital
Illinois
$529K -$13.7K -358 -3%
AP
1173
AHL Partners
United Kingdom
$527K +$527K +13,761 New
PFSC
1174
Peoples Financial Services Corp
Pennsylvania
$519K -$26.8K -700 -5%
BIM
1175
Baldwin Investment Management
Pennsylvania
$519K – – –
45 46
47
48 49