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Oracle
ORCL

Overview Fund Activity

1,559 hedge funds and large institutions have $112B invested in Oracle in 2015 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 616 increasing their positions, 653 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
-20
Holders Change %
-1.27%
% of All Funds
41.58%
Holding in Top 10
134
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-20.24%
% of All Funds
3.57%
New
85
Increased
616
Reduced
653
Closed
87
Calls
$770M
Puts
$622M
Net Calls
+$148M
Net Calls Change
+$82.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$447M
2
IFP
Independent Franchise Partners
United Kingdom
+$331M
3
JHIU
Janus Henderson Investors US
Colorado
+$225M
4
Bank of America
Bank of America
North Carolina
+$221M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$199M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$510M
2
State Street
State Street
Massachusetts
-$485M
3
MAM
Magellan Asset Management
Australia
-$411M
4
SA
SQ Advisors
Florida
-$208M
5
RL
Ruffer LLP
United Kingdom
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1151
Savant Capital
Illinois
$681K +$23.3K +540 +4%
Lord, Abbett & Co
1152
Lord, Abbett & Co
New Jersey
$680K +$35.7K +827 +6%
RGC
1153
Roberts, Glore & Co
Illinois
$676K -$4.32K -100 -0.6%
RSVP
1154
Ramsay Stattman Vela & Price
Colorado
$674K – – –
HK
1155
Horizon Kinetics
New York
$669K -$32.6K -756 -5%
NG
1156
Northstar Group
New York
$669K – – –
HSA
1157
HBK Sorce Advisory
Pennsylvania
$668K +$31.7K +734 +5%
TCOO
1158
Trust Company of Oklahoma
Oklahoma
$660K -$8.63K -200 -1%
UR
1159
USCA RIA
Texas
$657K +$4.83K +112 +0.7%
AIM
1160
Acropolis Investment Management
Missouri
$654K -$24.8K -575 -4%
RBCM
1161
Raub Brock Capital Management
California
$654K – – –
SSI
1162
Scott & Selber Inc
Texas
$653K -$101K -2,330 -13%
BTNA
1163
Bremer Trust National Association
Minnesota
$653K +$61.3K +1,422 +10%
BSW
1164
Buckingham Strategic Wealth
Missouri
$638K -$55.6K -1,288 -8%
RMDI
1165
R.M. Davis Inc
Maine
$638K -$13.4K -310 -2%
IH
1166
IFC Holdings
Florida
$629K -$68.8K -1,610 -10%
BP
1167
Ballentine Partners
Massachusetts
$629K +$55.3K +1,281 +10%
PCA
1168
Private Capital Advisors
Connecticut
$628K – – –
CK
1169
Cohen Klingenstein
New York
$626K – – –
BB
1170
Bell Bank
North Dakota
$619K -$15.5K -360 -2%
PRHC
1171
P.R. Herzig & Co
New York
$617K -$272K -6,300 -31%
B
1172
Bailard
California
$617K +$46K +1,067 +8%
CPS
1173
Counsel Portfolio Services
Ontario, Canada
$617K +$263K +6,100 +74%
SAM
1174
SignalPoint Asset Management
Missouri
$616K -$11.1K -257 -2%
BCM
1175
Buckhead Capital Management
Georgia
$614K +$24.4K +565 +4%
45 46
47
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