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Oracle
ORCL

Overview Fund Activity

1,626 hedge funds and large institutions have $123B invested in Oracle in 2017 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 588 increasing their positions, 701 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,626
Holders Change
+57
Holders Change %
+3.63%
% of All Funds
40.6%
Holding in Top 10
137
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.25%
% of All Funds
3.42%
New
132
Increased
588
Reduced
701
Closed
61
Calls
$1.41B
Puts
$832M
Net Calls
+$576M
Net Calls Change
+$23.9M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$372M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$330M
3
BlackRock
BlackRock
New York
+$268M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$264M
5
Goldman Sachs
Goldman Sachs
New York
+$165M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$510M
2
WBC
Westpac Banking Corp
Australia
-$459M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$361M
4
EIP
Epoch Investment Partners
New York
-$327M
5
State Street
State Street
Massachusetts
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
1151
Lombard Odier Asset Management (Switzerland)
Switzerland
$646K – – –
CWM
1152
Cabot Wealth Management
Massachusetts
$646K +$100 +2 +0%
CA
1153
Continuum Advisory
Idaho
$642K +$104K +2,074 +19%
BOTW
1154
Bank of the West
California
$640K -$65.8K -1,312 -9%
WFMPM
1155
Woodley Farra Manion Portfolio Management
Indiana
$640K +$50.2K +1,000 +9%
NL
1156
NWAM LLC
Washington
$639K +$44.1K +879 +7%
NDSI
1157
Newman Dignan & Sheerar Inc
Rhode Island
$638K – – –
EP
1158
Edgestream Partners
New Jersey
$633K -$1.06M -21,198 -63%
HFM
1159
Hartford Financial Management
Connecticut
$630K – – –
BCM
1160
Brown Capital Management
Maryland
$627K -$210K -4,192 -25%
APP
1161
Avantax Planning Partners
Iowa
$627K +$48.3K +963 +8%
LD
1162
Lipe & Dalton
New York
$626K – – –
Lido Advisors
1163
Lido Advisors
California
$624K -$420K -8,379 -40%
BRWA
1164
B. Riley Wealth Advisors
Florida
$621K +$41.4K +824 +7%
SAM
1165
SignalPoint Asset Management
Missouri
$620K – – –
PCMC
1166
Paragon Capital Management (Colorado)
Colorado
$618K +$10.3K +206 +2%
WCM
1167
Weatherstone Capital Management
Colorado
$616K +$313K +6,241 +103%
NIM
1168
Northeast Investment Management
Massachusetts
$615K -$23.1K -461 -4%
FWM
1169
Frontier Wealth Management
Missouri
$615K -$15K -300 -2%
OAM
1170
Occidental Asset Management
California
$615K -$3.11K -62 -0.5%
GLRA
1171
Gerald L. Ray & Associates
Texas
$613K – – –
CCFCSB
1172
Cape Cod Five Cents Savings Bank
Massachusetts
$609K -$180K -3,580 -23%
OIM
1173
Orca Investment Management
Oregon
$609K – – –
IC
1174
Intersect Capital
California
$609K +$98.6K +1,965 +19%
BCM
1175
Brookstone Capital Management
Illinois
$604K -$50.5K -1,008 -8%
45 46
47
48 49