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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 %
BHBT
1176
Burke & Herbert Bank & Trust
Virginia
$365K -$3.31K -100 -0.9%
TBA
1177
Tower Bridge Advisors
Pennsylvania
$359K -$1.26M -38,065 -78%
SBWM
1178
Sunflower Bank Wealth Management
Arizona
$349K -$41.6K -1,255 -11%
BONST
1179
Bank of Nova Scotia Trust
Ontario, Canada
$343K +$343K +10,345 New
UR
1180
USCA RIA
Texas
$340K +$16.5K +497 +5%
BFG
1181
Beacon Financial Group
Texas
$339K +$339K +10,027 New
BIC
1182
Bridges Investment Counsel
Nebraska
$336K -$13.3K -400 -4%
RC
1183
Roundview Capital
New Jersey
$334K – – –
UM
1184
Ulysses Management
New York
$332K +$133K +4,000 +67%
ICAS
1185
Investors Capital Advisory Services
Massachusetts
$329K -$8.7K -263 -3%
FNBTCON
1186
First National Bank & Trust Co of Newtown
Pennsylvania
$328K – – –
RU
1187
RobecoSam USA
New York
$322K +$42.5K +1,282 +15%
CL
1188
CPWM LLC
Washington
$316K – – –
BIC
1189
Beach Investment Counsel
Pennsylvania
$315K -$340K -10,250 -52%
SAM
1190
SignalPoint Asset Management
Missouri
$311K +$311K +9,369 New
MFW
1191
Meristem Family Wealth
Minnesota
$306K +$6.5K +196 +2%
CFSG
1192
Community Financial Services Group
Vermont
$302K – – –
JWA
1193
JFS Wealth Advisors
Pennsylvania
$300K -$14.3K -432 -5%
WIM
1194
Weitz Investment Management
Nebraska
$299K – – –
RCM
1195
Reynolds Capital Management
Nevada
$299K +$29.9K +900 +11%
SCA
1196
Salient Capital Advisors
Texas
$299K +$60.6K +1,825 +25%
PHAM
1197
Palisades Hudson Asset Management
Florida
$296K – – –
SKK
1198
Shepherd Kaplan Krochuk
Massachusetts
$295K +$23.2K +700 +9%
ST
1199
Spinnaker Trust
Maine
$294K – – –
FNFDCM
1200
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$294K +$69.6K +2,100 +31%
46 47
48
49 50