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Oracle
ORCL

Overview Fund Activity

1,462 hedge funds and large institutions have $103B invested in Oracle in 2013 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 486 increasing their positions, 656 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+106
Holders Change %
+7.82%
% of All Funds
42.46%
Holding in Top 10
153
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+37.84%
% of All Funds
4.44%
New
180
Increased
486
Reduced
656
Closed
58
Calls
$1.19B
Puts
$876M
Net Calls
+$318M
Net Calls Change
+$78.5M

Top Buyers

1
IC
Institutional Capital
Illinois
+$582M
2
VAM
Veritas Asset Management
United Kingdom
+$234M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$207M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$180M
5
NIMC
NWQ Investment Management Company
California
+$149M

Top Sellers

1
Primecap Management
Primecap Management
California
-$333M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$322M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$311M
4
Capital World Investors
Capital World Investors
California
-$242M
5
EVM
Eaton Vance Management
Massachusetts
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1176
Edge Wealth Management
New York
$503K -$583K -15,265 -54%
CCA
1177
Checchi Capital Advisers
California
$501K +$501K +13,105 New
DMC
1178
Drexel Morgan & Co
Pennsylvania
$498K +$498K +13,020 New
NBC
1179
Neuberger Berman Canada
Ontario, Canada
$497K -$507K -13,250 -50%
SC
1180
Savant Capital
Illinois
$497K -$6.27K -164 -1%
CBN
1181
Cadence Bank NA
Texas
$497K +$197K +5,165 +66%
HFM
1182
Hartford Financial Management
Connecticut
$493K -$19.1K -500 -4%
IH
1183
IFC Holdings
Florida
$493K +$54.9K +1,443 +13%
CWM
1184
Cabot Wealth Management
Massachusetts
$486K +$76 +2 +0%
PIA
1185
Peachtree Investment Advisors
Georgia
$482K +$482K +12,611 New
CT
1186
Cambridge Trust
Massachusetts
$481K -$45.9K -1,200 -9%
GRQ
1187
Gardner Russo & Quinn
Pennsylvania
$478K – – –
SBWM
1188
Sunflower Bank Wealth Management
Arizona
$475K +$72.6K +1,900 +18%
AFG
1189
Albion Financial Group
Utah
$473K – – –
BP
1190
Ballentine Partners
Massachusetts
$471K +$7.66K +200 +2%
KFS
1191
KMS Financial Services
Washington
$469K +$36.5K +954 +8%
PWM
1192
ParenteBeard Wealth Management
Pennsylvania
$468K -$28.1K -734 -6%
RMA
1193
Roffman Miller Associates
Pennsylvania
$467K -$21K -550 -4%
SWM
1194
SVA Wealth Management
Wisconsin
$467K +$467K +12,213 New
RBC
1195
Ronald Blue & Co
Georgia
$466K -$129K -3,367 -22%
MCM
1196
Murphy Capital Management
New Jersey
$465K -$74.5K -1,950 -14%
BCI
1197
Brinker Capital Investments
Pennsylvania
$462K +$462K +12,065 New
VIA
1198
Vantage Investment Advisors
Pennsylvania
$459K +$459K +12,002 New
FHB
1199
First Hawaiian Bank
Hawaii
$455K – – –
MIC
1200
Meridian Investment Counsel
California
$455K +$455K +11,893 New
46 47
48
49 50