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Oracle
ORCL

Overview Fund Activity

1,476 hedge funds and large institutions have $111B invested in Oracle in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 539 increasing their positions, 676 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,476
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
42.66%
Holding in Top 10
167
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.15%
% of All Funds
4.83%
New
97
Increased
539
Reduced
676
Closed
70
Calls
$756M
Puts
$594M
Net Calls
+$163M
Net Calls Change
-$156M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$641M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$383M
3
Boston Partners
Boston Partners
Massachusetts
+$211M
4
American Century Companies
American Century Companies
Missouri
+$168M
5
EIP
Epoch Investment Partners
New York
+$167M

Top Sellers

1
State Street
State Street
Massachusetts
-$308M
2
Invesco
Invesco
Georgia
-$228M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$227M
4
JHIU
Janus Henderson Investors US
Colorado
-$225M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1176
Savant Capital
Illinois
$535K +$3.03K +74 +0.6%
IH
1177
IFC Holdings
Florida
$535K +$20.8K +525 +4%
BC
1178
Banced Corp
Illinois
$533K -$118K -2,895 -18%
DMC
1179
Drexel Morgan & Co
Pennsylvania
$533K – – –
UR
1180
USCA RIA
Texas
$532K +$121K +2,962 +29%
HFM
1181
Hartford Financial Management
Connecticut
$527K – – –
WFG
1182
Wills Financial Group
Virginia
$525K -$19.6K -480 -4%
WIL
1183
Winifred I. Li
$522K -$874K -21,372 -63%
CWM
1184
Cabot Wealth Management
Massachusetts
$520K +$41 +1 +0%
HCA
1185
Horan Capital Advisors
Ohio
$514K +$33.2K +810 +7%
HH
1186
Hilltop Holdings
Texas
$511K -$56.7K -1,388 -10%
PIA
1187
Peachtree Investment Advisors
Georgia
$509K -$6.96K -170 -1%
SBWM
1188
Sunflower Bank Wealth Management
Arizona
$508K – – –
BMC
1189
Benin Management Corp
Connecticut
$507K +$32.7K +800 +7%
AFG
1190
Albion Financial Group
Utah
$505K -$737 -18 -0.1%
SA
1191
Strategic Advisors
New York
$503K +$23.1K +564 +5%
GIA
1192
Gargoyle Investment Advisor
New Jersey
$499K +$499K +12,200 New
BCI
1193
Brinker Capital Investments
Pennsylvania
$491K -$2.21K -54 -0.4%
BFC
1194
Blue Fin Capital
Rhode Island
$491K +$29.2K +712 +6%
FHB
1195
First Hawaiian Bank
Hawaii
$487K – – –
MIC
1196
Meridian Investment Counsel
California
$487K – – –
GC
1197
Guardian Capital
Ontario, Canada
$485K +$36.4K +890 +8%
CHAM
1198
Clear Harbor Asset Management
Connecticut
$484K – – –
LWCFA
1199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$483K -$228K -5,573 -32%
SIM
1200
SSI Investment Management
California
$481K -$816K -20,000 -63%
46 47
48
49 50