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Oracle
ORCL

Overview Fund Activity

1,579 hedge funds and large institutions have $118B invested in Oracle in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 522 increasing their positions, 701 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
+83
Holders Change %
+5.55%
% of All Funds
42.14%
Holding in Top 10
168
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+55.56%
% of All Funds
4.48%
New
175
Increased
522
Reduced
701
Closed
73
Calls
$905M
Puts
$840M
Net Calls
+$64.7M
Net Calls Change
+$223M

Top Buyers

1
YAM
Yacktman Asset Management
Texas
+$321M
2
State Street
State Street
Massachusetts
+$317M
3
EVM
Eaton Vance Management
Massachusetts
+$255M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$205M
5
SSM
Sound Shore Management
Connecticut
+$190M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$881M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$351M
3
Deutsche Bank
Deutsche Bank
Germany
-$321M
4
Bank of America
Bank of America
North Carolina
-$307M
5
American Century Companies
American Century Companies
Missouri
-$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1176
Edge Wealth Management
New York
$645K – – –
DMC
1177
Drexel Morgan & Co
Pennsylvania
$643K – – –
WA
1178
Wealth Architects
California
$637K +$637K +14,157 New
FMLI
1179
Fukoku Mutual Life Insurance
Japan
$634K -$76.4K -1,700 -11%
SG
1180
Swarthmore Group
Pennsylvania
$634K +$634K +14,100 New
RCAG
1181
Rehmann Capital Advisory Group
Michigan
$633K -$111K -2,478 -15%
GLRA
1182
Gerald L. Ray & Associates
Texas
$633K – – –
MCM
1183
Maryland Capital Management
Maryland
$629K – – –
BTNA
1184
Bremer Trust National Association
Minnesota
$618K -$63.5K -1,411 -9%
BCM
1185
Buckhead Capital Management
Georgia
$614K -$505K -11,240 -45%
BIM
1186
Baldwin Investment Management
Pennsylvania
$609K – – –
BCM
1187
Becker Capital Management
Oregon
$609K +$17.8K +396 +3%
MIAN
1188
Mariner Independent Advisor Network
Kansas
$608K +$145K +3,225 +31%
BFC
1189
Blue Fin Capital
Rhode Island
$598K -$39.1K -870 -6%
SEC
1190
Seven Eight Capital
New York
$597K -$198K -4,400 -25%
BP
1191
Ballentine Partners
Massachusetts
$597K -$1.62K -36 -0.3%
B
1192
Bailard
California
$595K -$1.62K -36 -0.3%
CA
1193
Cambridge Advisors
Nebraska
$592K +$592K +13,170 New
SWM
1194
SVA Wealth Management
Wisconsin
$590K -$4.94K -110 -0.8%
WCA
1195
Westover Capital Advisors
Delaware
$589K -$96.4K -2,145 -14%
RMA
1196
Roffman Miller Associates
Pennsylvania
$589K -$10K -223 -2%
ACM
1197
Aviance Capital Management
Florida
$585K +$585K +13,010 New
WMC
1198
Westwood Management Corporation
Illinois
$580K +$580K +12,900 New
CWM
1199
Cabot Wealth Management
Massachusetts
$579K +$90 +2 +0%
CCMG
1200
Clark Capital Management Group
Pennsylvania
$578K +$578K +12,842 New
46 47
48
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