ORCL icon

Oracle
ORCL

Overview Fund Activity

1,559 hedge funds and large institutions have $112B invested in Oracle in 2015 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 616 increasing their positions, 653 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
-20
Holders Change %
-1.27%
% of All Funds
41.58%
Holding in Top 10
134
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-20.24%
% of All Funds
3.57%
New
85
Increased
616
Reduced
653
Closed
87
Calls
$770M
Puts
$622M
Net Calls
+$148M
Net Calls Change
+$82.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$447M
2
IFP
Independent Franchise Partners
United Kingdom
+$331M
3
JHIU
Janus Henderson Investors US
Colorado
+$225M
4
Bank of America
Bank of America
North Carolina
+$221M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$199M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$510M
2
State Street
State Street
Massachusetts
-$485M
3
MAM
Magellan Asset Management
Australia
-$411M
4
SA
SQ Advisors
Florida
-$208M
5
RL
Ruffer LLP
United Kingdom
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1176
Swarthmore Group
Pennsylvania
$608K – – –
BMC
1177
Benin Management Corp
Connecticut
$608K +$68.2K +1,580 +13%
GLRA
1178
Gerald L. Ray & Associates
Texas
$607K – – –
WA
1179
Wealth Architects
California
$606K -$4.62K -107 -0.8%
GLI
1180
Guardian Life Insurance
New York
$605K -$191K -4,417 -24%
Capital Fund Management (CFM)
1181
Capital Fund Management (CFM)
France
$601K -$35.3M -816,506 -98%
MCM
1182
Maryland Capital Management
Maryland
$599K -$4.92K -114 -0.8%
BW
1183
Bison Wealth
Georgia
$596K +$221K +5,122 +59%
EWM
1184
Edge Wealth Management
New York
$592K -$27K -623 -4%
SIC
1185
Sigma Investment Counselors
Michigan
$588K -$64.7K -1,500 -10%
I
1186
IberiaBank
Louisiana
$587K +$54.6K +1,265 +10%
BIM
1187
Baldwin Investment Management
Pennsylvania
$585K – – –
DCLA
1188
Douglas C. Lane & Associates
New York
$584K +$220K +5,090 +60%
Two Sigma Investments
1189
Two Sigma Investments
New York
$578K -$7.23M -167,592 -93%
CL
1190
CPWM LLC
Washington
$577K +$38.4K +890 +7%
SFM
1191
Signet Financial Management
New Jersey
$575K +$198K +4,579 +52%
BCM
1192
Becker Capital Management
Oregon
$573K -$11K -255 -2%
RFA
1193
Reilly Financial Advisors
California
$568K -$450K -10,413 -44%
RMA
1194
Roffman Miller Associates
Pennsylvania
$565K +$86 +2 +0%
CA
1195
Cambridge Advisors
Nebraska
$562K +$104K +2,995 +23%
CWM
1196
Cabot Wealth Management
Massachusetts
$555K +$43 +1 +0%
SWM
1197
SVA Wealth Management
Wisconsin
$552K -$14.5K -335 -3%
EA
1198
Emerald Advisers
Pennsylvania
$552K – – –
BFC
1199
Blue Fin Capital
Rhode Island
$551K -$22.4K -520 -4%
AIM
1200
Acuity Investment Management
Ontario, Canada
$548K -$82K -1,900 -13%
46 47
48
49 50