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Oracle
ORCL

Overview Fund Activity

1,699 hedge funds and large institutions have $99.2B invested in Oracle in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 631 increasing their positions, 752 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,699
Holders Change
-48
Holders Change %
-2.75%
% of All Funds
38.95%
Holding in Top 10
73
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.78%
% of All Funds
1.67%
New
82
Increased
631
Reduced
752
Closed
110
Calls
$789M
Puts
$1.16B
Net Calls
-$373M
Net Calls Change
-$76.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$370M
2
CSIA
Charles Schwab Investment Advisory
California
+$219M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$134M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$105M
5
AAMU
Amundi Asset Management US
Massachusetts
+$83.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$432M
3
TCIM
TIAA CREF Investment Management
New York
-$368M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$364M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1176
EP Wealth Advisors
California
$553K -$343K -7,801 -38%
PFBT
1177
Parkside Financial Bank & Trust
Missouri
$553K -$32.1K -728 -5%
WFMPM
1178
Woodley Farra Manion Portfolio Management
Indiana
$553K – – –
TPWA
1179
TRUE Private Wealth Advisors
Oregon
$553K +$99.2K +2,255 +22%
MCC
1180
Malaga Cove Capital
California
$552K +$552K +12,537 New
WA
1181
Waverly Advisors
Alabama
$550K -$140K -3,180 -20%
CM
1182
Columbus Macro
Pennsylvania
$549K -$12.1K -275 -2%
DWM
1183
Dakota Wealth Management
Florida
$548K +$548K +12,445 New
GIM
1184
Grassi Investment Management
California
$544K – – –
FWM
1185
Frontier Wealth Management
Missouri
$544K +$5.42K +123 +1%
VWM
1186
Venturi Wealth Management
Texas
$544K +$22.7K +467 +4%
LCM
1187
Leisure Capital Management
California
$543K -$399K -9,061 -42%
DRD
1188
Dennis R. Delaney
$543K -$60.6K -1,375 -10%
AFP
1189
Ausdal Financial Partners
Iowa
$542K +$42.2K +957 +8%
OAM
1190
Occidental Asset Management
California
$540K – – –
PCMC
1191
Paragon Capital Management (Colorado)
Colorado
$538K +$44 +1 +0%
LJAC
1192
L.J. Altfest & Co
New York
$535K -$4.76K -108 -0.9%
MWM
1193
Mission Wealth Management
California
$530K +$162K +3,690 +44%
SFG
1194
SNS Financial Group
Minnesota
$529K +$3.22K +73 +0.6%
OC
1195
Oakworth Capital
Alabama
$528K +$4.4K +100 +0.8%
FANJ
1196
Financial Architects (New Jersey)
New Jersey
$527K -$16.1K -366 -3%
LD
1197
Lipe & Dalton
New York
$521K – – –
NIM
1198
Northeast Investment Management
Massachusetts
$517K -$529 -12 -0.1%
CCM
1199
Coldstream Capital Management
Washington
$514K -$145K -3,303 -22%
NL
1200
NWAM LLC
Washington
$511K -$6.96K -158 -1%
46 47
48
49 50