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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 %
CHAM
1201
Clear Harbor Asset Management
Connecticut
$452K – – –
HCA
1202
Horan Capital Advisors
Ohio
$449K -$44.4K -1,162 -9%
SA
1203
Strategic Advisors
New York
$448K -$11.5K -300 -2%
CFS
1204
Community Financial System
New York
$445K -$23.1K -605 -5%
BMC
1205
Benin Management Corp
Connecticut
$444K – – –
AWS
1206
Aris Wealth Services
Pennsylvania
$443K -$350K -9,151 -44%
LJHT
1207
Laurie J. Hall Trustee
$442K – – –
DWA
1208
Douglass Winthrop Advisors
New York
$438K +$1.34K +35 +0.3%
OIM
1209
Orca Investment Management
Oregon
$435K +$435K +11,357 New
NAM
1210
Nichols Asset Management
Massachusetts
$432K -$19.1K -500 -4%
BFC
1211
Blue Fin Capital
Rhode Island
$432K +$432K +11,280 New
MPAM
1212
Murphy Pohlad Asset Management
Minnesota
$431K +$431K +11,275 New
GIM
1213
Greylin Investment Management
Virginia
$429K – – –
TFA
1214
Toth Financial Advisory
Virginia
$428K -$26.4K -690 -6%
MIM
1215
Miller Investment Management
Pennsylvania
$428K – – –
FANJ
1216
Financial Architects (New Jersey)
New Jersey
$428K +$119K +3,121 +39%
AIM
1217
Aspen Investment Management
Michigan
$426K -$6.88K -180 -2%
PFBT
1218
Parkside Financial Bank & Trust
Missouri
$426K +$426K +11,127 New
BHBT
1219
Burke & Herbert Bank & Trust
Virginia
$421K – – –
BFG
1220
Beacon Financial Group
Texas
$421K +$40.2K +1,058 +11%
BIC
1221
Beach Investment Counsel
Pennsylvania
$421K +$57.4K +1,500 +16%
GC
1222
Guardian Capital
Ontario, Canada
$419K -$1.93M -50,580 -82%
BII
1223
Baring International Investment
United Kingdom
$413K – – –
KLWA
1224
Kelly Lawrence W & Associates
California
$409K -$9.21M -240,994 -96%
BKBG
1225
BHF Kleinwort Benson Group
Belgium
$404K +$142K +3,720 +54%
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