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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 %
CFA
1201
Carroll Financial Associates
North Carolina
$481K +$150K +3,675 +45%
PWM
1202
ParenteBeard Wealth Management
Pennsylvania
$479K -$21K -514 -4%
NBC
1203
Neuberger Berman Canada
Ontario, Canada
$479K -$53.2K -1,300 -10%
BRWA
1204
B. Riley Wealth Advisors
Florida
$479K +$183K +4,474 +62%
OAM
1205
Occidental Asset Management
California
$478K +$478K +11,679 New
WJA
1206
Williams Jones & Associates
New York
$475K +$475K +11,608 New
LJHT
1207
Laurie J. Hall Trustee
$473K – – –
TFA
1208
Toth Financial Advisory
Virginia
$473K +$16.1K +395 +4%
KFS
1209
KMS Financial Services
Washington
$468K -$34.2K -836 -7%
LC
1210
Lourd Capital
California
$468K +$468K +11,429 New
FANJ
1211
Financial Architects (New Jersey)
New Jersey
$466K +$7.9K +193 +2%
OIM
1212
Orca Investment Management
Oregon
$465K – – –
NAM
1213
Nichols Asset Management
Massachusetts
$462K – – –
MPAM
1214
Murphy Pohlad Asset Management
Minnesota
$461K – – –
AUB
1215
Atlantic Union Bankshares
Virginia
$461K +$461K +11,462 New
TC
1216
Telemus Capital
Michigan
$459K -$174K -4,265 -28%
MIM
1217
Miller Investment Management
Pennsylvania
$458K – – –
GIM
1218
Greylin Investment Management
Virginia
$458K – – –
PFBT
1219
Parkside Financial Bank & Trust
Missouri
$458K +$3.88K +95 +0.9%
WA
1220
WFG Advisors
Texas
$457K -$283K -6,907 -38%
MCM
1221
Moore Capital Management
New York
$455K +$455K +11,132 New
AIM
1222
Aspen Investment Management
Michigan
$454K -$1.84K -45 -0.4%
CFS
1223
Community Financial System
New York
$435K -$40.9K -1,000 -9%
SCA
1224
Secor Capital Advisors
New York
$433K +$433K +10,596 New
TBA
1225
Tower Bridge Advisors
Pennsylvania
$430K +$24.5K +600 +6%
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