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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 %
MCM
1201
Maryland Capital Management
Maryland
$510K -$16.7K -379 -3%
APP
1202
Avantax Planning Partners
Iowa
$509K -$9.92K -225 -2%
BW
1203
Bison Wealth
Georgia
$509K – – –
WIA
1204
Westbourne Investment Advisors
Maryland
$507K – – –
PCM
1205
Perritt Capital Management
Illinois
$507K – – –
BIM
1206
Barton Investment Management
Pennsylvania
$501K – – –
ACS
1207
Archford Capital Strategies
Illinois
$499K -$25.4K -577 -5%
IBOK
1208
Independence Bank of Kentucky
Kentucky
$497K -$6.84K -155 -1%
NCM
1209
Northside Capital Management
Oregon
$496K – – –
VNA
1210
Valley National Advisers
Pennsylvania
$495K +$95.7K +2,175 +24%
NED
1211
Nancy E. Dempze
$493K -$120K -2,725 -20%
HAIM
1212
Hunter Associates Investment Management
Pennsylvania
$492K +$176 +4 +0%
CCFCSB
1213
Cape Cod Five Cents Savings Bank
Massachusetts
$491K -$8.03K -182 -2%
LIA
1214
LBMC Investment Advisors
Tennessee
$490K +$52.9K +1,200 +12%
GP
1215
Girard Partners
Pennsylvania
$489K -$14.4K -328 -3%
AF
1216
Advisornet Financial
Minnesota
$489K +$81.6K +1,852 +20%
PK
1217
Pflug Koory
Nebraska
$488K +$2.21K +50 +0.5%
WAAG
1218
Wealth Alliance Advisory Group
Kansas
$488K +$230K +5,231 +89%
ODCM
1219
Old Dominion Capital Management
Virginia
$487K +$21K +476 +4%
RWM
1220
RKL Wealth Management
Pennsylvania
$486K -$55K -1,237 -10%
TAM
1221
Trillium Asset Management
Massachusetts
$485K -$3.13K -71 -0.6%
FMLI
1222
Fukoku Mutual Life Insurance
Japan
$485K – – –
TF
1223
Tompkins Financial
New York
$484K -$13.9K -315 -3%
FAM
1224
Foresters Asset Management
Ontario, Canada
$482K – – –
PWM
1225
Perigon Wealth Management
California
$482K +$317K +7,195 +192%
47 48
49
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