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Oracle
ORCL

Overview Fund Activity

1,356 hedge funds and large institutions have $90.1B invested in Oracle in 2013 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 516 increasing their positions, 598 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-9
Holders Change %
-0.66%
% of All Funds
43.98%
Holding in Top 10
111
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+21.98%
% of All Funds
3.6%
New
88
Increased
516
Reduced
598
Closed
85
Calls
$878M
Puts
$639M
Net Calls
+$240M
Net Calls Change
+$95.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$762M
2
Harris Associates
Harris Associates
Illinois
+$495M
3
CS
Credit Suisse
Switzerland
+$377M
4
LSV Asset Management
LSV Asset Management
Illinois
+$316M
5
JHIU
Janus Henderson Investors US
Colorado
+$298M

Top Sellers

1
Invesco
Invesco
Georgia
-$1.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.26B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$283M
4
State Street
State Street
Massachusetts
-$261M
5
Lazard Asset Management
Lazard Asset Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1226
Cubic Asset Management
Massachusetts
$261K – – –
CBN
1227
Cadence Bank NA
Texas
$260K -$172K -5,188 -40%
MCC
1228
Mid Continent Capital
Illinois
$258K -$1.63M -49,110 -86%
PCMC
1229
Paragon Capital Management (Colorado)
Colorado
$258K -$82.9K -2,500 -24%
YMRC
1230
Yorktown Management & Research Company
Virginia
$255K – – –
EWM
1231
Elite Wealth Management
Washington
$253K – – –
WMSA
1232
Weiss Multi-Strategy Advisers
New York
$252K -$21.5M -648,700 -99%
WDA
1233
Wendell David Associates
New Hampshire
$252K -$18.4K -556 -7%
PGCM
1234
Prescott Group Capital Management
Oklahoma
$252K – – –
NPF
1235
Norris Perne & French
Michigan
$252K +$4.96K +150 +2%
PJSIMP
1236
P.J. Schmidt Investment Management (PJS)
Wisconsin
$249K -$120K -3,600 -32%
BSW
1237
Buckingham Strategic Wealth
Missouri
$249K -$7.24K -218 -3%
AA
1238
ALPS Advisors
Colorado
$249K +$249K +7,520 New
NYLT
1239
New York Life Trust
New York
$248K -$29K -874 -10%
VCP
1240
Vista Capital Partners
Oregon
$243K -$11.9K -357 -5%
FC
1241
FIC Capital
New York
$243K -$5.37K -162 -2%
GD
1242
Grandfield & Dodd
New York
$241K -$65.3K -1,974 -21%
SCA
1243
STALEY CAPITAL ADVISERS
Pennsylvania
$240K +$240K +7,250 New
AIS
1244
APG Investment Services
Netherlands
$239K – – –
NIS
1245
National Investment Services
Wisconsin
$238K – – –
DA
1246
Dillon & Associates
Michigan
$235K -$675K -19,810 -74%
EGA
1247
Eagle Global Advisors
Texas
$234K -$9.96K -300 -4%
SAM
1248
Shikiar Asset Management
New York
$234K – – –
LBC
1249
Lawrence B. Cohen
$233K -$40.2K -1,210 -15%
AAM
1250
Autus Asset Management
Arizona
$232K -$16.6K -500 -7%
48 49
50
51 52